Claude Skill · Built by HubSpot
Turn call notes into CRM updates in seconds
Tell Claude what happened on the call. It logs the notes, updates the deal, and creates follow-up tasks. Your CRM stays updated without manual work.
Stay updated after every call.
The HubSpot Log Call skill for Claude makes it easy to keep your CRM up to date after every conversation. Just give Claude a summary and it will handle the busywork for you.
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Record notes instantly
Tell Claude about the meeting in plain language, and it turns your summary into a clean, structured note that’s saved directly into HubSpot.
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Update deal stage automatically
Claude reads the context and updates the deal stage, close date, and priority based on your call notes.
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Create follow-up tasks before you forget
Every call ends with a clear next step logged in HubSpot, so nothing falls through the cracks.
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Keep every contact record current
Lifecycle stage, lead status, last contacted – update all the details from the same conversation.
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.
/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