Fähigkeiten hubspot-automation
📦

hubspot-automation

Niedriges Risiko 🌐 Netzwerkzugriff

Automate HubSpot CRM Operations with AI

Manual CRM data entry and pipeline management consume hours each week. This skill automates HubSpot operations including contacts, companies, deals, and tickets through AI-powered workflows.

Unterstützt: Claude Codex Code(CC)
🥉 72 Bronze
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Teste es

Verwendung von "hubspot-automation". Search for contacts with email domain @acme.com and return their full names and company associations

Erwartetes Ergebnis:

Found 12 contacts matching criteria: John Smith (Acme Corp), Jane Doe (Acme Corp), Bob Johnson (Acme Corp). Results include contact IDs for downstream operations.

Verwendung von "hubspot-automation". Create 3 new contacts in batch with emails, names, and phone numbers

Erwartetes Ergebnis:

Successfully created 3 contacts. Returned IDs: 12345678, 12345679, 12345680. All contacts are now searchable and can be associated with companies or deals.

Verwendung von "hubspot-automation". List all deal pipelines and show stages for the primary sales pipeline

Erwartetes Ergebnis:

Found 2 pipelines: 'Sales Pipeline' (ID: abc123) with stages: Prospecting, Qualification, Proposal, Closed Won, Closed Lost. 'Partner Pipeline' (ID: def456) with stages: Lead, Opportunity, Closed.

Sicherheitsaudit

Niedriges Risiko
v1 • 2/25/2026

Static analyzer flagged 129 external_commands patterns which are FALSE POSITIVES - these are Markdown backticks for code formatting, not Ruby shell execution. One legitimate network dependency detected (rube.app/mcp server) which is the intended MCP architecture. No malicious patterns, credential exfiltration, or command injection vectors found. Skill is safe for publication with network access disclosure.

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Gescannte Dateien
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Analysierte Zeilen
2
befunde
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Gesamtzahl Audits
Probleme mit niedrigem Risiko (1)
SKILL.md:22
External MCP Server Dependency
Skill requires connection to external MCP server at rube.app/mcp for HubSpot API access. This is legitimate architecture but represents a third-party dependency.

Risikofaktoren

🌐 Netzwerkzugriff (1)
SKILL.md:22
Auditiert von: claude

Qualitätsbewertung

38
Architektur
100
Wartbarkeit
87
Inhalt
50
Community
88
Sicherheit
91
Spezifikationskonformität

Was du bauen kannst

Sales Team Contact Import

Import and deduplicate leads from trade show collections by searching existing contacts before batch creation, then associate with relevant companies and deals.

Support Ticket Triage Automation

Search tickets by status and date range, identify overdue items, and update properties to flag priority cases for immediate team attention.

Pipeline Health Reporting

Retrieve all deal pipelines and stages, search deals by stage and owner, then generate summary reports on pipeline velocity and conversion rates.

Probiere diese Prompts

Create a New Contact 
Create a HubSpot contact for John Smith with email john.smith@example.com, phone 555-0100, and company Acme Corp. First verify the connection is active, then search for existing contacts with this email to avoid duplicates before creating.
Batch Import Companies 
I have 250 companies to import into HubSpot. Chunk them into batches of 100, search for existing companies by domain name to prevent duplicates, then create only the new ones. Store all returned company IDs for later association with contacts.
Deal Pipeline Analysis 
Retrieve all deal pipelines and their stages. Search for deals in the 'Qualification' stage owned by Sarah Johnson created in the last 30 days. Paginate through all results and summarize the total count, combined deal amount, and average deal size.
Custom Property Setup 
Create a custom enumeration property called 'Lead Source Channel' for contacts with options: Organic Search, Paid Ads, Referral, Trade Show, and Direct. First check existing properties to confirm it doesn't already exist, then create it in the 'Lead Information' property group.

Bewährte Verfahren

  • Always call HUBSPOT_GET_ACCOUNT_INFO first to verify connection status before executing any CRM operations
  • Search for existing records by email or domain before creating contacts or companies to prevent duplicates
  • Use READ_ALL_PROPERTIES_FOR_OBJECT_TYPE to discover internal property names before building filter queries
  • Chunk batch operations into groups of 100 records maximum and store returned IDs between batches
  • Follow pagination cursors via paging.next.after until absent to retrieve complete result sets

Vermeiden

  • Creating contacts without first searching for duplicates - results in fragmented contact records
  • Using display names instead of internal property names in filters - returns zero results without errors
  • Ignoring batch limits and attempting to create 500+ records in single call - API will reject request
  • Assuming date formats are consistent across endpoints - parse defensively for both epoch-ms and ISO strings

Häufig gestellte Fragen

What do I need before using this skill?
You need Rube MCP configured in your AI client and an active HubSpot connection via Composio. Run HUBSPOT_GET_ACCOUNT_INFO to verify your connection status before starting workflows.
How do I avoid creating duplicate contacts?
Always call HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA with the contact email before creating. If results exist, update the existing record instead of creating a new one.
Why am I getting 'Property values were not valid' errors?
This occurs when using incorrect property names or enumeration values. Use HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE to discover exact internal property names and valid option values.
How do I import more than 100 records?
Chunk your data into batches of 100 records maximum. Process each batch separately, storing the returned IDs before proceeding to the next batch.
Can I create custom fields in HubSpot?
Yes. Use HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE to create custom properties. For enumeration fields, pre-define the value and label options in the options array.
How do I find the pipeline ID for a specific deal stage?
Call HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE with objectType 'deals', then use HUBSPOT_RETRIEVE_PIPELINE_STAGES to get stage IDs within a specific pipeline.

Entwicklerdetails

Autor

sickn33

Lizenz

MIT

Repository

https://github.com/sickn33/antigravity-awesome-skills/tree/main/skills/hubspot-automation

Ref

main

Dateistruktur

📄 SKILL.md