From hubspot-admin
Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage, copies company name and industry from associated company, and branches on completeness. Must be built manually in the HubSpot UI due to API limitations.
npx claudepluginhub tomgranot/hubspot-admin-skillsThis skill uses the workspace's default tool permissions.
Build a workflow that automatically enriches every new contact at creation time. This ensures contacts enter the database with a lifecycle stage, company name, and industry before any human touches them.
Populate missing contact company name fields from associated company records using a HubSpot workflow with optional API backfill. Ensures contacts inherit their company name for segmentation, personalization, and ICP classification.
Implements HubSpot CRM contact-to-deal workflows: upsert contacts, create companies/deals, advance pipeline stages, log activities.
Automates HubSpot CRM workflows for contacts, companies, deals, tickets, and properties via Rube MCP using Composio toolkit. Guides tool sequences for create/search/update operations.
Share bugs, ideas, or general feedback.
Build a workflow that automatically enriches every new contact at creation time. This ensures contacts enter the database with a lifecycle stage, company name, and industry before any human touches them.
Three HubSpot API limitations prevent full automation:
You have three options for building this workflow, described below.
Follow the step-by-step instructions in the "Execute" section below. This is the most reliable method and gives you full control over every trigger, branch, and action.
HubSpot's built-in Breeze AI can generate a workflow skeleton from a natural language prompt. Navigate to Automation > Workflows > Create workflow > "Describe what you want" and paste the following prompt:
Create a contact-based workflow that triggers when a contact is created. It should:
1. Set the lifecycle stage to "Lead" if it is empty
2. Copy the company name from the associated company to the contact's Company property
3. Copy the industry from the associated company to the contact's Industry property
4. Wait a short delay (3-10 minutes, recommended: 5)
5. Check if the contact's Company property is still empty — if yes, send an internal notification to the admin saying the contact has no company association
CRITICAL WARNING: Breeze trigger limitations. Breeze creates event-based triggers (OR logic) instead of filter-based triggers (AND logic). After Breeze creates the workflow, you MUST manually verify and fix the trigger/enrollment conditions in the UI. Breeze is best used for creating the workflow skeleton (actions, branches, delays) -- the trigger conditions almost always need manual correction.
Additional Breeze limitations for this workflow:
Given these limitations, Breeze provides minimal value for this particular workflow. Manual build (Option 1) is recommended.
The Claude Anthropic Chrome extension lets Claude see and interact with the HubSpot workflow builder UI directly. You can describe the workflow logic in natural language and Claude will click through the UI to build it. This is often more accurate than Breeze for complex workflows because Claude can verify each step visually, including "is unknown" branch conditions and copy-from-association actions that Breeze cannot handle.
To use this approach:
Note on Fast Mode: If you're using Claude Code's Fast Mode to speed up workflow creation, be aware of the billing model: Haiku usage is included in your subscription, but Opus in Fast Mode consumes extra credits. For workflow building tasks (which are UI-heavy and may require many interactions), consider whether the speed tradeoff is worth the credit cost.
/enrich-company-name and /enrich-industry first for existing contacts)TRIGGER: Contact create date is known
(fires for every new contact)
│
▼
┌─────────────────────────┐
│ Set lifecycle stage │
│ = "Lead" (if empty) │
└────────────┬────────────┘
│
▼
┌─────────────────────────┐
│ Copy company name from │
│ associated company │
└────────────┬────────────┘
│
▼
┌─────────────────────────┐
│ Copy industry from │
│ associated company │
└────────────┬────────────┘
│
▼
┌─────────────────────────┐
│ Delay: short wait │
│ (3-10 min, rec: 5) │
└────────────┬────────────┘
│
▼
┌─────────────────────────┐
│ IF/THEN BRANCH: │
│ Company name is unknown? │
├──────────┬──────────────┘
│ YES │ NO
│ │
▼ ▼
Retry Continue
copy (enriched)
+ notify
admin
Set enrollment trigger:
Add action: Set property value
Add action: Copy property
Add action: Copy property
Add delay: a short delay (3-10 minutes, recommended: 5)
Add if/then branch:
Review settings:
Turn on the workflow.