Using HubSpot

Practical guide for working with HubSpot contacts, deals, companies, and pipelines through Fp Switchboard.

Quick Tips

• Associations require Type IDs: 1=contact_to_company, 3=deal_to_contact
• Pipeline stages: use internal ID (qualifiedtobuy), not label (“Qualified to Buy”)
• GET requests: specify properties parameter — defaults return only id/createdate
• Timestamps are Unix milliseconds
• Custom properties: use internal name, not UI label

Common Gotchas

Association Type IDs Required Critical

Creating associations requires specific type IDs, not just object IDs.

	Example
Wrong	Associate contact 123 with company 456 (missing type)
Correct	associationTypeId: 1 (contact_to_company)

Common type IDs: 1=contact_to_company, 2=company_to_contact, 3=deal_to_contact, 4=contact_to_deal

Stage IDs vs Labels Critical

Pipeline stages have internal IDs that differ from display labels.

	Example
Wrong	dealstage: "Qualified to Buy"
Correct	dealstage: "qualifiedtobuy"

Look up pipeline/stage IDs from /crm/v3/pipelines/deals first.

Properties Not Returned by Default Important

GET requests only return id and createdate. Must specify properties parameter.

	Example
Wrong	GET /crm/v3/objects/contacts/{id}
Correct	GET /crm/v3/objects/contacts/{id}?properties=email,firstname,lastname

Internal Property Names Important

API uses internal property names, not UI labels.

	Example
Wrong	property: "Annual Revenue"
Correct	property: "annualrevenue"

Multi-Step Patterns

Get Deal with Associations

1. GET /crm/v3/objects/deals/{id}?associations=companies,contacts
2. This returns association IDs, not full records
3. Make separate calls to get full contact/company details

Create Association

1. Identify source and target object IDs
2. Look up association type ID (e.g., 1 for contact_to_company)
3. PUT /crm/v4/objects/{fromObject}/{fromId}/associations/{toObject}/{toId}

ID Format Reference

ID Type	Format	Example
Object ID	Numeric string	12345
Association Type ID	Small integer	1

Example Prompts

• “List my HubSpot deals in the pipeline”
• “Create a new contact for Jane Smith at Acme Corp”
• “Show deals closing this month”
• “Search contacts with email domain @techcorp.com”
• “Update the deal stage to ‘Closed Won‘“

Rate Limits

Plan	Limit
Free/Starter	100 requests/10 seconds
Professional	150 requests/10 seconds
Enterprise	200 requests/10 seconds
Search	4 requests/second