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HubSpot Skill

HubSpot Skill

Manage contacts, deals, and marketing automation with HubSpot's all-in-one CRM platform.
借助HubSpot的一体化CRM平台管理联系人、销售交易及营销自动化流程。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/hubspot/install.sh | bash
Or manually:
bash
cp -r skills/hubspot ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/hubspot/install.sh | bash
或手动安装：
bash
cp -r skills/hubspot ~/.canifi/skills/

Setup

配置步骤

Configure via canifi-env:
bash
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通过canifi-env进行配置：
bash
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First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

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

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"
undefined
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"
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Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
你的凭证，由你掌控。 Canifi LifeOS 尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

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
如果你不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化配置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用你的已认证会话，全程不会获取你的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
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.
如果你愿意共享凭证，可将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅可在你的本地设备访问，绝不会被传输至外部。

Capabilities

功能特性

  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
  1. 联系人管理：创建、更新联系人，并通过自定义属性进行分类
  2. 销售交易管道：通过可自定义的管道阶段管理销售交易
  3. 邮件追踪：发送可追踪的邮件并查看互动指标
  4. 任务管理：创建并管理销售任务及跟进事项
  5. 营销自动化：创建邮件营销活动及自动化工作流

Usage Examples

使用示例

Create Contact

创建联系人

User: "Add John Smith to HubSpot with email john@company.com"
Assistant: Creates new contact with provided details
用户："将John Smith添加至HubSpot，邮箱为john@company.com"
助手：根据提供的信息创建新联系人

Update Deal Stage

更新交易阶段

User: "Move the Acme Corp deal to 'Closed Won' in HubSpot"
Assistant: Updates deal stage in the pipeline
用户："将Acme Corp的交易状态更新为'已成交'"
助手：在交易管道中更新该交易的阶段

Search Contacts

搜索联系人

User: "Find all HubSpot contacts from TechCorp"
Assistant: Returns contacts matching company name
用户："查找HubSpot中所有来自TechCorp的联系人"
助手：返回匹配公司名称的联系人列表

Create Task

创建任务

User: "Create a follow-up task for the Johnson deal tomorrow"
Assistant: Creates task linked to the deal
用户："为Johnson的交易创建明天的跟进任务"
助手：创建与该交易关联的任务

Authentication Flow

认证流程

  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
  1. 在HubSpot开发者平台创建应用
  2. 选择API密钥或OAuth 2.0认证方式
  3. 若使用OAuth，需实现授权码流程
  4. 安全存储令牌并实现刷新逻辑

Error Handling

错误处理

ErrorCauseSolution
401 UnauthorizedInvalid or expired tokenRefresh access token
403 ForbiddenInsufficient scopesRequest additional permissions
429 Rate LimitedToo many requestsImplement backoff (10 req/sec)
404 Not FoundObject doesn't existVerify object ID
错误类型原因解决方案
401 未授权令牌无效或已过期刷新访问令牌
403 禁止访问权限范围不足请求额外权限
429 请求受限请求次数过多实现退避策略（限制为10次/秒）
404 未找到对象不存在验证对象ID的正确性

Notes

注意事项

  • 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
  • 免费版CRM功能有限
  • API请求限制：每10秒最多100次请求
  • 入门版包含基础营销工具
  • 专业版提供高级自动化功能
  • 企业版支持自定义报表
  • 原生集成1000+款应用