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}}"

…r battlecard, and generate a messaging matrix. Connect your HubSpot or Salesforce or upload your materials; it outputs a ready-to-use Excel workbook. Also triggers on: GTM playbook, GTM strategy, go…

| **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}}"

… `actionSlug` a workflow node needs. Triggers: \"connect my HubSpot\", \"is Salesforce connected\", \"what integrations do you support\", \"can Cargo talk to <tool>\", \"what actions does <provider>…

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…

**HubSpot:**

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

- `references/hubspot-workflows.md`: pipeline configurations, workflow specs, property catalog, Breeze AI patterns, tier requirements

name: revops-hubspot

- **HubSpot Agentic Automation Builder**: Breeze Prospecting Agent ($1.00 per recommended lead) can qualify inbound leads against BANT/SPICED before they reach AE. For deal qualification, custom wor…

| 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.

(`dataset: hubspot`, `tools: [enrich]`), or `xxRef("uuid")` for a resource you

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.)

| CRM integration | Salesforce, HubSpot, Marketo native |

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`).

| CRM/private | Salesforce, HubSpot, Attio | Deepline OAuth/private connector | Query customer-authorized APIs, no…

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

- CRM setup or data hygiene → `gt-hubspot-admin` / `gt-salesforce-admin`.

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) |

- `competitors` -- optional competitor names (e.g. "Clay, Apollo, HubSpot")

- 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 elements. Trigger phrases: "merge our CRMs", "consolidate two HubSpot portals", "HubSpot

…ix (3 tiers: manager, VP, CRO). Implement Salesforce CPQ or HubSpot CPQ for quote templating. Target: 6-12 weeks to formalized state.…

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

| **Tier 7 — Integration marketplaces** | When integrations ship | Zapier, HubSpot, Slack, Airtable, Notion | ~5 |

**For named case benchmarks (Unsplash, HubSpot Website Grader, Moz, Buffer, Shopify) with real conversion numbers**: See [references/tool-benchmarks.md](references/tool-benchmarks.md)

**Tools that do this:** HubSpot (with Clearbit data layer), Hightouch (warehouse-native), Totango, Kumo. The pattern is warehouse-first: compute the score in dbt, sync it back to the CRM via reverse…

| 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.

├─ HubSpot (native OAuth integration)

For HubSpot, see revops-hubspot. For funnel math, see revops-metrics. For ICP

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

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

Example: HubSpot agency → sees broken RevOps → refers to operator.

| **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).

- HubSpot: `{{contact.firstname}}`

| Per feature | Modular products | HubSpot add-ons |

| 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…

| **HubSpot** | CRM, marketing automation, lead scoring, workflows | [hubspot.md](../../tools/integrations/hubspot.md) |

obsolete. BOUNDARY: For HubSpot adoption, see revops-hubspot. For GTM org change, see gtm-planning.

- **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.

- Platform shift to outcome-based agent pricing (HubSpot Breeze Agents; Salesforce Agentforce): Architect reviews cost model and automation ROI.

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

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

- Examples: uses `Salesforce`, uses `HubSpot`, runs on `AWS`.

✅ "HubSpot CRM syncs contact and company data."

| Per feature | Modular products | HubSpot add-ons |

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

| **HubSpot** | CRM lead-source + self-reported fields | ✓ | [hubspot.md](../../tools/integrations/hubspot.md) |

… 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")

- **Integration** = external service type (HubSpot, Clearbit, Salesforce, …)

…g>","name":"Accounts","description":null,"integrationSlug":"hubspot","modelUuid":null,"filter":null,"selectedColumnSlugs":null,"limit":null,"prompt":null,"isReadOnly":true}]'…

autocomplete_action → resolve a field needing a picked id (HubSpot object type, Slack channel)

--description "Page when the HubSpot sync starts failing" \

`autocompletes` (config fields that need a picked id — a HubSpot object type, a

- 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."

| CRM (HubSpot, Salesforce) | Reporting access | Client | Day 2-3 |

- HubSpot owner, lead, deal, and pipeline movement

**Flagship proof:** HubSpot's partner program = **$100M ARR, ~40% of revenue, 3,400+ partners.** Mature programs average **~28% of revenue and 2× growth**.

- Confirm estimated credit use and HubSpot activity logging before the first live call

connector: "{{GOOGLE_ANALYTICS | HUBSPOT}}"

| **HubSpot Data Platform** | 200M+ contacts (vendor-reported; formerly Clearbit) | Real-time enrichment; technographics; HubSpot-native | HubSpot-native teams; tech companies. Note: Clearbit standa…

…gle_workspace,govfiles,grain,hackernews,harvestapi,heyreach,hubspot,hunter,icypeas,instantly,intercom,ipqs,kaspr,kernel,leadmagic,lemlist,limadata,linkedin_ads_audiences,linkedin_scraper,luma,lusha,…

"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.

| HubSpot | B2B inbound | Breeze agents |

…recommended lead action); LLM call analysis is feasible via HubSpot Breeze (Breeze Customer Agent) or Salesforce Data 360 Intelligent Context for mature organizations. Pilot with top 20-50 accounts …

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

…hment waterfall, Clay credits, Claygent, Clayscript, Clay + HubSpot, Clay + Salesforce, Clay table, Clay providers, enrich in Clay, Clay API, Clay column, Clay formulas, find emails, email waterfall…

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

name: gt-hubspot-admin

# v2.1.0 (2026-07-21): P1 additions — CRM-attribution reference (HubSpot + Salesforce, offline

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

… "create an ICP for lean B2B SaaS", "our ICP should require HubSpot", "delete the SaaS ICP", or "check the ICPs". Owns the ICP files and their 13 company criteria. Not for the workspace, its members…

| 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

- Marketing automation (HubSpot, Marketo for email performance, nurture metrics)

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

…design between partner and direct, see revops-handoffs. For HubSpot implementation, see revops-hubspot.…

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

implementation, see revops-hubspot or revops-salesforce. For forecast

…not raw usage | $1.00 per resolved customer-support ticket (HubSpot, April 2026) | Very High: requires a success indicator, lag in measurement, dispute handling |…

- **Company technology** (e.g., "Salesforce", "HubSpot")

include?: string[]; // e.g., ["Salesforce", "HubSpot"]

HubSpot Breeze and Salesforce Agentforce shift how metrics are collected and populated:

- HubSpot Revenue Intelligence (native to Operations Hub) surfaces deal risk and close probability by deal stage

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

see icp-builder. For CRM implementation, see revops-hubspot.

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

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

- CRM system (Salesforce, HubSpot, Pipedrive) with standardized opportunity data

…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) |