Mandatory pre-flight dedup check before ANY Gmail create_draft or compose. Verifies no recent thread to same recipient exists.
Reply to existing Gmail thread without creating new thread. For follow-ups D+3/D+7/D+14 and handling replies to outreach.
Uses MCP Connectors to read Gmail inbound leads, score them by ICP fit, draft personalized responses, and log qualified leads to your CRM.
Gong API for searching calls, transcripts, and conversation intelligence. Use when working with Gong call recordings, sales conversations, transcripts, meeting data, or…
Prepare and lead difficult conversations as a manager/leader and produce a Difficult Conversation Pack (conversation brief, talk track/script, objection+emotion handling plan,…
Heroku ↔ Salesforce integration paths — Heroku Connect (Postgres bidirectional sync), Heroku AppLink (expose Heroku APIs to Flow / Apex / Agentforce), Heroku External Objects…
Debug complex HubSpot API issues with systematic isolation and evidence collection. Use when standard troubleshooting fails, investigating intermittent CRM errors, or preparing…
Manage 10-100 HubSpot portals for agency clients with credential isolation that prevents cross-portal data contamination, per-portal audit trails for billing and GDPR/CCPA…
Access HubSpot CRM API for deals, contacts, companies, and engagements. Covers PAT auth, deal pipeline queries, contact search, and Supabase ingest.
Build HubSpot CRM integrations, data pipelines, and sync workflows. Use when the user needs to set up HubSpot, create custom properties, build deal pipelines, or sync data between…
Choose and implement HubSpot integration architecture for different scales. Use when designing new HubSpot integrations, choosing between embedded/service/gateway patterns, or…
Automate HubSpot CRM operations (contacts, companies, deals, tickets, properties) via Rube MCP using Composio integration.
Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety,…
Configure CI/CD pipelines for HubSpot integrations with GitHub Actions. Use when setting up automated testing, configuring CI with HubSpot secrets, or integrating HubSpot API…
Diagnose and fix common HubSpot API errors with real error responses. Use when encountering HubSpot errors, debugging failed API requests, or troubleshooting integration issues…
Connect to HubSpot CRM for contact, company, deal, and engagement management. Load when user mentions 'hubspot', 'crm', 'contacts', 'companies', 'deals', 'list contacts', 'create…
Deduplicate HubSpot contacts at production scale — surviving import storms, wrong-winner merges, fuzzy-match blind spots, association orphans, rate-limit exhaustion, and silent…
Enrich incomplete HubSpot contacts using internal data sources (PIL ontology, Fathom transcripts, email domain heuristics, HubSpot company records) and external APIs.
Build a complete HubSpot CRM contact-to-deal pipeline workflow. Use when implementing lead capture, contact management, deal creation, or end-to-end sales pipeline automation with…
Build HubSpot marketing automation with emails, forms, lists, and tickets. Use when implementing marketing email campaigns, form submissions, contact list management, or support…
Optimize HubSpot costs through API call reduction, plan selection, and usage monitoring. Use when analyzing HubSpot API usage, reducing unnecessary calls, or implementing usage…
Create a new company in HubSpot CRM. Load when user says 'create company', 'add company', 'new company'. Requires name, optional domain, industry, city.
Create a new contact in HubSpot CRM. Load when user says 'create contact', 'add contact', 'new contact'. Requires email, optional firstname, lastname, phone, company.
Create a new deal in HubSpot CRM. Load when user says 'create deal', 'add deal', 'new deal', 'new opportunity'. Requires name, optional amount, stage, closedate.
Create a meeting engagement in HubSpot CRM. Load when user says 'create meeting', 'add meeting', 'schedule meeting', 'new meeting'. Requires title, start and end times.
Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content.
Use when syncing contacts or lists to HubSpot CRM. Automatically uses HUBSPOT_API_TOKEN from environment.
Enriches HubSpot CRM contacts using the v3 Contacts API with batch read/update operations. Cross-references company associations via crm.associations.batchRead(), and syncs…
Use when auditing HubSpot data quality for missing fields, stale records, duplicates, associations, owners, or cleanup tasks. — from openai/plugins
Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups. — from openai/plugins
Implement HubSpot GDPR compliance, data export, and contact privacy operations. Use when handling GDPR/CCPA data subject requests, implementing data export, contact deletion, or…
Automate and audit HubSpot deal pipeline operations without destroying real pipeline — covering stage automation loops, stale-deal safe-close logic, forecast reconciliation,…
Collect HubSpot debug evidence for support tickets and troubleshooting. Use when encountering persistent issues, preparing support tickets, or collecting diagnostic information…
Deploy HubSpot integrations to Vercel, Fly.io, and Cloud Run platforms. Use when deploying HubSpot-powered applications, configuring platform secrets, or setting up deployment…
Configure HubSpot enterprise access control with OAuth scopes and team permissions. Use when implementing role-based access, configuring per-team HubSpot scopes, or setting up…
Get associated records in HubSpot CRM. Load when user says 'get associations', 'linked records', 'contacts on deal', 'company contacts', 'related records', 'who is on this deal'.
Create a working HubSpot CRM example with contacts, companies, and deals. Use when starting a new HubSpot integration, testing your setup, or learning basic CRM API patterns with…
Execute HubSpot incident response with triage, mitigation, and postmortem. Use when responding to HubSpot API outages, investigating CRM errors, or running post-incident reviews…
Install and configure HubSpot API client with authentication. Use when setting up a new HubSpot integration, configuring private app tokens, OAuth 2.0 flows, or initializing the…
Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects.
Identify and avoid HubSpot API anti-patterns and common integration mistakes. Use when reviewing HubSpot code, onboarding developers to HubSpot integrations, or auditing existing…
Manage HubSpot lifecycle stages and list segmentation in production without silently destroying CRM trust.
List call engagements from HubSpot CRM. Load when user says 'list calls', 'show calls', 'call history', 'hubspot calls'. Returns logged call records.
List companies from HubSpot CRM. Load when user says 'list companies', 'show companies', 'get companies', 'hubspot companies'. Returns paginated company list.
List contacts from HubSpot CRM. Load when user says 'list contacts', 'show contacts', 'get contacts', 'hubspot contacts'.
List deals from HubSpot CRM. Load when user says 'list deals', 'show deals', 'show pipeline', 'get deals', 'hubspot deals'. Returns paginated deal list.
List email engagements from HubSpot CRM. Load when user says 'list emails', 'show emails', 'email history', 'hubspot emails'. Returns logged email records.
List meeting engagements from HubSpot CRM. Load when user says 'list meetings', 'show meetings', 'meeting history', 'hubspot meetings'. Returns scheduled meeting records.
List note engagements from HubSpot CRM. Load when user says 'list notes', 'show notes', 'note history', 'hubspot notes'. Returns logged note records.
Load test HubSpot integrations and plan capacity around API rate limits. Use when running performance tests, planning for traffic growth, or sizing your HubSpot integration for…
Configure HubSpot local development with testing and sandbox accounts. Use when setting up a development environment, mocking HubSpot APIs, or establishing a fast iteration cycle…
Log a call engagement in HubSpot CRM. Load when user says 'log call', 'record call', 'add call', 'call made'. Requires title, optional body and duration.
Log an email engagement in HubSpot CRM. Load when user says 'log email', 'record email', 'add email', 'email sent'. Requires subject and body.
Shared resource library for HubSpot integration skills. DO NOT load directly - provides common references (setup, API docs, error handling, authentication) and scripts used by…
HubSpot MCP Server is built around HubSpot CRM and marketing APIs. The underlying ecosystem is represented by HubSpot/hubspot-api-nodejs (391+ GitHub stars).
Execute CRM data migration to HubSpot with batch imports and validation. Use when migrating from Salesforce/Pipedrive/spreadsheets to HubSpot, performing bulk data imports, or…
Configure HubSpot across development, staging, and production environments. Use when setting up per-environment HubSpot portals, configuring separate access tokens, or…
Use when writing HubSpot integration code in Nango - HubSpot-specific guidance on Search API for incremental syncs, property name variations, rate limits, and OAuth introspection
Set up observability for HubSpot integrations with metrics, traces, and alerts. Use when implementing monitoring for HubSpot API operations, setting up dashboards, or configuring…
Optimize HubSpot API performance with caching, batching, and search optimization. Use when experiencing slow API responses, implementing caching strategies, or optimizing request…