--- title: "AI Agent: What is the Hubspot Manager and how do you use it?" last_updated: "2026-04-22T10:53:04.898Z" category: "AI Agents" canonical_url: "https://maybeclients.com/h/maybe-help-centre/ai-agent-what-is-the-hubspot-manager-and-how-do-you-use-it" help_centre: "Maybe* Help Centre" --- # AI Agent: What is the Hubspot Manager and how do you use it? ## What This Maybe* AI Agent Actually Does - Overview, task states, governance Hubspot Manager is a revenue operations AI Agent designed to carry out structured CRM work inside HubSpot using the details you provide. It operates with clear task states so you can predict outcomes and control risk: - Drafting: prepares the action, such as a contact, company, deal, task, activity log, campaign, or form, based on your inputs. - Checking: verifies required fields, validates IDs, confirms objects exist, and looks for duplicates or conflicts before making changes. - Executing: creates, updates, associates, lists, or summarises HubSpot records. - Pausing: stops when something is ambiguous, potentially destructive, or needs your approval, then tells you exactly what to confirm. Governance is built in. Hubspot Manager keeps changes limited to what you requested, avoids unsafe assumptions, and surfaces anything that could lead to data quality issues. ## What This Maybe* AI Agent Does Not Do - Boundaries Hubspot Manager does not decide your CRM strategy or override your organisation’s rules. It also does not: - Guess missing values such as pipeline, stage, owners, required properties, or default associations. - Merge records without confirmation when there is any risk of losing information. - Create automations, workflows, or custom objects unless you explicitly ask and the required permissions are available. - Access HubSpot unless you connect it and grant the relevant permissions. ## What Can Hubspot Manager Do? ### Contact management and data quality This system lets you create detailed contact records, find people linked to specific companies, and maintain clean data by identifying and handling duplicate contacts. ### Company records and associations You can create company profiles with key details and link them to the right contacts, keeping relationships organized and easy to navigate. ### Deals, pipelines, and sales visibility It provides a clear view of your sales process by helping you create and manage deals, move them through pipeline stages, and track what’s open and upcoming. ### Tasks and follow-up execution You can stay on top of work by creating tasks, reviewing what’s due for your team, and marking activities as completed. ### Activity logging and deal context It keeps a record of all interactions by logging notes, calls, and emails, so you always have full context for each contact or deal. ### Marketing campaigns and forms You can manage campaigns, track their status, and create forms to capture and organize incoming leads effectively. ## 20 Tasks To Get You Started 1. In HubSpot, create a contact with email {email}, name {first_name} {last_name}, phone {phone}, and job title {job_title}. 1. In HubSpot, find contacts where company contains {company_name} and list their emails and lifecycle stages. 1. In HubSpot, merge or flag duplicate contacts that share the email {email}. 1. In HubSpot, create a company named {company_name} with domain {domain} and industry {industry}. 1. In HubSpot, associate contact {contact_id} to company {company_id}. 1. In HubSpot, create a deal called {deal_name} in pipeline {pipeline_name} at stage {stage_name} with amount {amount} and close date {close_date}. 1. In HubSpot, move deal {deal_id} to stage {stage_name} and update the close date to {close_date}. 1. In HubSpot, list all open deals in pipeline {pipeline_name} and sort by close date. 1. In HubSpot, create a task for contact {contact_id} with subject {task_subject} due {due_date} and priority {priority}. 1. In HubSpot, list tasks assigned to {owner_name} due in {date_range} and include status. 1. In HubSpot, mark tasks {task_id_list} as completed. 1. In HubSpot, log a note on deal {deal_id} saying {note_body}. 1. In HubSpot, log a call with contact {contact_id} on {call_date_time} with outcome {call_outcome} and notes {call_notes}. 1. In HubSpot, log an email to contact {contact_id} with subject {email_subject} and body {email_body}. 1. In HubSpot, create a marketing campaign named {campaign_name} running {start_date} to {end_date} with notes {campaign_notes}. 1. In HubSpot, update campaign {campaign_id} to status {campaign_status} and set dates to {start_date}–{end_date}. 1. In HubSpot, list campaigns with name containing {keyword} and show their current status. 1. In HubSpot, create a form named {form_name} with fields {field_list} and required fields {required_field_list}. 1. In HubSpot, list forms that contain the field {field_name} and show each form’s name. 1. In HubSpot, list all deal pipelines and their stages so I can choose where to put {deal_name}. ## Task Example Walkthroughs ### Merging or flagging duplicate contacts by email Prompt Used “In Hubspot, merge or flag duplicate contacts that share the email alex.taylor@acme.com.” Task State Checking → Pausing if there is more than one plausible master record or Checking → Executing if merge choice is unambiguous and you have approved merge behaviour Output - A clear duplicate set identified by {email} - Either a safe merge when approved or a flagged recommendation that lists what differs across records The Problem This Solves Duplicate contacts distort lifecycle reporting, create messy timelines, and lead to embarrassing double outreach. What the Hubspot Manager Does - Finds all contacts with the exact matching email - Compares key properties name, company, owner, lifecycle stage and engagement history - Prepares a merge plan and highlights any conflicts that could cause data loss What Comes Back - The contact IDs found, what differs between them, and a recommended “master” record - If you approve, confirmation of the merge and what fields were retained When the Hubspot Manager Pauses - Multiple records have valuable, conflicting properties - The contacts are linked to different companies or active deals - Your account permissions do not allow merges - You have not stated whether to merge or only flag How to Start Provide the email address and your preference: “merge if safe” or “flag only”, plus any rule such as “keep the most recently active record”. ### Creating a deal in the correct pipeline and stage Prompt Used “In Hubspot, create a deal called Q2 Renewal | Acme in pipeline Renewals at stage Negotiation with amount 18000 and close date 2026-05-15.” Task State Checking → Drafting → Executing or Pausing if the pipeline or stage name does not match your HubSpot configuration Output - A created deal with {deal_name}, {pipeline_name}, {stage_name}, {amount}, and {close_date} - A confirmation summary you can paste into Slack or a sales note The Problem This Solves Deals end up in the wrong pipeline or stage, which breaks forecasting and creates manual cleanup. What the Hubspot Manager Does - Validates the pipeline and stage exist and match exactly - Applies the amount and close date in the correct format - Creates the deal and returns the deal ID for future updates What Comes Back - Deal ID, current stage, close date, amount, and a quick link or identifier to find it in HubSpot When the Hubspot Manager Pauses - The pipeline or stage name is not found, or there are similarly named options - Your team uses mandatory properties for example deal type that were not provided - Close date format is ambiguous - You ask to associate contacts/companies but do not provide the IDs How to Start If you are unsure where a deal should go, first ask Hubspot Manager to list pipelines and stages, then create the deal with the chosen values. ## Governance & Trust ### Paused Is Not Failure A pause is a control point. It prevents accidental merges, incorrect stage movement, and low-quality CRM data that later undermines reporting. ### What Triggers a Pause - Duplicate risk contacts that match on email but have conflicting histories