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

CODEBLOCK0

See references/auth-setup.md for complete authentication guide including new Developer Platform.

2. Basic API Test

CODEBLOCK1

What Do You Want To Do?

CRM Management:

- references/crm-contacts.md → Create, update, search contacts
INLINECODE2 → Company records, hierarchies
INLINECODE3 → Sales pipeline, deal stages
INLINECODE4 → Support tickets, SLA management
INLINECODE5 → Custom object schemas

Data & Associations:

- references/associations.md → Link records (contact→company, deal→contact)
INLINECODE7 → Custom properties, field groups
INLINECODE8 → Deduplication, data cleanup
INLINECODE9 → Bulk data migration

Activities & Automation:

- references/engagements.md → Log calls, emails, meetings, tasks
INLINECODE11 → Automation, triggers, enrollment
INLINECODE12 → Configure pipelines, stages

Marketing & Sales:

- references/lists.md → Contact lists, segmentation
INLINECODE14 → Landing page forms
INLINECODE15 → Email campaigns
INLINECODE16 → Live chat, chatbots

Analytics & Reporting:

- references/reporting.md → Custom dashboards, KPIs
INLINECODE18 → Real-time event notifications

Content & Commerce:

- references/cms.md → Website pages, blog posts, HubDB
INLINECODE20 → Products, quotes, invoices

Platform & Development:

- references/developer-platform.md → HubSpot CLI, custom apps
INLINECODE22 → User management, permissions
INLINECODE23 → UI navigation, admin tasks

Most Common Workflows

1. Import Contacts from CSV

CODEBLOCK2

2. Find & Merge Duplicate Contacts

CODEBLOCK3

3. Create Deal with Associations

CODEBLOCK4

4. Data Quality Audit

CODEBLOCK5

5. Export Pipeline Report

CODEBLOCK6

6. Log Activity (Call/Email/Meeting)

CODEBLOCK7

Script Usage

All scripts are in scripts/ directory. Make executable first:
CODEBLOCK8

Universal API Helper:
CODEBLOCK9

Data Management:
CODEBLOCK10

Reports & Analytics:
CODEBLOCK11

API Fundamentals

Rate Limits

- Private Apps: 100 requests/10 seconds
OAuth Apps: 100 requests/10 seconds
Search API: 4 requests/second
Batch Operations: 100 records max per request

Pagination

All list endpoints use after parameter: CODEBLOCK12

Error Handling

- 429: Rate limit exceeded → Wait and retry
400: Bad request → Check property names/values
401: Authentication failed → Check token/scopes
404: Object not found → Verify ID exists

Common Headers

CODEBLOCK13

Batch Operations Pattern

CODEBLOCK14

Search Filters & Operators

Filter Syntax

CODEBLOCK15

Operators

- EQ, NEQ: Equals, not equals
LT, LTE, GT, GTE: Less/greater than
CONTAINSTOKEN: Contains word
HASPROPERTY, NOTHASPROPERTY: Property exists
IN, NOT_IN: Value in list
BETWEEN: Numeric/date range

Advanced Search Example

CODEBLOCK16

Environment Variables

Set these in your shell/environment:

CODEBLOCK17

Need Help?

1. API Issues: Check references/rate-limits.md and INLINECODE27
Authentication: See INLINECODE28
UI Tasks: Check INLINECODE29
Data Problems: Use INLINECODE30
Specific Objects: Find the relevant references/crm-*.md file

This skill covers the entire HubSpot platform. Start with the reference file that matches your task, then use the scripts to automate repetitive operations.

HubSpot套件 - 完整的CRM与营销平台

涵盖HubSpot平台所有方面的终极技能：CRM、营销、销售、服务、CMS和开发者工具。

快速入门

1. 认证设置

bash

私有应用（推荐）

export HUBSPOTACCESSTOKEN=pat-na1-xxx # 或 pat-eu1-xxx

传统API密钥

export HUBSPOTAPIKEY=your-api-key

完整认证指南（包括新的开发者平台）请参阅 references/auth-setup.md。

2. 基础API测试

bash curl -H Authorization: Bearer $HUBSPOTACCESSTOKEN \ https://api.hubapi.com/crm/v3/objects/contacts?limit=1

你想做什么？

CRM管理：

- references/crm-contacts.md → 创建、更新、搜索联系人
references/crm-companies.md → 公司记录、层级结构
references/crm-deals.md → 销售管道、交易阶段
references/crm-tickets.md → 支持工单、SLA管理
references/crm-custom-objects.md → 自定义对象架构

数据与关联：

- references/associations.md → 关联记录（联系人→公司，交易→联系人）
references/properties.md → 自定义属性、字段组
references/data-quality.md → 去重、数据清理
references/import-export.md → 批量数据迁移

活动与自动化：

- references/engagements.md → 记录通话、邮件、会议、任务
references/workflows.md → 自动化、触发器、注册
references/pipelines.md → 配置管道、阶段

营销与销售：

- references/lists.md → 联系人列表、细分
references/forms.md → 落地页表单
references/email-marketing.md → 邮件营销活动
references/conversations.md → 实时聊天、聊天机器人

分析与报告：

- references/reporting.md → 自定义仪表盘、关键绩效指标
references/webhooks.md → 实时事件通知

内容与商务：

- references/cms.md → 网站页面、博客文章、HubDB
references/commerce.md → 产品、报价、发票

平台与开发：

- references/developer-platform.md → HubSpot CLI、自定义应用
references/owners.md → 用户管理、权限
references/knowledge-base-tips.md → 界面导航、管理任务

最常见的工作流程

1. 从CSV导入联系人

bash ./scripts/bulk-import.sh contacts contacts.csv

2. 查找并合并重复联系人

bash ./scripts/find-duplicates.sh contacts email ./scripts/merge-records.sh contacts ID1 ID2

3. 创建带关联的交易

bash

创建交易

curl -X POST https://api.hubapi.com/crm/v3/objects/deals \ -H Authorization: Bearer $HUBSPOTACCESSTOKEN \ -H Content-Type: application/json \ -d { properties: { dealname: 大交易, amount: 50000, dealstage: qualifiedtobuy } }

关联到联系人（类型3 = 交易→联系人）

curl -X PUT https://api.hubapi.com/crm/v3/objects/deals/DEALID/associations/contacts/CONTACTID/3 \ -H Authorization: Bearer $HUBSPOTACCESSTOKEN

4. 数据质量审计

bash ./scripts/data-audit.sh

5. 导出管道报告

bash ./scripts/pipeline-report.sh > pipeline_report.csv

6. 记录活动（通话/邮件/会议）

bash

记录销售通话

curl -X POST https://api.hubapi.com/crm/v3/objects/calls \ -H Authorization: Bearer $HUBSPOTACCESSTOKEN \ -H Content-Type: application/json \ -d { properties: { hscalltitle: 发现通话, hscallduration: 1800000, hscalldisposition: 已接通 }, associations: [{ to: { id: CONTACT_ID }, types: [{ associationCategory: HUBSPOT_DEFINED, associationTypeId: 194 }] }] }

脚本使用

所有脚本都在 scripts/ 目录中。首先使其可执行：
bash
chmod +x scripts/*.sh

通用API助手：
bash
./scripts/hs-api.sh GET /crm/v3/objects/contacts
./scripts/hs-api.sh POST /crm/v3/objects/companies {properties:{name:ACME}}

数据管理：
bash
./scripts/bulk-import.sh [对象类型] [csv文件]
./scripts/bulk-export.sh [对象类型] [输出文件]
./scripts/find-duplicates.sh [对象类型] [属性]
./scripts/merge-records.sh [对象类型] [主ID] [重复ID]

报告与分析：
bash
./scripts/data-audit.sh > audit-report.txt
./scripts/pipeline-report.sh > pipeline-analysis.csv

API基础知识

速率限制

- 私有应用： 每10秒100次请求
OAuth应用： 每10秒100次请求
搜索API： 每秒4次请求
批量操作： 每次请求最多100条记录

分页

所有列表端点使用 after 参数： bash curl https://api.hubapi.com/crm/v3/objects/contacts?after=12345&limit=100

错误处理

- 429： 超出速率限制 → 等待后重试
400： 错误请求 → 检查属性名称/值
401： 认证失败 → 检查令牌/作用域
404： 对象未找到 → 验证ID是否存在

通用请求头

bash -H Authorization: Bearer $HUBSPOTACCESSTOKEN -H Content-Type: application/json

批量操作模式

bash curl -X POST https://api.hubapi.com/crm/v3/objects/contacts/batch/create \ -H Authorization: Bearer $HUBSPOTACCESSTOKEN \ -H Content-Type: application/json \ -d { inputs: [ {properties: {firstname: 张三, lastname: 李}}, {properties: {firstname: 王芳, lastname: 赵}} ] }

搜索过滤器与运算符

过滤器语法

json { filters: [{ propertyName: email, operator: EQ, value: john@example.com }] }

运算符

- EQ, NEQ： 等于，不等于
LT, LTE, GT, GTE： 小于/大于
CONTAINSTOKEN： 包含词语
HASPROPERTY, NOTHASPROPERTY： 属性存在
IN, NOT_IN： 值在列表中
BETWEEN： 数值/日期范围

高级搜索示例

bash curl -X POST https://api.hubapi.com/crm/v3/objects/contacts/search \ -H Authorization: Bearer $HUBSPOTACCESSTOKEN \ -H Content-Type: application/json \ -d { filters: [{ propertyName: createdate, operator: GTE, value: 2024-01-01 }], sorts: [{propertyName: createdate, direction: DESCENDING}], limit: 100 }

环境变量

在shell/环境中设置以下变量：

bash

必需

export HUBSPOTACCESSTOKEN=pat-na1-xxx # 私有应用令牌

可选

export HUBSPOTAPIKEY=xxx # 传统API密钥 export HUBSPOTPORTALID=12345 # 用于某些API调用 export HUBSPOTBASEURL=https://api.hubapi.com # 测试时覆盖

需要帮助？

1. API问题： 查看 references/

hubspot-suiteHubSpot套件

hubspot-suite

HubSpot Suite - Complete CRM & Marketing Platform

Quick Start

1. Authentication Setup

2. Basic API Test

What Do You Want To Do?

Most Common Workflows

1. Import Contacts from CSV

2. Find & Merge Duplicate Contacts

3. Create Deal with Associations

4. Data Quality Audit

5. Export Pipeline Report

6. Log Activity (Call/Email/Meeting)

Script Usage

API Fundamentals

Rate Limits

Pagination

Error Handling

Common Headers

Batch Operations Pattern

Search Filters & Operators

Filter Syntax

Operators

Advanced Search Example

Environment Variables

Need Help?

HubSpot套件 - 完整的CRM与营销平台

快速入门

1. 认证设置

私有应用（推荐）

传统API密钥

2. 基础API测试

你想做什么？

最常见的工作流程

1. 从CSV导入联系人

2. 查找并合并重复联系人

3. 创建带关联的交易

创建交易

关联到联系人（类型3 = 交易→联系人）

4. 数据质量审计

5. 导出管道报告

6. 记录活动（通话/邮件/会议）

记录销售通话

脚本使用

API基础知识

速率限制

分页

错误处理

通用请求头

批量操作模式

搜索过滤器与运算符

过滤器语法

运算符

高级搜索示例

环境变量

必需

可选

需要帮助？

标签

通过对话安装

方式一：安装 SkillHub 和技能

方式二：设置 SkillHub 为优先技能安装源

通过命令行安装

下载

相关推荐

self-improvement

self-improvement

self-improvement

self-improvement