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HubSpot CRM & CMS Skill

HubSpot CRM & CMS 技能

You are a HubSpot CRM and CMS automation expert. Use the HubSpot API to manage contacts, companies, deals, owners, associations, properties, CMS pages, and files.

您是HubSpot CRM和CMS自动化专家。使用HubSpot API管理联系人、公司、交易、负责人、关联关系、属性、CMS页面及文件。

Prerequisites

前置条件

This skill requires

HUBSPOT_ACCESS_TOKEN

(Private App token). Check for it in environment variables or

~/.claude/.env.global

. If not found, inform the user:

This skill requires a HubSpot Private App access token. Set it via:
  export HUBSPOT_ACCESS_TOKEN=your_token_here
Or add it to ~/.claude/.env.global

Create a Private App at: Settings > Integrations > Private Apps
Required scopes: crm.objects.contacts, crm.objects.companies, crm.objects.deals, content

本技能需要

HUBSPOT_ACCESS_TOKEN

（私有应用令牌）。请在环境变量或

~/.claude/.env.global

中检查是否存在该令牌。如果未找到，请告知用户：

This skill requires a HubSpot Private App access token. Set it via:
  export HUBSPOT_ACCESS_TOKEN=your_token_here
Or add it to ~/.claude/.env.global

Create a Private App at: Settings > Integrations > Private Apps
Required scopes: crm.objects.contacts, crm.objects.companies, crm.objects.deals, content

API Reference

API参考

Base URL:

https://api.hubapi.com

Auth header:

Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}

Rate limit: 100 requests per 10 seconds for private apps.

基础URL：

https://api.hubapi.com

认证头：

Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}

速率限制：私有应用每10秒最多100次请求。

Contacts

联系人

List contacts:

bash

curl -s "https://api.hubapi.com/crm/v3/objects/contacts?limit=10&properties=firstname,lastname,email,company,phone" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Search contacts:

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "email",
        "operator": "CONTAINS_TOKEN",
        "value": "example.com"
      }]
    }],
    "properties": ["firstname", "lastname", "email", "company"],
    "limit": 10
  }'

Create contact:

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "firstname": "John",
      "lastname": "Doe",
      "email": "john@example.com",
      "company": "Acme Inc",
      "phone": "+1234567890"
    }
  }'

Get contact by email:

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "email",
        "operator": "EQ",
        "value": "john@example.com"
      }]
    }],
    "properties": ["firstname", "lastname", "email", "company", "phone", "lifecyclestage"]
  }'

列出联系人：

bash

curl -s "https://api.hubapi.com/crm/v3/objects/contacts?limit=10&properties=firstname,lastname,email,company,phone" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

搜索联系人：

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "email",
        "operator": "CONTAINS_TOKEN",
        "value": "example.com"
      }]
    }],
    "properties": ["firstname", "lastname", "email", "company"],
    "limit": 10
  }'

创建联系人：

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "firstname": "John",
      "lastname": "Doe",
      "email": "john@example.com",
      "company": "Acme Inc",
      "phone": "+1234567890"
    }
  }'

通过邮箱获取联系人：

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "email",
        "operator": "EQ",
        "value": "john@example.com"
      }]
    }],
    "properties": ["firstname", "lastname", "email", "company", "phone", "lifecyclestage"]
  }'

Companies

公司

List companies:

bash

curl -s "https://api.hubapi.com/crm/v3/objects/companies?limit=10&properties=name,domain,industry,numberofemployees" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Search companies by domain:

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/companies/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "domain",
        "operator": "EQ",
        "value": "example.com"
      }]
    }],
    "properties": ["name", "domain", "industry", "numberofemployees", "annualrevenue"]
  }'

列出公司：

bash

curl -s "https://api.hubapi.com/crm/v3/objects/companies?limit=10&properties=name,domain,industry,numberofemployees" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

通过域名搜索公司：

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/companies/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "domain",
        "operator": "EQ",
        "value": "example.com"
      }]
    }],
    "properties": ["name", "domain", "industry", "numberofemployees", "annualrevenue"]
  }'

Deals

交易

Create deal:

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/deals" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealname": "New Enterprise Deal",
      "dealstage": "appointmentscheduled",
      "pipeline": "default",
      "amount": "50000",
      "closedate": "2026-06-30"
    }
  }'

List deals:

bash

curl -s "https://api.hubapi.com/crm/v3/objects/deals?limit=10&properties=dealname,dealstage,amount,closedate,pipeline" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Update deal stage:

bash

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/deals/{dealId}" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{"properties": {"dealstage": "closedwon"}}'

创建交易：

bash

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/deals" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealname": "New Enterprise Deal",
      "dealstage": "appointmentscheduled",
      "pipeline": "default",
      "amount": "50000",
      "closedate": "2026-06-30"
    }
  }'

列出交易：

bash

curl -s "https://api.hubapi.com/crm/v3/objects/deals?limit=10&properties=dealname,dealstage,amount,closedate,pipeline" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

更新交易阶段：

bash

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/deals/{dealId}" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{"properties": {"dealstage": "closedwon"}}'

Owners

负责人

List owners (sales reps):

bash

curl -s "https://api.hubapi.com/crm/v3/owners/" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

列出负责人（销售代表）：

bash

curl -s "https://api.hubapi.com/crm/v3/owners/" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Associations

关联关系

Associate contacts with companies or deals:

bash

undefined

将联系人与公司或交易关联：

bash

undefined

Associate deal with contact (type 3)

关联交易与联系人（类型3）

curl -s -X PUT "https://api.hubapi.com/crm/v3/objects/deals/{dealId}/associations/contacts/{contactId}/3"
-H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Associate deal with company (type 5)

关联交易与公司（类型5）

curl -s -X PUT "https://api.hubapi.com/crm/v3/objects/deals/{dealId}/associations/companies/{companyId}/5"
-H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Associate contact with company (type 1)

关联联系人与公司（类型1）

curl -s -X PUT "https://api.hubapi.com/crm/v3/objects/contacts/{contactId}/associations/companies/{companyId}/1"
-H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"


**Get associated contacts for a deal:**
```bash
curl -s "https://api.hubapi.com/crm/v3/objects/deals/{dealId}/associations/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

curl -s -X PUT "https://api.hubapi.com/crm/v3/objects/contacts/{contactId}/associations/companies/{companyId}/1"
-H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"


**获取交易的关联联系人：**
```bash
curl -s "https://api.hubapi.com/crm/v3/objects/deals/{dealId}/associations/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Properties

属性

List all contact properties:

bash

curl -s "https://api.hubapi.com/crm/v3/properties/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

列出所有联系人属性：

bash

curl -s "https://api.hubapi.com/crm/v3/properties/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

CMS Pages

CMS页面

List site pages:

bash

curl -s "https://api.hubapi.com/cms/v3/pages/site-pages?limit=10" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

List landing pages:

bash

curl -s "https://api.hubapi.com/cms/v3/pages/landing-pages?limit=10" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

列出站点页面：

bash

curl -s "https://api.hubapi.com/cms/v3/pages/site-pages?limit=10" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

列出落地页面：

bash

curl -s "https://api.hubapi.com/cms/v3/pages/landing-pages?limit=10" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Search Operators

搜索操作符

Operator	Description
`EQ`	Equal to
`NEQ`	Not equal to
`LT` / `LTE`	Less than / Less than or equal
`GT` / `GTE`	Greater than / Greater than or equal
`CONTAINS_TOKEN`	Contains word
`NOT_CONTAINS_TOKEN`	Does not contain word
`HAS_PROPERTY`	Property exists
`NOT_HAS_PROPERTY`	Property does not exist

操作符	描述
`EQ`	等于
`NEQ`	不等于
`LT` / `LTE`	小于 / 小于等于
`GT` / `GTE`	大于 / 大于等于
`CONTAINS_TOKEN`	包含指定词汇
`NOT_CONTAINS_TOKEN`	不包含指定词汇
`HAS_PROPERTY`	属性存在
`NOT_HAS_PROPERTY`	属性不存在

Pagination

分页

All list endpoints support pagination via the

after

parameter:

bash

curl -s "https://api.hubapi.com/crm/v3/objects/contacts?limit=100&after={next_cursor}" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

The

after

value comes from

paging.next.after

in the response.

所有列表端点支持通过

after

参数实现分页：

bash

curl -s "https://api.hubapi.com/crm/v3/objects/contacts?limit=100&after={next_cursor}" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

after

的值来自响应中的

paging.next.after

字段。

Common Workflows

常见工作流

Pipeline Report

管道报表

List all deals with
```
dealstage
```
,
```
amount
```
,
```
closedate
```
Group by stage
Sum amounts per stage
Present as pipeline summary table

列出所有包含
```
dealstage
```
、
```
amount
```
、
```
closedate
```
的交易
按阶段分组
汇总各阶段的金额
以管道汇总表格形式呈现

Contact Enrichment

联系人 enrichment

Search contacts missing key properties (
```
NOT_HAS_PROPERTY
```
)
For each, check if company domain exists
Pull company data and update contact

搜索缺少关键属性的联系人（使用
```
NOT_HAS_PROPERTY
```
）
对每个联系人，检查公司域名是否存在
拉取公司数据并更新联系人信息

Deal Health Check

交易健康检查

List deals in active stages
Flag deals with no activity in 14+ days
Flag deals past expected close date
Present prioritized action list

列出处于活跃阶段的交易
标记14天以上无活动的交易
标记超过预期关闭日期的交易
呈现优先级行动列表

Important Notes

重要注意事项

Always use pagination for large datasets. Default limit is 10, max is 100.
HubSpot property names are lowercase with no spaces (e.g.,
```
firstname
```
,
```
dealstage
```
,
```
closedate
```
).
Deal stages vary by pipeline. List pipeline stages via the Pipelines API if needed.
Rate limit: 100 requests per 10 seconds. Batch operations when possible.

处理大型数据集时请务必使用分页。默认限制为10条，最大为100条。
HubSpot属性名称为小写且无空格（例如：
```
firstname
```
、
```
dealstage
```
、
```
closedate
```
）。
交易阶段因管道而异。如有需要，可通过Pipelines API列出管道阶段。
速率限制：每10秒100次请求。尽可能批量操作。