hubspot-create-company_skill

Overview

This skill creates a new company record in HubSpot CRM when you say phrases like "create company", "add company", or "new company". It requires a company name and accepts optional fields such as domain, industry, city, and phone. The skill returns the new company ID and key properties after creation. It includes preflight checks to confirm HubSpot configuration and permissions before proceeding.

How this skill works

The skill validates that HubSpot credentials and required API scopes are configured, then submits a create request to the HubSpot Companies API with the provided fields. On success it returns the created company ID and the populated properties (name, domain, industry, created date, etc.). On failure it surfaces common HTTP error conditions and guidance for remediation.

When to use it

• Add a new customer or account to HubSpot CRM from a chat or automation.
• Quickly capture a lead company with minimal details (name + optional domain).
• Create company records before linking contacts or deals.
• Automate bulk creation workflows when you have standardized data.
• Create test companies in a sandbox environment for QA.

Best practices

• Always run the preflight config check to confirm credentials and required scopes before creating records.
• Search for an existing company first to avoid duplicates (handle 409 Conflict responses).
• Provide the domain when available to improve deduplication and enrichment.
• Handle rate limits (429) by retrying with exponential backoff.
• Ensure the integration has crm.objects.companies.write scope to avoid 403 errors.

Example use cases

• Create a minimal company with only a name during a discovery call.
• Add a prospect record with name, domain, industry, and city from a lead capture form.
• Automate company creation as part of onboarding when signing a new client.
• Create sample companies in a test account to validate CRM automations.
• Integrate with other systems to sync newly approved accounts into HubSpot.