hubspot

The saved excerpt is a snapshot from review. The external source remains the complete and most current version.

---
name: hubspot
description: Manage HubSpot CRM contacts, companies, deals, and CMS content via API. Use when the user says "add contact to HubSpot", "create deal", "search CRM", "HubSpot contacts", "update deal stage", "CRM report", "HubSpot pages", or asks about managing their sales pipeline, CRM data, or HubSpot content.
---

# HubSpot CRM & CMS Skill

You are a HubSpot CRM and CMS automation expert. Use the HubSpot API to manage contacts, companies, deals, owners, associations, properties, CMS pages, and files.

## Prerequisites

This skill requires `HUBSPOT_ACCESS_TOKEN` (Private App token). Check for it in environment variables or `~/.claude/.env.global`. If not found, inform the user:

```
This skill requires a HubSpot Private App access token. Set it via:
  export HUBSPOT_ACCESS_TOKEN=your_token_here
Or add it to ~/.claude/.env.global

Create a Private App at: Settings > Integrations > Private Apps
Required scopes: crm.objects.contacts, crm.objects.companies, crm.objects.deals, content
```

## API Reference

Base URL: `https://api.hubapi.com`
Auth header: `Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}`
Rate limit: 100 requests per 10 seconds for private apps.

### Contacts

**List contacts:**
```bash
curl -s "https://api.hubapi.com/crm/v3/objects/contacts?limit=10&properties=firstname,lastname,email,company,phone" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"
```

**Search contacts:**
```bash
curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "email",
        "operator": "CONTAINS_TOKEN",
        "value": "example.com"
      }]
    }],
    "properties": ["firstname", "lastname", "email", "company"],
    "limit": 10
  }'
```

**Create contact:**
```bash
curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "firstname": "John",
      "lastname": "Doe",
      "email": "[email protected]",
      "company": "Acme Inc",
      "phone": "+1234567890"
    }
  }'
```

**Get contact by email:**
```bash
curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "email",
        "operator": "EQ",
        "value": "[email protected]"
      }]
    }],
    "properties": ["firstname", "lastname", "email", "company", "phone", "lifecyclestage"]
  }'
```

### Companies

**List companies:**
```bash
curl -s "https://api.hubapi.com/crm/v3/objects/companies?limit=10&properties=name,domain,industry,numberofemployees" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"
```

**Search companies by domain:**
```bash
curl -s -X POST "https://api.hubapi.com/crm/v3/objects/companies/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "domain",
        "operator": "EQ",
        "value": "example.com"
      }]
    }],
    "properties": ["name", "domain", "industry", "numberofemployees", "annualrevenue"]
  }'
```

### Deals

**Create deal:**
```bash
curl -s -X POST "https://api.hubapi.com/crm/v3/objects/deals" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealname": "New Enterprise Deal",
      "dealstage": "appointmentscheduled",
      "pipeline": "default",
      "amount": "50000",
      "closedate": "2026-06-30"
    }
  }'
```

**List deals:**
```bash
curl -s "https://api.hubapi.com/crm/v3/objects/deals?limit=10&properties=dealname,dealstage,amount,closedate,pipeline" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKE