hubspot-automation

Automate HubSpot CRM operations for contacts, companies, deals, tickets, and properties.

Updated Mar 18, 2026
One-click install
npx skills add https://github.com/dr-code/beacon --skill hubspot-automation-dr-code
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: hubspot-automation
Source: https://github.com/dr-code/beacon/tree/main/plugins/all-skills/skills/hubspot-automation
Command: npx skills add https://github.com/dr-code/beacon --skill hubspot-automation-dr-code

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates repetitive and error-prone HubSpot CRM tasks so teams can reliably create, search, update, and manage contacts, companies, deals, tickets, and custom properties without manual API orchestration.

Core Features & Use Cases

  • Contact and Company Management: Search to prevent duplicates, create single or batch records (max 100), and update existing entities while storing returned IDs for downstream operations.
  • Deal and Pipeline Automation: Retrieve pipelines and stages, search and list deals with filters, map stage and owner names to internal IDs, and handle cursor-based pagination.
  • Ticket Search & Property Management: Filter tickets by status or date, discover exact internal property names, and create or batch-create custom properties with proper schema validation.
  • Operational Safeguards: Verify Rube MCP connectivity and active HubSpot OAuth before running workflows, chunk large batches, and parse mixed date formats defensively.

Quick Start

Use hubspot-automation to pull all HubSpot contacts created this month and show their associated deals.

Frequently Asked Questions about hubspot-automation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate HubSpot CRM contact and deal management without creating duplicates?

Automating HubSpot CRM workflows requires searching existing contacts and deals first to prevent duplicates, then creating or updating records in batches of up to 100 while storing returned IDs for downstream pipeline operations.

How do I map HubSpot deal pipeline stages to internal IDs for automated workflows?

Mapping HubSpot deal stages requires retrieving available pipelines and stages, then translating user-friendly stage and owner names into internal IDs to successfully update deals across pipeline workflows.

Do I need an active Rube MCP connection to automate HubSpot ticket filtering?

Yes, HubSpot ticket filtering requires an active Rube MCP integration utilizing RUBE_SEARCH_TOOLS and an authenticated HubSpot OAuth connection managed via RUBE_MANAGE_CONNECTIONS before executing any workflow operations.

Can I batch create custom HubSpot properties and validate their schema automatically?

Batch creating custom HubSpot properties supports up to 100 records per batch, requiring proper schema validation and exact internal property name discovery to ensure custom fields are applied correctly across entities.

What is the best way to handle HubSpot API pagination limits when importing large contact lists?

Handling HubSpot API pagination limits involves chunking large imports into 100-record batches, parsing mixed date formats defensively, and using cursor-based pagination to retrieve extensive contact or deal lists reliably.

Why does my HubSpot automation workflow fail when updating company records?

HubSpot automation workflows fail when Rube MCP connectivity is unverified, HubSpot OAuth is inactive, or property schema validation is missing, requiring operational safeguards like chunking batches and verifying connections before execution.