Hubspot Automation
Automates HubSpot tasks like contact creation, list updates, and deal stage progression based on specified triggers and actions.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add hubspot-automation npx -- -y @trustedskills/hubspot-automation
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"hubspot-automation": {
"command": "npx",
"args": [
"-y",
"@trustedskills/hubspot-automation"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill allows AI agents to interact with and automate tasks within HubSpot. It can be used to create, update, or retrieve data related to contacts, deals, and other HubSpot objects. This enables workflows that connect external systems with your HubSpot CRM.
When to use it
- Automated Lead Enrichment: Automatically add information from external sources to new HubSpot contact records.
- Deal Stage Updates: Trigger updates to deal stages based on events in other applications.
- Contact List Management: Add or remove contacts from specific HubSpot lists based on predefined criteria.
- Task Creation: Generate tasks within HubSpot for follow-up actions related to deals or contacts.
Key capabilities
- Create Contacts
- Update Contact Properties
- Create Deals
- Update Deal Stages
- Manage Lists
Example prompts
- "Add a new contact to HubSpot with the following details: Name=John Doe, Email=[email protected], Company=Acme Corp."
- "Move deal 'Project Phoenix' to the 'Proposal Sent' stage."
- “Add this lead to the ‘Newsletter Subscribers’ list.”
Tips & gotchas
Requires proper HubSpot API credentials and permissions for the AI agent to function correctly. Be mindful of HubSpot API rate limits when automating tasks.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
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