hubspot-core-workflow-a

Featured

Build a complete HubSpot CRM contact-to-deal pipeline workflow. Use when implementing lead capture, contact management, deal creation, or end-to-end sales pipeline automation with HubSpot. Trigger with phrases like "hubspot sales pipeline", "hubspot lead workflow", "hubspot contact to deal", "hubspot CRM automation", "hubspot pipeline".

AI & Automation 2,266 stars 315 forks Updated today MIT

Install

View on GitHub

Quality Score: 99/100

Stars 20%
100
Recency 20%
100
Frontmatter 20%
70
Documentation 15%
100
Issue Health 10%
50
License 10%
100
Description 5%
100

Skill Content

# HubSpot Core Workflow A: Contact-to-Deal Pipeline ## Overview End-to-end workflow: capture a lead, create/update contact, create company, create deal in pipeline, advance deal stages, and log activities. The primary money-path workflow for HubSpot CRM. ## Prerequisites - Completed `hubspot-install-auth` setup - Scopes: `crm.objects.contacts.write`, `crm.objects.companies.write`, `crm.objects.deals.write` - Understanding of your HubSpot deal pipeline and stages ## Instructions ### Step 1: Capture and Upsert Contact ```typescript import * as hubspot from '@hubspot/api-client'; const client = new hubspot.Client({ accessToken: process.env.HUBSPOT_ACCESS_TOKEN!, numberOfApiCallRetries: 3, }); interface LeadInput { email: string; firstName: string; lastName: string; company: string; phone?: string; source?: string; } async function upsertContact(lead: LeadInput): Promise<string> { // Search for existing contact by email // POST /crm/v3/objects/contacts/search const existing = await client.crm.contacts.searchApi.doSearch({ filterGroups: [{ filters: [{ propertyName: 'email', operator: 'EQ', value: lead.email }], }], properties: ['firstname', 'lastname', 'email'], limit: 1, after: 0, sorts: [], }); if (existing.results.length > 0) { // Update existing contact const contactId = existing.results[0].id; await client.crm.contacts.basicApi.update(contactId, { properties: { firstname: lead.firstNa...

Details

Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
7 months ago
Last Updated
today
Language
Python
License
MIT

Integrates with

Similar Skills

Semantically similar based on skill content — not just same category

AI & Automation Featured

hubspot-hello-world

Create a working HubSpot CRM example with contacts, companies, and deals. Use when starting a new HubSpot integration, testing your setup, or learning basic CRM API patterns with real endpoints. Trigger with phrases like "hubspot hello world", "hubspot example", "hubspot quick start", "first hubspot API call", "hubspot contact create".

2,266 Updated today
jeremylongshore
AI & Automation Solid

hubspot-connector

HubSpot CRM and Marketing Hub integration for sales and marketing alignment

1,034 Updated today
a5c-ai
AI & Automation Featured

hubspot-core-workflow-b

Build HubSpot marketing automation with emails, forms, lists, and tickets. Use when implementing marketing email campaigns, form submissions, contact list management, or support ticket workflows. Trigger with phrases like "hubspot marketing", "hubspot email campaign", "hubspot forms", "hubspot lists", "hubspot tickets", "hubspot automation".

2,266 Updated today
jeremylongshore
AI & Automation Featured

hubspot-migration-deep-dive

Execute CRM data migration to HubSpot with batch imports and validation. Use when migrating from Salesforce/Pipedrive/spreadsheets to HubSpot, performing bulk data imports, or re-platforming to HubSpot CRM. Trigger with phrases like "migrate to hubspot", "hubspot data import", "salesforce to hubspot", "hubspot migration", "bulk import hubspot".

2,266 Updated today
jeremylongshore
AI & Automation Listed

hubspot

Read HubSpot contacts, companies, and deals; update deal stages and lifecycle stages; log notes and tasks through gateway-managed bearer tokens.

108 Updated today
HybridAIOne