hubspot_skill

Overview

This skill connects to HubSpot CRM to view contacts, companies, deals, tickets, owners, and marketing data. It uses the official Python hubspot-api-client and an access token to retrieve and display CRM records. The skill is intended for read-focused queries about leads, accounts, pipelines, and campaign activity. It provides quick programmatic examples to list and inspect key objects.

How this skill works

The skill authenticates using a HubSpot private app access token and calls the hubspot-api-client endpoints for contacts, companies, deals, tickets, and owners. It retrieves pages of records and selected properties, then formats concise summaries for responses. The skill can be extended to include write scopes but defaults to read-only access unless additional permissions are granted.

When to use it

• You mention HubSpot, CRM, contacts, companies, deals, tickets, or owners.
• You need a quick list or summary of recent leads, accounts, or deal pipelines.
• You want contact or company property values (email, domain, owner).
• You want to verify HubSpot data is present or inspect sample records.
• You need to confirm API access or troubleshoot missing permissions.

Best practices

• Use a HubSpot private app access token stored in an environment variable (HUBSPOT_ACCESS_TOKEN).
• Limit page sizes and request only required properties to reduce latency and API usage.
• Grant only the scopes needed; add write scopes only when you intend to modify data.
• Cache results for frequent queries and respect HubSpot rate limits.
• Use clear property names when requesting properties (e.g., dealname, amount, dealstage).

Example use cases

• List the 10 most recent contacts and show name and email.
• Fetch 10 companies and display company name and primary domain.
• Retrieve open deals with deal name, amount, and deal stage for pipeline review.
• Confirm which owner is assigned to a contact or company.
• Validate that the HUBSPOT_ACCESS_TOKEN is set and that the client can fetch a basic page of contacts.