Hubspot Create Note

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by abdullahbeam · vlatest · Repository

Create detailed notes on HubSpot contacts, deals, or companies directly from your prompt, streamlining record keeping.

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

1

Run in terminal (recommended)

terminal
claude mcp add hubspot-create-note npx -- -y @trustedskills/hubspot-create-note
2

Or manually add to ~/.claude/settings.json

~/.claude/settings.json
{
  "mcpServers": {
    "hubspot-create-note": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/hubspot-create-note"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

About This Skill

What it does

This skill allows you to create notes within HubSpot. It can add a note to a contact, deal, ticket, or other HubSpot records. The skill integrates directly with the HubSpot API to ensure accurate and up-to-date record keeping.

When to use it

  • Documenting customer interactions: Quickly log details from a phone call or email exchange directly into a contact's record.
  • Adding context to deals: Record important information about deal progression, negotiations, or internal decisions.
  • Tracking ticket resolution steps: Keep a detailed history of actions taken on a support ticket.
  • Creating reminders for follow-up tasks: Add notes with specific instructions and deadlines for future action items.

Key capabilities

  • Create notes on contacts
  • Create notes on deals
  • Create notes on tickets
  • HubSpot API integration

Example prompts

  • "Add a note to contact John Doe saying 'Discussed pricing options, he's interested in the premium package.'"
  • "Log a note on deal ID 12345: 'Client requested a demo of feature X.'"
  • “Create a ticket note with the text ‘Escalated to Tier 2 support.’”

Tips & gotchas

  • Ensure you have appropriate HubSpot API credentials configured for the AI agent. The skill requires access to create notes within your HubSpot account.

Tags

🛡️

TrustedSkills Verification

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Details

Version
vlatest
License
Author
abdullahbeam
Installs
13

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Passed automated security scans.