name: hubspot
description: Manage contacts, deals, and marketing automation with HubSpot's all-in-one CRM platform.
category: marketing

HubSpot Skill

Manage contacts, deals, and marketing automation with HubSpot's all-in-one CRM platform.

Quick Install

curl -sSL https://canifi.com/skills/hubspot/install.sh | bash

Or manually:

cp -r skills/hubspot ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set HUBSPOT_API_KEY "your_api_key"
canifi-env set HUBSPOT_ACCESS_TOKEN "your_access_token"
canifi-env set HUBSPOT_PORTAL_ID "your_portal_id"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:
1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. Contact Management: Create, update, and organize contacts with custom properties
2. Deal Pipeline: Manage sales deals through customizable pipeline stages
3. Email Tracking: Send tracked emails and view engagement metrics
4. Task Management: Create and manage sales tasks and follow-ups
5. Marketing Automation: Create email campaigns and automated workflows

Usage Examples

Create Contact

User: "Add John Smith to HubSpot with email [email protected]"
Assistant: Creates new contact with provided details

Update Deal Stage

User: "Move the Acme Corp deal to 'Closed Won' in HubSpot"
Assistant: Updates deal stage in the pipeline

Search Contacts

User: "Find all HubSpot contacts from TechCorp"
Assistant: Returns contacts matching company name

Create Task

User: "Create a follow-up task for the Johnson deal tomorrow"
Assistant: Creates task linked to the deal

Authentication Flow

1. Create app in HubSpot developer portal
2. Choose API key or OAuth 2.0 authentication
3. For OAuth, implement authorization code flow
4. Store tokens securely with refresh logic

Error Handling

Notes

• Free CRM with limited features
• API rate limit: 100 requests per 10 seconds
• Starter tier for basic marketing tools
• Professional tier for advanced automation
• Enterprise tier for custom reporting
• Native integrations with 1000+ apps