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Claude Plugin · Built by HubSpot

HubSpot Sales Plugin for Claude

Built for sales teams who want to manage their CRM in Claude. Prep for calls, uncover deal opportunities, draft follow-ups, and run your pipeline all from inside Claude.

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Sales skills for Claude

Purpose-built skills for your entire sales workflow, from first call to closed deal.

/daily-brief

Prioritize your day

Start every morning with a prioritized view of your open deals, overdue tasks, and stalled contacts, with suggested next steps.

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/call-prep

Prep for every call

Get a full brief before any call: deal history from HubSpot, recent notes, open tasks, and company context. Everything in one place before you dial.
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/follow-up

Follow up with the right message

Draft personalized follow-up emails grounded in deal context, recent calls, and email history. Save as a draft and send it from HubSpot.

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/import

Upload your contacts, fast

Bring contacts in from a CSV, a pasted list, or your email. The skill handles field mapping and duplicate detection.

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/log-call

Never forget a conversation

After a call, debrief in plain language. Claude captures the notes, updates the deal stage, and creates the follow-up task.

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/pipeline-pulse

Spot what's stalling

See what’s stalling, what’s missing, and what needs attention before it slips or goes cold.

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/contact-lookup

Details on any contact

Pull a full profile on any contact in your CRM: deal status, lifecycle stage, last interaction, open tasks, and company.

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/hubspot

Run your CRM in Claude

Your catch-all for anything CRM: quick lookups, field updates, stats, and questions about your account.

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Language SelectorThe Connector
Get the connector

Powered by the HubSpot connector for Claude

Connect your HubSpot CRM to Claude and get personalized insights and recommendations based on your deals, contacts, and notes.

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Stay in sync across email and CRM

“Draft a follow-up to Sarah based on our last call and her open deal.”

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Update deals without leaving Claude

“I just finished a call with Jordan. Find the contact and deal in HubSpot, log the call, update the deal stage to Proposal Sent, and create a follow-up task for next Friday.”

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Never let a lead go cold

“Show me all my open deals sorted by close date. Which ones haven’t had activity in the last two weeks?”

How to use the Sales Plugin for Claude

Step 1 - Download the plugin

One click downloads the HubSpot connector and all packaged skills.

Step 2 - Install the plugin in Claude

Click Add > Upload Plugin and find the plugin file you just downloaded.

Step 3 - Connect your HubSpot account

Create a HubSpot account or sign into an existing one to finish setting up the connector and the plugin.

Step 4 - Run a slash command

Try a skill like /import, /call-prep, /daily-brief in any chat. Claude takes it from there.

Run your first skill in two minutes.

The HubSpot Sales Plugin for Claude brings your pipeline, contacts, and deal history into Claude. Install in minutes and run your sales workflow in the AI you already use every day.

Get the plugin