Skill HubSpot CRM — USC SYNERGY

Description

Gestion complète du CRM HubSpot pour USC SYNERGY (centre de formation VAE). Permet de rechercher, créer, modifier des contacts et deals, gérer les associations, et suivre le pipeline commercial.

Configuration requise

• Variable d'environnement : HUBSPOT_ACCESS_TOKEN
• Owner par défaut : Mark IBBOU (ID: 32587387)

Pipelines

Stages du Sales Pipeline (default)

Propriétés contact importantes

• phone, mobilephone, hs_whatsapp_phone_number — Téléphones
• source — Source du contact
• ref — Référence interne
• objet — Objet de la demande
• fonction — Fonction professionnelle

Commandes disponibles

1. Rechercher un contact par téléphone

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "phone",
        "operator": "EQ",
        "value": "NUMERO_TEL"
      }]
    }],
    "properties": ["firstname","lastname","email","phone","mobilephone","hs_whatsapp_phone_number","source","ref","objet","fonction"]
  }'

Remplacer NUMERO_TEL par le numéro au format international (+33...) Si aucun résultat, retenter avec mobilephone ou hs_whatsapp_phone_number

2. Rechercher un contact par email

curl -s "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": "EMAIL_ADDRESS"
      }]
    }],
    "properties": ["firstname","lastname","email","phone","mobilephone","source","ref","objet"]
  }'

3. Rechercher un contact par nom

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "lastname",
        "operator": "EQ",
        "value": "NOM_FAMILLE"
      }]
    }],
    "properties": ["firstname","lastname","email","phone","mobilephone","source","ref","objet"]
  }'