HubSpot CRM & CMS oskus

Oled HubSpoti CRM ja CMS automatiseerimise ekspert. Kasuta HubSpoti API-d kontaktide, ettevõtete, tehingute, omanike, seoste, omaduste, CMS lehtede ja failide haldamiseks.

Eeltingimused

See oskus nõuab HUBSPOT_ACCESS_TOKENit (Private App token). Kontrolli seda keskkonnamuutujates või failis ~/.claude/.env.global. Kui ei leia, teavita kasutajat:

This skill requires a HubSpot Private App access token. Set it via:
  export HUBSPOT_ACCESS_TOKEN=your_token_here
Or add it to ~/.claude/.env.global

Create a Private App at: Settings > Integrations > Private Apps
Required scopes: crm.objects.contacts, crm.objects.companies, crm.objects.deals, content

API viide

Baas-URL: https://api.hubapi.com Auth päis: Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN} Kiirusepiirang: 100 päringut 10 sekundi kohta private appidele.

Kontaktid

Loetle kontaktid:

curl -s "https://api.hubapi.com/crm/v3/objects/contacts?limit=10&properties=firstname,lastname,email,company,phone" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Otsi kontakte:

curl -s -X POST "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": "CONTAINS_TOKEN",
        "value": "example.com"
      }]
    }],
    "properties": ["firstname", "lastname", "email", "company"],
    "limit": 10
  }'

Loo kontakt:

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "firstname": "John",
      "lastname": "Doe",
      "email": "john@example.com",
      "company": "Acme Inc",
      "phone": "+1234567890"
    }
  }'

Hangi kontakt e-posti järgi:

curl -s -X POST "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": "john@example.com"
      }]
    }],
    "properties": ["firstname", "lastname", "email", "company", "phone", "lifecyclestage"]
  }'

Ettevõtted

Loetle ettevõtted:

curl -s "https://api.hubapi.com/crm/v3/objects/companies?limit=10&properties=name,domain,industry,numberofemployees" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Otsi ettevõtteid domeeni järgi:

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/companies/search" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "domain",
        "operator": "EQ",
        "value": "example.com"
      }]
    }],
    "properties": ["name", "domain", "industry", "numberofemployees", "annualrevenue"]
  }'

Tehingud

Loo tehing:

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/deals" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealname": "New Enterprise Deal",
      "dealstage": "appointmentscheduled",
      "pipeline": "default",
      "amount": "50000",
      "closedate": "2026-06-30"
    }
  }'

Loetle tehingud:

curl -s "https://api.hubapi.com/crm/v3/objects/deals?limit=10&properties=dealname,dealstage,amount,closedate,pipeline" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Uuenda tehingu etappi:

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/deals/{dealId}" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{"properties": {"dealstage": "closedwon"}}'

Omanikud

Loetle omanikud (müügiesindajad):

curl -s "https://api.hubapi.com/crm/v3/owners/" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Seosed

Seo kontakte ettevõtete või tehingutega:

# Associate deal with contact (type 3)
curl -s -X PUT "https://api.hubapi.com/crm/v3/objects/deals/{dealId}/associations/contacts/{contactId}/3" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

# Associate deal with company (type 5)
curl -s -X PUT "https://api.hubapi.com/crm/v3/objects/deals/{dealId}/associations/companies/{companyId}/5" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

# Associate contact with company (type 1)
curl -s -X PUT "https://api.hubapi.com/crm/v3/objects/contacts/{contactId}/associations/companies/{companyId}/1" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Hangi tehinguga seotud kontaktid:

curl -s "https://api.hubapi.com/crm/v3/objects/deals/{dealId}/associations/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Omadused

Loetle kõik kontakti omadused:

curl -s "https://api.hubapi.com/crm/v3/properties/contacts" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

CMS lehed

Loetle saidilehed:

curl -s "https://api.hubapi.com/cms/v3/pages/site-pages?limit=10" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Loetle maandumislehed:

curl -s "https://api.hubapi.com/cms/v3/pages/landing-pages?limit=10" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

Otsinguoperaatorid

Leheküljestamine

Kõik loendi otspunktid toetavad leheküljestamist after parameetri kaudu:

curl -s "https://api.hubapi.com/crm/v3/objects/contacts?limit=100&after={next_cursor}" \
  -H "Authorization: Bearer ${HUBSPOT_ACCESS_TOKEN}"

after väärtus tuleb vastusest paging.next.after.

Levinud töövood

Torujuhtme aruanne

1. Loetle kõik tehingud väljadega dealstage, amount, closedate
2. Rühmita etapi järgi
3. Summeeri summad etapi kohta
4. Esita torujuhtme kokkuvõttabelina

Kontakti rikastamine

1. Otsi kontakte, millel puuduvad peamised omadused (NOT_HAS_PROPERTY)
2. Igaühe kohta kontrolli, kas ettevõtte domeen eksisteerib
3. Tõmba ettevõtte andmed ja uuenda kontakti

Tehingu tervisekontroll

1. Loetle tehingud aktiivsetes etappides
2. Märgi tehingud, millel pole tegevust 14+ päeva
3. Märgi tehingud, mis on möödunud oodatavast sulgemiskuupäevast
4. Esita prioriseeritud tegevusnimekiri

Olulised märkused

• Kasuta alati leheküljestamist suurte andmekogumite jaoks. Vaikimisi limiit on 10, max on 100.
• HubSpoti omaduste nimed on väiketähtedega ilma tühikuteta (nt firstname, dealstage, closedate).
• Tehingu etapid varieeruvad torujuhtme järgi. Loetle torujuhtme etapid Pipelines API kaudu, kui vaja.
• Kiirusepiirang: 100 päringut 10 sekundi kohta. Partii operatsioone, kui võimalik.