HubSpot MCP and agent skills: what each one reads, writes and sends

- `requests` (for HubSpot API)

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

Safe immediate HubSpot updates are limited to:

Safe immediate HubSpot updates are limited to:

**With HubSpot MCP**, fetch recent deals with these HubSpot properties:

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{HUBSPOT | MARKETO | GOOGLE_ANALYTICS}}"

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.

- **CRM access** — relationship checks (HubSpot, Salesforce, Supabase)

- `crm_task` (default) — writes a HubSpot task via the `crm-create-task`

connector: "{{SALESFORCE | HUBSPOT}}"

**On HubSpot** a spec carries a method, a url and a body. Send it with the

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

| **HubSpot** | API / CSV export | Deals API or user uploads CSV export |

HubSpot, Salesforce, Outreach, Intercom and Pylon are used only to read context.

| `HUBSPOT_API_KEY` | Attribution, Client Report | HubSpot private app token |

| `crm` | `hubspot`, `salesforce` |

…back, the runtime writes only the rank-1 full email body to HubSpot `ai_hook_intro`; the HubSpot template supplies greeting, sign-off, and sender name. It also writes the lead brief/source URL to `a…

…back, the runtime writes only the rank-1 full email body to HubSpot `ai_hook_intro`; the HubSpot template supplies greeting, sign-off, and sender name. It also writes the lead brief/source URL to `a…

…back, the runtime writes only the rank-1 full email body to HubSpot `ai_hook_intro`; the HubSpot template supplies greeting, sign-off, and sender name. It also writes the lead brief/source URL to `a…

connector: "{{GOOGLE_ANALYTICS | HUBSPOT | MAILCHIMP}}"

connector: "{{SALESFORCE | HUBSPOT}}"

Requests are sent the way `run` sends them: on HubSpot with the Service Key

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

Query HubSpot for the contact and company, then assign exactly one class:

Use HubSpot `search_crm_objects` to find the company by name, or use the ID directly. If more than one company matches, show the candidates and let the user pick. Never review the wrong account on a…

2. Resolves and updates HubSpot companies + contacts with PQA/PQL properties

"tool": "Supabase | HubSpot | Salesforce | CSV export | none",

"source_tool": "HubSpot | Salesforce | Typeform | CSV | other",

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

**With HubSpot MCP**, fetch recent deals with these HubSpot properties:

… company and primary contact and list their properties (the HubSpot MCP exposes `search_properties`, `get_properties`, `get_crm_objects`). Standard: `hs_analytics_source`, `hs_analytics_source_data_…

and implementation specs for HubSpot, Klaviyo, and Mailchimp.

description: "CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automa…

description: Use this skill when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows.

name: revops-hubspot

| Where does your company list come from? | CSV file / Salesforce / HubSpot / Supabase / Manual list | `company_source` |

description: Run BDR Agent company research for a HubSpot lead when agent_orchestrator starts the company_research stage. Canonical skill for the company_research runtime.

description: Run BDR Agent company research for a HubSpot lead when agent_orchestrator starts the company_research stage. Canonical skill for the company_research runtime.

connector: "{{HUBSPOT | MARKETO | KLAVIYO | MAILCHIMP | ACTIVECAMPAIGN | CUSTOMER_IO}}"

…ting, products/forecasting, Data Loader imports, Salesforce↔HubSpot sync, or Agentforce/AI readiness. Also triggers on "salesforce audit", "sfdc cleanup", "permission sets", "sharing rules", "valida…

- `invite-email.md` — HubSpot or transactional invite

| Keywords | `Salesforce, HubSpot, Outreach (boolean signal)` |

- CRM platform (Salesforce, HubSpot, etc.)

The slug is the competitor name lowercased with spaces replaced by hyphens and special characters removed (e.g., "Scale AI" becomes `scale-ai`, "HubSpot" becomes `hubspot`).

--domain "hubspot.com" --max-ads 30

HubSpot deal-influence and CRM sections are richer if the user has connected their CRM in ZenABM.

(https://app.zenabm.com/api/mcp) connected and authorized. The Revenue/pipeline/deals section needs HubSpot (or

The slug is the company name lowercased with spaces replaced by hyphens and special characters removed (e.g., "HubSpot" becomes `hubspot`, "Scale AI" becomes `scale-ai`).

--company "HubSpot" --max-ads 20

…s in their correct capitalization everywhere (SOC 2, HIPAA, HubSpot, ISO 9001).…

…te. Triggers on "find companies using Shopify", "they're on HubSpot", "tech stack targeting", "technographics", "who uses Klaviyo", "companies running WordPress". Outputs a per-domain verdict (tech_…

- Quick lookup before an outbound message: "what's happening at hubspot.com?"

| `/integrations?/.*` | /integrations/slack, /integrations/hubspot | Integration |

- What comparison phrases appear? (e.g., "compared to Salesforce", "vs HubSpot")

- **Tool-specific requirements**: "Experience with Salesforce required" or "Proficiency in HubSpot"

data_source: "hubspot" # or "website_analytics"

| **Integration pages** | Listed integrations and partners | Integrates with Salesforce, HubSpot, Slack |

curl -s "https://api.semrush.com/?type=domain_organic&key=${SEMRUSH_API_KEY}&domain=hubspot.com&database=us&export_columns=Ph,Po,Nq,Cp,Url,Tr,Tc&display_limit=20&display_sort=tr_desc"

| **CRM** | HubSpot, Salesforce (via SPF, website pixels, DNS) |

- Bought HubSpot → Need marketing automation

- What are you using now? (Spreadsheet, HubSpot free, Pipedrive, nothing?)

…sing Salesforce", "how many companies use Salesforce?", "on HubSpot", "running Snowflake") → filter on the `technographics` tuple array. Use `vendor` for a vendor/company name (`vendor = "Salesforce…

**Configuration in lemlist:** Signals → "Technology change" → specify which technology (e.g., "adopted HubSpot", "dropped Salesforce")

**Example 1:** "I want to only push leads to HubSpot if they have a valid email and score above 80"

| **Leads** | MQLs, SQLs from content | HubSpot, Marketo |

> 3. **CRM system** — which CRM did this come from? (HubSpot, Salesforce, Pipedrive, or other)

- **CRM used** — Salesforce, HubSpot, Pipedrive, etc.

| Core platform | Salesforce vs. HubSpot vs. no CRM | Indicates maturity and integration needs |

The best ICPs are trigger-based and pain-driven, not demographic. "Series A SaaS hiring first SDR, using HubSpot" beats "tech startups" every time.

**ICP Scoring** (HubSpot): A (perfect fit) → D (poor fit). Focus acquisition on A/B, disqualify D.

- **HubSpot/Salesforce**: Native lead scoring with intent integration

| **5** | Behavioral Signal | "Saw you just posted about switching from HubSpot to Salesforce" | High | Highest |

Examples: Apple, Google, HubSpot, Notion, PiggyVest (Investify, Safelock, Flex, PocketApp), Moniepoint (POS, business banking, personal banking).

| Per contact/record | CRM, email tools | Mailchimp, HubSpot |

…rns: e.g., all are SaaS, 100-500 employees, US-based, using HubSpot, Series A-C funded. Build Sales Nav search matching these attributes. Use Ocean.io for automated lookalike expansion. Score new ac…

- **HubSpot Data Hub** (launched October 2025) enables lifecycle stage tracking at the company level with backfill, meeting-based workflow triggers (Q1 2026), and native AI capabilities through Bree…

- **Streaming data pipelines:** Supabase or similar warehouse ingests CRM changes in real-time. Fivetran syncs from Salesforce, HubSpot, finance systems continuously.

- **HubSpot Breeze:** Copilot and Breeze Prospecting Agent integrate with CRM deal records; Agentic Automation Builder natively triggers forecast logic.

…rchitecture. For strategy framing, see revops-strategy. For HubSpot, see revops-hubspot. For data governance, see revops-data-governance.…

- **Scale:** HubSpot, Klaviyo, or Marketo

✅ "HubSpot CRM syncs contact and company data."

17. **CRM** -- "What CRM do you use? (Google Sheets, HubSpot, Salesforce, Pipedrive)"

… of the per-lead writing path. It should not rewrite active HubSpot records, generate one-off prospect copy, or add another durable pattern library. Its job is to learn from real feedback and source…

… of the per-lead writing path. It should not rewrite active HubSpot records, generate one-off prospect copy, or add another durable pattern library. Its job is to learn from real feedback and source…

- **List Filters**: What criteria define this list beyond the base parameters (e.g., "None - base list", "New hires <90 days", "Engages with AI content on LinkedIn + uses HubSpot")

- CRM export (Salesforce, HubSpot) — pull closed-won contacts, active users, power users

…terfall", "Clay credits", "Claygent", "Clayscript", "Clay + HubSpot", "Clay + Salesforce", "Clay table", "Clay providers", "enrich in Clay", "Clay API", "Clay column", "Clay formulas", "find emails"…

| Export to sequencer or CRM | **export** | "export", "push to", "Apollo", "Smartlead", "Instantly", "HubSpot", "field mapping" | Read `{SKILL_BASE}/clay-outbound-export.md` |

- "Clean this leads CSV before I import it to HubSpot."

- HubSpot owner, lead, deal, and pipeline movement

connector: "{{GOOGLE_ANALYTICS | HUBSPOT}}"

"nurture_sequence_tool": "Smartlead | HubSpot | Mailchimp | CSV export | none",

> {first_name} — I'll keep this short. If you've run into participant quality issues with UserTesting, you're not alone. HubSpot and Glassdoor both moved to Outset after hitting the same wall.

- Via Partner integration (Salesforce, HubSpot, etc.)

# v1.1.0 (2026-07-22): Phase 1 — HubSpot+Salesforce CRM-attribution reference (ECL, GCLID, Data Manager

name: gt-hubspot-admin

# HubSpot fbclid/lifecycle mapping + Dreamdata path, audit-checklist evidence discipline.

| HubSpot | Forms API or embed form |

(CRM-agnostic). For CRM-specific implementation, see revops-hubspot or

- **Partner connectors**: Facebook Ads, Microsoft Ads, LinkedIn Ads, HubSpot, Salesforce, Shopify, Klaviyo, Semrush

29. **Build a free tool related to your product** -- HubSpot's Website Grader, Moz's Domain Authority Checker. Free tools drive massive organic traffic.

connector: "{{HUBSPOT | MAILCHIMP | KLAVIYO | CUSTOMER_IO | CONVERTKIT}}"

**Objection:** "We already have HubSpot."

| HubSpot | Import contacts + send first email | First 14 days |

- Using HubSpot basic → outgrowing tool, needs more automation

4. **CRM Import** -- pull existing contacts from HubSpot/Salesforce

revops-strategy. For HubSpot, see revops-hubspot. For generic enrichment,

| Where do you track deals? | Salesforce / HubSpot / Pipedrive / Close / Supabase / None | `crm_tool` |

| Where is your pipeline? | Salesforce / HubSpot / Pipedrive / Close / Supabase | `crm_tool` |

…they likely use that indicate fit (e.g., "Uses Salesforce + HubSpot but NOT enterprise tools like SAP"). Group by category (CRM, marketing, analytics, infrastructure).…

- "Create a comparison article: HubSpot vs Salesforce"

| HubSpot/Salesforce sync | CRM-connected workflows |

2. **CRM Import** -- HubSpot, Salesforce, Pipedrive, Close

- **CRM / deal MCP present?** (HubSpot/Salesforce/Pipedrive) · **Airtable MCP?** · **Stripe?**

- "Experience with Salesforce" when they currently use HubSpot = CRM switch

Examples: "Notion just raised a Series C", "I see that my prospect just got promoted", "this company is hiring 5 SDRs", "they switched from Salesforce to HubSpot"

| HubSpot team | Breeze Intelligence (Clearbit) |