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"
    }
  }'