Claude Skill · Built by HubSpot
Ask Claude anything about your HubSpot CRM
Look up contacts, check deal stats, update records, or create tasks all in the same conversation.
Your CRM in one tab.
The HubSpot skill for Claude connects the AI directly to your CRM so you can get answers, make updates, and take action all based on your actual HubSpot context.
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Ask questions, get real answers
Claude knows the data in your CRM, and can pull up any information you need instantly.
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Update records without logging in
From changing a deal stage to adding a note or creating a task, Claude handles updates to HubSpot from the same conversation.
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Find anything fast
Search contacts, companies, and deals in your HubSpot CRM by just asking in plain language.
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Use the right skill for any task
Ask for a pipeline review, a contact brief, or a follow-up draft. Claude will pull up the right skill for you.
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