hubspot-automation

HubSpot CRM Automation Skills

Skill Overview

Automatically operate HubSpot CRM through natural conversation—without writing code—to complete tasks such as contact management, bulk company operations, pipeline tracking, and ticket filtering.

Use Cases

1. Bulk Data Entry and Management for Customer Records

When you need to enter large amounts of customer information into HubSpot, simply provide the data. The skill will automatically create contacts or company records in batches (up to 100 records per batch) and automatically search for duplicates before creation. Suitable for scenarios like importing business cards in bulk after an event or migrating customer data from other systems.

2. Sales Pipeline Data Analysis and Tracking

When you need to review deal progress, you can search and filter deals using criteria such as pipeline stage, owner, and time range to quickly identify key opportunities. It supports getting the full mapping between pipelines and stages, making it easier to generate sales reports or follow up on overdue deals.

3. Customer Service Ticket Management and Custom Field Expansion

Customer support teams can search tickets by criteria such as status, time, and priority to quickly locate tickets that need attention. When you need to add new business fields, you can create custom properties and specify their type (text, number, date, enumeration, etc.) to extend HubSpot’s data model.

Core Features

1. Bulk Operations for Contacts and Companies

Supports creating contacts either singly or in bulk (up to 100 per batch), including fields such as name, email, phone, and company. Company records also support bulk creation and updates. All bulk operations automatically handle pagination, so you don’t need to split batches manually.

2. Deal and Pipeline Management

You can retrieve definitions for all pipelines and stages, search deals using various criteria (pipeline, stage, creation date, close date, owner, etc.), and support paginated retrieval of large datasets.

3. Ticket Search and Custom Properties

Supports flexible ticket filtering conditions, and can discover and use the names of all available properties. When you need to extend fields, you can create custom properties, including option definitions for enumeration types.

FAQs

Does HubSpot Automation require an API key?

No. This skill connects to HubSpot via Rube MCP and Composio integration. In the client configuration, add https://rube.app/mcp as the MCP server, then complete HubSpot OAuth authorization to use the skill—no need to request or manage API keys.

How many records can HubSpot bulk operations process at most in one run?

Each bulk operation (creating contacts, creating companies, updating companies, etc.) supports up to 100 records. If you need to process more data, the skill will automatically split it into batches and summarize the results. For search-type operations, the default is to return 100 records per page; you can use cursor pagination to retrieve all data.

How do I connect HubSpot in Claude?