/install hubspot-crm
Skill HubSpot CRM — USC SYNERGY
Description
Gestion complète du CRM HubSpot pour USC SYNERGY (centre de formation VAE). Permet de rechercher, créer, modifier des contacts et deals, gérer les associations, et suivre le pipeline commercial.
Configuration requise
- Variable d'environnement :
HUBSPOT_ACCESS_TOKEN - Owner par défaut : Mark IBBOU (ID: 32587387)
Pipelines
| Pipeline | ID | Usage |
|---|---|---|
| Sales Pipeline | default | Pipeline principal |
| Traitement des leads | 859619884 | Qualification prospects |
Stages du Sales Pipeline (default)
| Stage | ID |
|---|---|
| Appointment Scheduled | appointmentscheduled |
| Qualified To Buy | qualifiedtobuy |
| Presentation Scheduled | presentationscheduled |
| Decision Maker Bought-In | decisionmakerboughtin |
| Contract Sent | contractsent |
| Closed Won | closedwon |
| Closed Lost | closedlost |
Propriétés contact importantes
phone,mobilephone,hs_whatsapp_phone_number— Téléphonessource— Source du contactref— Référence interneobjet— Objet de la demandefonction— Fonction professionnelle
Commandes disponibles
1. Rechercher un contact par téléphone
curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"filterGroups": [{
"filters": [{
"propertyName": "phone",
"operator": "EQ",
"value": "NUMERO_TEL"
}]
}],
"properties": ["firstname","lastname","email","phone","mobilephone","hs_whatsapp_phone_number","source","ref","objet","fonction"]
}'
Remplacer
NUMERO_TELpar le numéro au format international (+33...) Si aucun résultat, retenter avecmobilephoneouhs_whatsapp_phone_number
2. Rechercher un contact par email
curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"filterGroups": [{
"filters": [{
"propertyName": "email",
"operator": "EQ",
"value": "EMAIL_ADDRESS"
}]
}],
"properties": ["firstname","lastname","email","phone","mobilephone","source","ref","objet"]
}'
3. Rechercher un contact par nom
curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"filterGroups": [{
"filters": [{
"propertyName": "lastname",
"operator": "EQ",
"value": "NOM_FAMILLE"
}]
}],
"properties": ["firstname","lastname","email","phone","mobilephone","source","ref","objet"]
}'
4. Obtenir un contact par ID
curl -s "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID?properties=firstname,lastname,email,phone,mobilephone,hs_whatsapp_phone_number,source,ref,objet,fonction" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"
5. Créer un nouveau contact
curl -s "https://api.hubapi.com/crm/v3/objects/contacts" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"properties": {
"firstname": "PRENOM",
"lastname": "NOM",
"email": "EMAIL",
"phone": "TELEPHONE",
"source": "SOURCE",
"hubspot_owner_id": "32587387"
}
}'
6. Mettre à jour un contact
curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"properties": {
"PROPRIETE": "VALEUR"
}
}'
7. Lister les deals d'un contact
curl -s "https://api.hubapi.com/crm/v4/objects/contacts/CONTACT_ID/associations/deals" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"
Récupère les IDs des deals, puis utiliser commande 9 pour les détails
8. Créer un deal
curl -s "https://api.hubapi.com/crm/v3/objects/deals" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"properties": {
"dealname": "VAE - NOM_CANDIDAT - DIPLOME",
"pipeline": "default",
"dealstage": "appointmentscheduled",
"amount": "MONTANT",
"hubspot_owner_id": "32587387"
}
}'
9. Obtenir un deal par ID
curl -s "https://api.hubapi.com/crm/v3/objects/deals/DEAL_ID?properties=dealname,pipeline,dealstage,amount,closedate,hubspot_owner_id" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"
10. Mettre à jour le stage d'un deal
curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/deals/DEAL_ID" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"properties": {
"dealstage": "STAGE_ID"
}
}'
11. Associer un contact à un deal
curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/deals/DEAL_ID/associations/contacts/CONTACT_ID" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":3}]'
12. Créer une note sur un contact
curl -s "https://api.hubapi.com/crm/v3/objects/notes" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"properties": {
"hs_note_body": "CONTENU_NOTE",
"hs_timestamp": "'$(date -u +%Y-%m-%dT%H:%M:%S.000Z)'"
}
}'
Après création, associer la note au contact avec commande 13
13. Associer une note à un contact
curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/notes/NOTE_ID/associations/contacts/CONTACT_ID" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":202}]'
14. Créer une tâche
curl -s "https://api.hubapi.com/crm/v3/objects/tasks" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"properties": {
"hs_task_subject": "SUJET_TACHE",
"hs_task_body": "DESCRIPTION",
"hs_task_status": "NOT_STARTED",
"hs_task_priority": "MEDIUM",
"hs_timestamp": "'$(date -u +%Y-%m-%dT%H:%M:%S.000Z)'",
"hubspot_owner_id": "32587387"
}
}'
15. Associer une tâche à un contact
curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/tasks/TASK_ID/associations/contacts/CONTACT_ID" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":204}]'
16. Lister les contacts récents (dernières 24h)
curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"filterGroups": [{
"filters": [{
"propertyName": "createdate",
"operator": "GTE",
"value": "'$(date -d '24 hours ago' +%s)000'"
}]
}],
"sorts": [{"propertyName":"createdate","direction":"DESCENDING"}],
"properties": ["firstname","lastname","email","phone","source","createdate"],
"limit": 20
}'
17. Lister les deals par stage
curl -s "https://api.hubapi.com/crm/v3/objects/deals/search" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"filterGroups": [{
"filters": [{
"propertyName": "dealstage",
"operator": "EQ",
"value": "STAGE_ID"
}]
}],
"properties": ["dealname","dealstage","amount","closedate","pipeline"],
"limit": 50
}'
18. Compter les deals par pipeline
curl -s "https://api.hubapi.com/crm/v3/objects/deals/search" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"filterGroups": [{
"filters": [{
"propertyName": "pipeline",
"operator": "EQ",
"value": "PIPELINE_ID"
}]
}],
"limit": 0
}'
Le champ
totaldans la réponse donne le nombre
19. Recherche globale de contacts
curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"query": "TERME_RECHERCHE",
"properties": ["firstname","lastname","email","phone","source"],
"limit": 10
}'
20. Supprimer un contact (archiver)
curl -s -X DELETE "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID" \
-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"
Action irréversible — demander confirmation avant exécution
Scénarios métier
Nouveau prospect WhatsApp
- Rechercher par téléphone (cmd 1) sur les 3 champs
- Si inexistant → Créer contact (cmd 5) avec source="WhatsApp"
- Créer deal VAE (cmd 8)
- Associer contact au deal (cmd 11)
- Créer note avec contexte conversation (cmd 12 + 13)
Suivi candidat VAE
- Rechercher contact (cmd 1/2/3)
- Lister ses deals (cmd 7)
- Récupérer détails deal (cmd 9)
- Mettre à jour stage si progression (cmd 10)
- Ajouter note de suivi (cmd 12 + 13)
Rapport pipeline quotidien
- Compter deals par pipeline (cmd 18)
- Lister deals par stage (cmd 17) pour chaque stage actif
- Lister contacts créés dernières 24h (cmd 16)
Webhooks n8n (à configurer)
| Webhook | URL | Usage |
|---|---|---|
| Nouveau prospect | https://uscsynergy.app.n8n.cloud/webhook/hubspot-nouveau-prospect | Sync nouveau contact vers Digiforma |
| Sync Digiforma | https://uscsynergy.app.n8n.cloud/webhook/hubspot-sync-digiforma | Mise à jour bidirectionnelle |
| Enrichissement WhatsApp | https://uscsynergy.app.n8n.cloud/webhook/hubspot-enrichissement-whatsapp | Enrichir fiche depuis conversation WA |
Note : Ces webhooks sont des placeholders. Les activer dans n8n quand les workflows seront prêts.
- 确保已安装 OpenClaw(本地或 Docker 部署)
- 在对话框中输入安装命令:
/install hubspot-crm - 安装完成后,直接呼叫该 Skill 的名称或使用
/hubspot-crm触发 - 根据 Skill 的参数说明提供必要输入,即可获得结构化输出
Hubspot Crm 是什么?
Gère contacts et deals dans HubSpot CRM pour USC SYNERGY : rechercher, créer, modifier, associer, et suivre le pipeline de ventes. 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件,目前累计下载 576 次。
如何安装 Hubspot Crm?
在 OpenClaw 或 Claude Code 对话框中运行命令「/install hubspot-crm」即可一键安装,无需额外配置。
Hubspot Crm 是免费的吗?
是的,Hubspot Crm 完全免费(开源免费),可自由下载、安装和使用。
Hubspot Crm 支持哪些平台?
Hubspot Crm 跨平台运行,可在任意部署了 OpenClaw / Claude Code 的环境中使用(cross-platform)。
谁开发了 Hubspot Crm?
由 mibbou(@mibbou)开发并维护,当前版本 v1.0.0。