"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."
Resources
1Install
npx skillscat add refly-ai/refly-skills/hubspot Install via the SkillsCat registry.
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.
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 "$RESULT" | jq -r '.payload.workflowExecutions[0].id')
# RUN_ID is we-xxx format, use this for workflow commandsStep 2: Open Workflow in Browser and Wait for Completion
open "https://refly.ai/workflow/c-rocmop29fu4ta02pucb4btgp"
refly workflow status "$RUN_ID" --watch --interval 30000Step 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