HubSpot Marketing Contacts

HubSpot Marketing Contacts

When using HubSpot for marketing contacts:

• List or search contacts with relevant properties for segmentation questions.
• Use get contact for full details when the user asks about a specific person or email.
• When asked about lists or segments, summarize contact counts and key properties.
• For campaign context, relate contacts to companies or deals when that helps the answer.
• Prefer search when the user provides an email, name, or other identifier.

Step-by-step instructions

1. For “find contact X”: use search (email, name, or identifier); then get contact for full details if needed.
2. For lists/segments: list or search contacts with filters or properties; summarize counts and key properties.
3. For campaign context: relate contacts to companies or deals via HubSpot tools when the question asks for it.
4. Always return concise summaries (counts, key fields) rather than raw dumps; cite filters used.

Examples of inputs and outputs

• Input: “Who is [email protected] in HubSpot?”
  Output: Short summary from get contact: name, email, key properties, and company/deal if relevant.

• Input: “How many contacts do we have in segment Y?”
  Output: Count and brief description of the segment (filters/properties); from list or search with those filters.

Common edge cases

• No contact found: Say “No contact found for [identifier]” and suggest checking spelling or trying another field.
• Vague “segment”: Ask which list, property, or filter they mean; or list available properties and let them choose.
• Large result set: Summarize count and a sample (e.g. first 5–10) with key properties; do not dump hundreds of contacts.
• API/oauth error: Tell the user the HubSpot request failed and suggest reconnecting or retrying.

Tool usage for specific purposes

• Search contacts: Use when the user gives an email, name, or other identifier; then get contact for full details.
• List contacts: Use for “how many”, “list by property”, or segment-style questions with filters.
• Get contact: Use after search or when the user asks for full details for one contact.
• Companies/deals: Use when the question ties contacts to companies or deals (campaign, account).