HubSpot Sales plugin for Claude

Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and associated company. Returns a clean summary in chat.

Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes). Shows today's meetings, surfaces GTM tasks with effort-aware scheduling, deduplicates suggestions…

Drafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes, and email history. Opens HubSpot with the email pre-populated so the rep can review and send with…

Main HubSpot assistant and entry point for all CRM tasks. Handles direct lookups, stats, quick field updates, and how-to questions — and routes to specialized skills (call-prep, daily-brief, follow-up, log-call, pipel…

Imports contacts into HubSpot from any source — a CSV file, a pasted list, or data from connected apps like Gmail. Handles field mapping, duplicate detection, batch import, and company association.

Logs a call, meeting, or conversation against a HubSpot contact. Writes a note, updates deal stage, next step, close date, and priority, updates contact lead status and lifecycle stage, and creates a follow-up task.

Guided setup for a new or empty HubSpot portal. Captures sales goals and imports initial contacts to get the user started quickly.

Quick pipeline snapshot — deals by stage, activity age, next step status, and closing timeline. Surfaces deals with no next step, highlights stalled deals, and proactively generates follow-up tasks you can add to HubS…