hubspot-sync

HubSpot Sync

Synchronize your local "Source of Truth" (data/linkedin/prospects.md) with your System of Record (HubSpot).

Mechanics

This skill does NOT use a custom Python backend. It relies on the standard HubSpot Connector. It leverages Claude's ability to read the markdown file and translate it into Connector calls.

Trigger Phrases

• "sync to hubspot"
• "update crm"
• "push prospects"
• "save to hubspot"

Workflow

1. Read Source: Read data/linkedin/prospects.md.
2. Read Config: Read sales-profile.json to get the ~~HubSpotKey logic (handled by connector, but good to check pipeline mapping).
3. Parse: Extract the table rows.
4. Sync Loop: For each prospect in the list:
   • Check: Search HubSpot for existing contact by Email or LinkedIn URL (hubspot_crm.search_contacts).
   • Upsert:
     • If found: Update properties (touch_count, last_touch_date, status).
     • If not found: Create new contact (hubspot_crm.create_contact).
5. Log: Report success/failure for each record.

Property Mapping

Local Column	HubSpot Property	Logic
Name	firstname, lastname	Split by first space
Role	jobtitle	Direct map
Company	company	Note: Requires Company association in v2
Email	email	Primary key
Profile URL	linkedin_profile	Custom Property (Must exist)
Status	lifecyclestage	Map: Lead -> Subscriber, Qualified -> Lead
Touches	touch_count	Custom Property (Number)

Prerequisite: Custom Properties

If the user runs this for the first time, check if these properties exist. If not, ask the user to create them in HubSpot or try to create them via connector if permissions allow:

• linkedin_profile (Text)
• touch_count (Number)
• last_touch_date (Date)

Instructions for the Agent

1. Always read data/linkedin/prospects.md first.
2. Ask for confirmation if syncing > 10 records at once ("Ready to sync 15 prospects?").
3. Error Handling: If HubSpot Connector fails, output a clear error: "HubSpot Connector not active. Please run /sales:start to connect."
4. Bilingual Output: Check sales-profile.json language_preference. If "FR", output logs in French ("✅ Synchronisé: John Doe").

Example Command

# User says "Sync John Doe"
# Agent action:
read_file("data/linkedin/prospects.md")
# ... finds John Doe row ...
hubspot_crm.search_contacts(query="john@doe.com")
# ... returns ID 123 ...
hubspot_crm.update_contact(contact_id="123", properties={"touch_count": "3"})