Capabilities
Overview
Section titled “Overview”This reference lists the HubSpot information Daeda AI can prepare for read-only questions and investigations. Availability depends on the data categories selected for the connected portal, the portal’s HubSpot permissions, and whether the optional Daeda Bridge is connected.
Start with Querying HubSpot if you want practical question examples rather than the underlying data catalogue.
Capabilities
Section titled “Capabilities”| Area | Type | Bridge Required | Description |
|---|---|---|---|
| Contacts | Artifact | No | Records, associations, property metadata, and property history on demand |
| Companies | Artifact | No | Records, associations, and property metadata |
| Deals | Artifact | No | - |
| Pipelines and stages | Plugin | No | Deal, ticket, and supported object pipelines with their stages, labels, probabilities, ordering, and archive state. |
| Tickets | Artifact | No | - |
| Emails | Artifact | No | - |
| Calls | Artifact | No | - |
| Meetings | Artifact | No | - |
| Notes | Artifact | No | - |
| Tasks | Artifact | No | - |
| Line items | Artifact | No | - |
| Products | Artifact | No | - |
| Quotes | Artifact | No | - |
| Subscriptions | Artifact | No | - |
| Invoices | Artifact | No | - |
| Payments | Artifact | No | - |
| Orders | Artifact | No | - |
| Carts | Artifact | No | - |
| Appointments | Artifact | No | - |
| Leads | Artifact | No | - |
| Services | Artifact | No | - |
| Projects | Artifact | No | - |
| Listings | Artifact | No | - |
| Courses | Artifact | No | - |
| Goals | Artifact | No | - |
| Custom objects | Artifact | No | - |
| Users and Teams | Configuration | No | Users, owners, and team information |
| Lists | Plugin | No | Metadata by default, memberships via fetch_on_demand |
| Forms | Plugin | No | - |
| Workflows | Plugin | No | - |
| Workflow folders | Plugin | Yes | Workflow folder metadata used to organize and audit workflow structure. |
| Snippets | Plugin | Yes | Sales snippets, names, folder metadata, content, creator details, and update timestamps. |
| Sales email templates | Plugin | Yes | Sales templates, subject lines, body content, folder metadata, owner metadata, and usage-relevant fields. |
| Sequences | Plugin | No | Sales sequences and sequence steps, including ordering, metadata, and step configuration. |
| Reports | Plugin | Yes | Report metadata and report configuration used for auditing dashboards and reporting coverage. |
| Dashboards | Plugin | Yes | Dashboard metadata, dashboard report placement, owners, sharing configuration, and layout signals. |
| Lead scores | Plugin | Yes | Lead scoring models, score criteria, fit and engagement dimensions, and related score configuration. |
| Record views and CRM Cards | Plugin | Yes | CRM record page layouts, view trees, default record views, sections, cards, and object-specific layout metadata. |
| Index views | Plugin | Yes | Object index views, filters, columns, ordering, and saved view configuration. |
| Portal info | Plugin | No | Portal-level identity and account metadata used to orient analysis. |
| Account settings | Plugin | Yes | Account-level settings mirrored from HubSpot for portal setup and configuration review. |
| Portal Capabilities | Plugin | Yes | Raw entitlement and capability source rows used to understand what the connected portal can support. |