Claude Skill · Built by HubSpot
Get the full picture on any contact
Get an instant snapshot on any contact in your CRM, including deal status, last interaction, notes, open tasks, and company context, without leaving the conversation.
Know everything about your contacts without digging.
The HubSpot Contact Lookup skill for Claude pulls a clean, complete summary of any contact in your HubSpot CRM. You never have to walk into a conversation blind or click through five different tabs to piece things together.
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Pull an instant contact summary
Get full context in one clear view: status, lifecycle stage, last interaction, and open tasks.
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See the full history at a glance
Get a timeline of every email, call, and note logged for a contact so you know exactly where the relationship stands.
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Understand deal context
Know what stage the deal is at, what’s blocking it, and what the next step is right inside the chat.
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Surface open tasks and follow-ups
See what’s already on your plate for this contact so nothing gets missed or duplicated.
How to add the skill to Claude
Get started with skills in less than a minute. Depending on your plan, the account owner may need to enable skills access.
Step 1 - Download the skill file
The skill will download as a ZIP file to your Downloads folder.
Step 2 - Navigate to Customize > Skills
Open Claude on web, desktop, or mobile and navigate to Customize > Skills.
Step 3 - Upload the skill
Select "Upload a skill" and upload the ZIP file containing the skill folder.
Step 4 - Use it in any conversation
Once installed, the skill can be triggered with a slash command, or in plain language. It works in any chat.
More skills in the HubSpot Sales Plugin
Eight purpose-built skills for your sales workkflow, from first contact to closed deal.
/call-prep
Prep for every call
Prepare for every call with a full brief. Includes deal history, recent notes, open tasks, and company context.
Learn more
/daily-brief
Prioritize your day
Start your day with a prioritized summary of open deals, overdue tasks, and suggested next steps.
Learn more
/follow-up
Follow up with the right message
Draft a personalized follow-up grounded in your deal history and last conversation.
/import-contacts
Upload your contacts, fast
Bring in contacts from a CSV, pasted list, or email. Field mapping and duplicate detection included.
/pipeline-pulse
Spot what's stalling
See what's stalling, what's missing a next step, and what needs your attention.
Learn more
/log-call
Never forget a conversation
Debrief in plain language and let Claude capture notes, update the deal stage, and create follow-up tasks.
Learn more