HubSpot Sales
Run your HubSpot sales workflow directly from Claude. Adds skills that cover the full sales day: import contacts and deals into HubSpot, get a prioritised morning brief, prep for any call with full CRM context, draft personalised follow-ups grounded in deal history, log calls and update records by describing what happened, and review your pipeline to surface stalling deals. Everything writes back to HubSpot.
Skills (9)
Claude uses these on its own when your request matches.
- call-prepPrepares a focused brief before a sales call or meeting. Pulls CRM history, open deals, recent notes, email threads, and company news. Falls back to calendar and email if the contact isn't in HubSpot yet. ALWAYS use this skill before a call or meeting — "prep me for my call…
- contact-lookupPulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and associated company. Returns a clean summary in chat. ALWAYS use this skill when the user asks about a specific person by name — "pull up X", "show me X's record",…
- daily-briefGenerates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes). Shows today's meetings, surfaces GTM tasks with effort-aware scheduling, deduplicates suggestions against existing HubSpot tasks, and outputs as readable…
- follow-upDrafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes, and email history. Opens HubSpot with the email pre-populated so the rep can review and send with full tracking. If deal-related, updates the next step or deal…
- hubspotMain HubSpot assistant and entry point for all CRM tasks. Handles direct lookups, stats, quick field updates, and how-to questions — and routes to specialized skills (call-prep, daily-brief, follow-up, log-call, pipeline-pulse, import-contacts) when a specific workflow is…
- import-contactsImports contacts into HubSpot from any source — a CSV file, a pasted list, or data from connected apps like Gmail. Handles field mapping, duplicate detection, batch import, and company association. ALWAYS use this skill when the user wants to bring contacts into HubSpot —…
- log-callLogs a call, meeting, or conversation against a HubSpot contact. Writes a note, updates deal stage, next step, close date, and priority, updates contact lead status and lifecycle stage, and creates a follow-up task. ALWAYS use this skill when the user reports on a completed…
- onboardingGuided setup for a new or empty HubSpot portal. Captures sales goals and imports initial contacts to get the user started quickly. ALWAYS use this skill when the user is setting up HubSpot for the first time or needs onboarding help — "set up my HubSpot", "get me started", "I…
- pipeline-pulseQuick pipeline snapshot — deals by stage, activity age, next step status, and closing timeline. Surfaces deals with no next step, highlights stalled deals, and proactively generates follow-up tasks you can add to HubSpot by replying. ALWAYS use this skill for any pipeline…
MCP server
Added to Claude Code when you install the plugin. You sign in to HubSpot Sales the first time it is used.
- hubspotRemote
https://mcp.hubspot.com/anthropic
Agents (2)
Specialized helpers Claude can hand work to.
- account-researchPerforms parallel research on a HubSpot contact and their company. Pulls CRM data, deals, notes, tasks, email history, and company context simultaneously, then returns a structured summary ready for use by other skills. Use this agent whenever a skill needs a full account…
- brief-fetcherRuns 4–6 parallel data fetches to power the Daily Brief skill. Queries HubSpot for cold contacts, overdue tasks, and stalling deals, plus any available connectors (email, calendar, Slack). Returns a single structured JSON payload the Daily Brief skill can inject directly into…
Install
Run in your terminal
claude plugin install hubspot-sales@claude-plugins-officialClaude Code already includes the claude-plugins-official marketplace, so this installs directly. Start a new Claude Code session to use it.
Already in a Claude Code session?
Install
/plugin install hubspot-sales@claude-plugins-officialPublished in Anthropic's claude-plugins-official marketplace (anthropics/claude-plugins-official).
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