HubSpot Suite - Complete CRM & Marketing Platform

The ultimate HubSpot skill covering ALL aspects of the platform: CRM, Marketing, Sales, Service, CMS, and Developer tools.

Quick Start

1. Authentication Setup

# Private App (Recommended)
export HUBSPOT_ACCESS_TOKEN="pat-na1-xxx"  # or pat-eu1-xxx

# Legacy API Key
export HUBSPOT_API_KEY="your-api-key"

See references/auth-setup.md for complete authentication guide including new Developer Platform.

2. Basic API Test

curl -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/objects/contacts?limit=1"

What Do You Want To Do?

CRM Management:

• references/crm-contacts.md → Create, update, search contacts
• references/crm-companies.md → Company records, hierarchies
• references/crm-deals.md → Sales pipeline, deal stages
• references/crm-tickets.md → Support tickets, SLA management
• references/crm-custom-objects.md → Custom object schemas

Data & Associations:

• references/associations.md → Link records (contact→company, deal→contact)
• references/properties.md → Custom properties, field groups
• references/data-quality.md → Deduplication, data cleanup
• references/import-export.md → Bulk data migration

Activities & Automation:

• references/engagements.md → Log calls, emails, meetings, tasks
• references/workflows.md → Automation, triggers, enrollment
• references/pipelines.md → Configure pipelines, stages

Marketing & Sales:

• references/lists.md → Contact lists, segmentation
• references/forms.md → Landing page forms
• references/email-marketing.md → Email campaigns
• references/conversations.md → Live chat, chatbots

Analytics & Reporting:

• references/reporting.md → Custom dashboards, KPIs
• references/webhooks.md → Real-time event notifications

Content & Commerce:

• references/cms.md → Website pages, blog posts, HubDB
• references/commerce.md → Products, quotes, invoices

Platform & Development:

• references/developer-platform.md → HubSpot CLI, custom apps
• references/owners.md → User management, permissions
• references/knowledge-base-tips.md → UI navigation, admin tasks

Most Common Workflows

1. Import Contacts from CSV

./scripts/bulk-import.sh contacts contacts.csv

2. Find & Merge Duplicate Contacts

./scripts/find-duplicates.sh contacts email
./scripts/merge-records.sh contacts ID1 ID2

3. Create Deal with Associations

# Create deal
curl -X POST "https://api.hubapi.com/crm/v3/objects/deals" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealname": "Big Deal",
      "amount": "50000",
      "dealstage": "qualifiedtobuy"
    }
  }'

# Associate to contact (type 3 = deal→contact)
curl -X PUT "https://api.hubapi.com/crm/v3/objects/deals/DEAL_ID/associations/contacts/CONTACT_ID/3" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

4. Data Quality Audit

./scripts/data-audit.sh

5. Export Pipeline Report

./scripts/pipeline-report.sh > pipeline_report.csv

6. Log Activity (Call/Email/Meeting)

# Log a sales call
curl -X POST "https://api.hubapi.com/crm/v3/objects/calls" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "hs_call_title": "Discovery Call",
      "hs_call_duration": "1800000",
      "hs_call_disposition": "Connected"
    },
    "associations": [{
      "to": { "id": "CONTACT_ID" },
      "types": [{ "associationCategory": "HUBSPOT_DEFINED", "associationTypeId": 194 }]
    }]
  }'

Script Usage

All scripts are in scripts/ directory. Make executable first:

chmod +x scripts/*.sh

Universal API Helper:

./scripts/hs-api.sh GET /crm/v3/objects/contacts
./scripts/hs-api.sh POST /crm/v3/objects/companies '{"properties":{"name":"ACME"}}'

Data Management:

./scripts/bulk-import.sh [object-type] [csv-file]
./scripts/bulk-export.sh [object-type] [output-file]
./scripts/find-duplicates.sh [object-type] [property]
./scripts/merge-records.sh [object-type] [primary-id] [duplicate-id]

Reports & Analytics:

./scripts/data-audit.sh > audit-report.txt
./scripts/pipeline-report.sh > pipeline-analysis.csv

API Fundamentals

Rate Limits

• Private Apps: 100 requests/10 seconds
• OAuth Apps: 100 requests/10 seconds
• Search API: 4 requests/second
• Batch Operations: 100 records max per request

Pagination

All list endpoints use after parameter:

curl "https://api.hubapi.com/crm/v3/objects/contacts?after=12345&limit=100"

Error Handling

• 429: Rate limit exceeded → Wait and retry
• 400: Bad request → Check property names/values
• 401: Authentication failed → Check token/scopes
• 404: Object not found → Verify ID exists

Common Headers

-H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"
-H "Content-Type: application/json"

Batch Operations Pattern

curl -X POST "https://api.hubapi.com/crm/v3/objects/contacts/batch/create" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "inputs": [
      {"properties": {"firstname": "John", "lastname": "Doe"}},
      {"properties": {"firstname": "Jane", "lastname": "Smith"}}
    ]
  }'

Search Filters & Operators

Filter Syntax

{
  "filters": [{
    "propertyName": "email",
    "operator": "EQ",
    "value": "[email protected]"
  }]
}

Operators

• EQ, NEQ: Equals, not equals
• LT, LTE, GT, GTE: Less/greater than
• CONTAINS_TOKEN: Contains word
• HAS_PROPERTY, NOT_HAS_PROPERTY: Property exists
• IN, NOT_IN: Value in list
• BETWEEN: Numeric/date range

Advanced Search Example

curl -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filters": [{
      "propertyName": "createdate",
      "operator": "GTE", 
      "value": "2024-01-01"
    }],
    "sorts": [{"propertyName": "createdate", "direction": "DESCENDING"}],
    "limit": 100
  }'

Environment Variables

Set these in your shell/environment:

# Required
export HUBSPOT_ACCESS_TOKEN="pat-na1-xxx"  # Private app token

# Optional  
export HUBSPOT_API_KEY="xxx"               # Legacy API key
export HUBSPOT_PORTAL_ID="12345"           # For some API calls
export HUBSPOT_BASE_URL="https://api.hubapi.com"  # Override for testing

Need Help?

1. API Issues: Check references/rate-limits.md and references/search-filters.md
2. Authentication: See references/auth-setup.md
3. UI Tasks: Check references/knowledge-base-tips.md
4. Data Problems: Use references/data-quality.md
5. Specific Objects: Find the relevant references/crm-*.md file

This skill covers the entire HubSpot platform. Start with the reference file that matches your task, then use the scripts to automate repetitive operations.