/activities

name: "HubSpot Activities"
description: >
  HubSpot tasks, notes, and associations: task priority and status values,
  notes-vs-tasks semantics, the association type matrix linking contacts,
  companies, deals, and tickets, and engagement-history workflows.
when_to_use: >-
  When logging notes, creating follow-up tasks, or linking CRM objects together in HubSpot.
  Use when: hubspot task, hubspot note, hubspot activity, hubspot association,
  hubspot engagement, hubspot log, hubspot follow-up, hubspot link objects, hubspot relationship,
  activity management hubspot, or task creation hubspot.

HubSpot Activities & Associations

Overview

Activities in HubSpot encompass tasks, notes, and other engagement records that track interactions with contacts, companies, deals, and tickets. Associations are the links that connect HubSpot CRM objects together -- a contact associated with a company, a deal associated with a contact, a note associated with a ticket. For MSPs, activities provide the service history and follow-up tracking that drives client satisfaction, while associations ensure that every interaction is visible from any related record.

Anti-triggers

• **A customer-reported issue that needs resolving** — that is a ticket with a

pipeline and stage, not a task; use `hubspot-tickets`.

• **The properties of the record being annotated** — this skill covers the

note, task, and association only; object fields live in `hubspot-contacts`, `hubspot-companies`, `hubspot-deals`, or `hubspot-tickets`.

• **Billable time against client work** — HubSpot tasks are not time entries;

the PSA is the system of record for those.

MCP Tools

Available Tools

Activity Tools

| Tool | Description | Key Parameters | |------|-------------|----------------| | `hubspot_create_task` | Create a task | `hs_task_subject` (required), `hs_task_body`, `hs_task_priority`, `hs_timestamp` | | `hubspot_create_note` | Create a note | `hs_note_body` (required), `hs_timestamp` |

Association Tools

| Tool | Description | Key Parameters | |------|-------------|----------------| | `hubspot_create_association` | Create an association between two objects | `fromObjectType`, `fromObjectId`, `toObjectType`, `toObjectId`, `associationType` | | `hubspot_access_associations` | List associations for an object | `objectType`, `objectId`, `toObjectType` |

Utility Tools

| Tool | Description | Key Parameters | |------|-------------|----------------| | `hubspot_open_hubspot_ui` | Open HubSpot UI for an object | `objectType`, `objectId` | | `hubspot_get_user_details` | Get details of the current user | None |

Create a Task

Call `hubspot_create_task` to create a follow-up task:

**Example: Create a follow-up task:**

• `hs_task_subject`: `Follow up with Acme Corp on managed services proposal`
• `hs_task_body`: `Review proposal feedback and schedule next call. Contact: John Smith, IT Director.`
• `hs_task_priority`: `HIGH`
• `hs_timestamp`: `2026-03-01T09:00:00.000Z`
• `hubspot_owner_id`: `67890`

**Example: Create an onboarding task:**

• `hs_task_subject`: `Complete Acme Corp onboarding checklist`
• `hs_task_body`: `Set up monitoring agents, configure backup, verify antivirus deployment.`
• `hs_task_priority`: `HIGH`
• `hs_timestamp`: `2026-02-28T09:00:00.000Z`

Create a Note

Call `hubspot_create_note` to log an activity:

**Example: Log a meeting note:**

• `hs_note_body`: `Met with John Smith (IT Director) at Acme Corp. Discussed current IT pain points: frequent email outages, no backup solution, aging network switches. Interested in managed IT services package. Follow-up scheduled for March 1.`
• `hs_timestamp`: `2026-02-24T15:00:00.000Z`

**Example: Log a support resolution:**

• `hs_note_body`: `Resolved email delivery issue for Acme Corp. Root cause: misconfigured SPF record. Updated DNS TXT record and verified delivery to all 5 affected users. Monitoring for 24 hours.`
• `hs_timestamp`: `2026-02-24T11:30:00.000Z`

Create an Association

Call `hubspot_create_association` to link two CRM objects:

**Example: Associate a contact with a company:**

• `fromObjectType`: `contact`
• `fromObjectId`: `12345`
• `toObjectType`: `company`
• `toObjectId`: `98765`
• `associationType`: `contact_to_company`

**Example: Associate a deal with a company:**

• `fromObjectType`: `deal`
• `fromObjectId`: `54321`
• `toObjectType`: `company`
• `toObjectId`: `98765`
• `associationType`: `deal_to_company`

**Example: Associate a note with a contact:**

• `fromObjectType`: `note`
• `fromObjectId`: `88888`
• `toObjectType`: `contact`
• `toObjectId`: `12345`
• `associationType`: `note_to_contact`

Access Associations

Call `hubspot_access_associations` to list all objects associated with a given object:

**Example: Get all contacts for a company:**

• `objectType`: `company`
• `objectId`: `98765`
• `toObjectType`: `contact`

**Example: Get all deals for a contact:**

• `objectType`: `contact`
• `objectId`: `12345`
• `toObjectType`: `deal`

**Example: Get all tickets for a company:**

• `objectType`: `company`
• `objectId`: `98765`
• `toObjectType`: `ticket`

Key Concepts

Association Types

HubSpot supports associations between all major CRM object types:

| From | To | Association Type | Description | |------|----|-----------------|-------------| | contact | company | `contact_to_company` | Person works at organization | | deal | contact | `deal_to_contact` | Contact is involved in the deal | | deal | company | `deal_to_company` | Deal is for this company | | ticket | contact | `ticket_to_contact` | Contact reported the ticket | | ticket | company | `ticket_to_company` | Ticket is for this company | | note | contact | `note_to_contact` | Note is about this contact | | note | company | `note_to_company` | Note is about this company | | note | deal | `note_to_deal` | Note is about this deal | | note | ticket | `note_to_ticket` | Note is about this ticket | | task | contact | `task_to_contact` | Task i