Sales
Open deals over $10k by stage and owner, with last-activity date.
pullslistDealslistOwners
HubSpot · Live
Ask HubSpot what the pipeline really looks like.
Read HubSpot contacts, companies, deals, marketing emails, and workflows so the agent can answer pipeline and engagement questions.
- Auth
- OAuth
- Access
- Read-only by default
- Plan
- Every plan
- Freshness
- Live — every call hits HubSpot's API
- Available on
- Every plan
Examples
Questions teams actually ask.
The tools it pulls from are shown inline — every answer in Lumen cites the underlying records it read.
Marketing
Marketing-email performance over the last 30 days — opens, clicks, and conversions per send.
pullslistMarketingEmailsgetEmailStatistics
Lifecycle
Contacts who entered the lead-nurture workflow in the last 14 days but haven't converted.
pullslistWorkflowslistWorkflowEnrollments
Scope
What Lumen sees. What it can change.
Read is on by default. Every write is a separate toggle, capped per user, and logged.
Read
What Lumen reads
Lumen calls HubSpot's REST API with the OAuth token you grant at install. Read scope only by default.
- Contacts & companies
Search and filter on any property; engagement history; lifecycle stage
- Deals & pipelines
Stage value, owner, age in stage, recent moves, custom properties
- Marketing emails
Send stats, link clicks, conversions per email and per campaign
- Workflows
Definition, current enrollments, completion / drop-off counts
- Tickets
Status, pipeline, associated contacts and companies, recent activity
Write · opt-in
What Lumen can write
Lumen does not write to HubSpot by default. Property updates, deal moves, and contact creation can be admin-enabled per portal.
Every call is logged with user, portal ID, operation, resource ID, and date range. Exportable as CSV.
Install
Connect in under a minute.
No keys, no call, no app marketplace fine print.
- Authorize01
Connect with HubSpot OAuth
In Settings → Integrations → HubSpot, click Connect. Sign in and approve the read scopes Lumen requests.
- Confirm portal02
Pick the HubSpot portal
If your login covers multiple portals, pick which one Lumen should query. The token is stored encrypted, scoped to that portal.
- Ask03
Try a warm-up question
Start with "Open deals over $10k by stage and owner" — the agent will run the right CRM search and group the results.
Connect HubSpot. Get an honest pipeline read.
OAuth. Read-only by default. Property/contact writes opt-in.