refly-ai

hubspot

"Integrate with HubSpot for CRM management. Use when you need to: (1) manage contacts and deals, (2) track sales pipelines, or (3) automate marketing and CRM workflows."

refly-ai 201 25 Updated 7mo ago

Resources

1
GitHub

Install

npx skillscat add refly-ai/refly-skills/hubspot

Install via the SkillsCat registry.

About this skill

This skill integrates with HubSpot to manage CRM data, including contacts, deals, and sales pipelines. It automates marketing workflows and streamlines record management to reduce manual data entry. Developers and agents should use it when they need to create or update customer information and track sales stages within a HubSpot environment.

SKILL.md

Hubspot

Integrate with HubSpot for CRM management. Use when you need to: (1) manage contacts and deals, (2) track sales pipelines, or (3) automate marketing and CRM workflows.

Input

Provide input as JSON:

{
  "contact_email": "Email address of the contact to manage",
  "contact_name": "Full name of the contact",
  "company_name": "Company name associated with the contact",
  "deal_name": "Name of the deal to create or manage",
  "deal_amount": "Deal value in dollars (e.g., 50000)",
  "deal_stage": "Deal pipeline stage (e.g., prospecting, qualified, closed-won)"
}

Execution (Pattern C: Action)

Step 1: Run the Skill and Get Run ID

RESULT=$(refly skill run --id skpi-bhvgls7ymywqlsbyqfsfn92a --input '{
  "contact_email": "lead@example.com",
  "first_name": "Jane",
  "last_name": "Smith",
  "company": "Acme Inc"
}')
RUN_ID=$(echo "$RESULT" | jq -r '.payload.workflowExecutions[0].id')
# RUN_ID is we-xxx format, use this for workflow commands

Step 2: Open Workflow in Browser and Wait for Completion

open "https://refly.ai/workflow/c-rocmop29fu4ta02pucb4btgp"
refly workflow status "$RUN_ID" --watch --interval 30000

Step 3: Confirm Action Status

# Confirm contact/deal created
STATUS=$(refly workflow detail "$RUN_ID" | jq -r '.payload.status')
echo "Action completed with status: $STATUS"

Expected Output

  • Type: API Response
  • Format: JSON CRM data (record ID, link)
  • Action: Confirm record created/updated successfully

Rules

Follow base skill workflow: ~/.claude/skills/refly/SKILL.md