Claude Skill · Built by HubSpot
Send follow-ups that move deals
Claude drafts personalized follow-up emails grounded in your HubSpot context. Every message is relevant, timely, and ready to send.
The right message, at the right time.
Ask Claude to write personalized, context-aware emails that won’t get ignored. The HubSpot Follow-Up skill for Claude reads your deal notes, email history, and CRM data to draft the right responses.
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Draft with real context
Every draft is personalized with information from your HubSpot notes, deal stage, and conversation history.
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Send timely follow-ups
Send follow-ups at the most relevant time, instead of letting them sit in your drafts folders.
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Update deals automatically
After a follow-up is sent, Claude can log the touchpoint and update the next step in HubSpot. That’s one less thing to do manually.
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Save as a draft or send from HubSpot
Claude saves your follow-up directly to HubSpot as a draft. It’s ready to review and send whenever you are.
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
/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
/pipeline-pulse
Spot what's stalling
See what's stalling, what's missing a next step, and what needs your attention.
Learn more
/contact-lookup
Details on any contact
Pull a full contact profile: deal status, lifecycle stage, last interaction, and open tasks.
Learn more
/import-contacts
Upload your contacts, fast
Bring in contacts from a CSV, pasted list, or email. Field mapping and duplicate detection included.
Learn more