Hubspot Automation V3

HubSpot CRM Automation via Rube MCP

Overview

This public intake copy packages plugins/antigravity-bundle-revops-crm-automation/skills/hubspot-automation from https://github.com/sickn33/antigravity-awesome-skills into the native Omni Skills editorial shape without hiding its origin.

Use it when the operator needs the upstream workflow, support files, and repository context to stay intact while the public validator and private enhancer continue their normal downstream flow.

This intake keeps the copied upstream files intact and uses the external_source block in metadata.json plus ORIGIN.md as the provenance anchor for review.

HubSpot CRM Automation via Rube MCP Automate HubSpot CRM workflows including contact/company management, deal pipeline tracking, ticket search, and custom property creation through Composio's HubSpot toolkit.

Imported source sections that did not map cleanly to the public headings are still preserved below or in the support files. Notable imported sections: Prerequisites, Common Patterns, Known Pitfalls, Limitations.

When to Use This Skill

Use this section as the trigger filter. It should make the activation boundary explicit before the operator loads files, runs commands, or opens a pull request.

• This skill is applicable to execute the workflow or actions described in the overview.
• Use when the request clearly matches the imported source intent: Automate HubSpot CRM operations (contacts, companies, deals, tickets, properties) via Rube MCP using Composio integration.
• Use when the operator should preserve upstream workflow detail instead of rewriting the process from scratch.
• Use when provenance needs to stay visible in the answer, PR, or review packet.
• Use when copied upstream references, examples, or scripts materially improve the answer.
• Use when the workflow should remain reviewable in the public intake repo before the private enhancer takes over.

Operating Table

Workflow

This workflow is intentionally editorial and operational at the same time. It keeps the imported source useful to the operator while still satisfying the public intake standards that feed the downstream enhancer flow.

1. Verify Rube MCP is available by confirming RUBESEARCHTOOLS responds
2. Call RUBEMANAGECONNECTIONS with toolkit hubspot
3. If connection is not ACTIVE, follow the returned auth link to complete HubSpot OAuth
4. Confirm connection status shows ACTIVE before running any workflows
5. HUBSPOTGETACCOUNT_INFO - Verify connection and permissions (Prerequisite)
6. HUBSPOTSEARCHCONTACTSBYCRITERIA - Search for existing contacts to avoid duplicates (Prerequisite)
7. HUBSPOTREADACRMPROPERTYBYNAME - Check property metadata for constrained values (Optional)

Imported Workflow Notes

Imported: Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit hubspot
3. If connection is not ACTIVE, follow the returned auth link to complete HubSpot OAuth
4. Confirm connection status shows ACTIVE before running any workflows

Imported: Core Workflows

1. Create and Manage Contacts

When to use: User wants to create new contacts or update existing ones in HubSpot CRM

Tool sequence:

1. HUBSPOT_GET_ACCOUNT_INFO - Verify connection and permissions (Prerequisite)
2. HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA - Search for existing contacts to avoid duplicates (Prerequisite)
3. HUBSPOT_READ_A_CRM_PROPERTY_BY_NAME - Check property metadata for constrained values (Optional)
4. HUBSPOT_CREATE_CONTACT - Create a single contact (Required)
5. HUBSPOT_CREATE_CONTACTS - Batch create contacts up to 100 (Alternative)

Key parameters:

• HUBSPOT_CREATE_CONTACT: properties object with email, firstname, lastname, phone, company
• HUBSPOT_CREATE_CONTACTS: inputs array of {properties} objects, max 100 per batch
• HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA: filterGroups array with {filters: [{propertyName, operator, value}]}, properties array of fields to return

Pitfalls:

• Max 100 records per batch; chunk larger imports
• 400 'Property values were not valid' if using incorrect property names or enum values
• Always search before creating to avoid duplicates
• Auth errors from GET_ACCOUNT_INFO mean all subsequent calls will fail

2. Manage Companies

When to use: User wants to create, search, or update company records

Tool sequence:

1. HUBSPOT_SEARCH_COMPANIES - Search existing companies (Prerequisite)
2. HUBSPOT_CREATE_COMPANIES - Batch create companies, max 100 (Required)
3. HUBSPOT_UPDATE_COMPANIES - Batch update existing companies (Alternative)
4. HUBSPOT_GET_COMPANY - Get single company details (Optional)
5. HUBSPOT_BATCH_READ_COMPANIES_BY_PROPERTIES - Bulk read companies by property values (Optional)

Key parameters:

• HUBSPOT_CREATE_COMPANIES: inputs array of {properties} objects, max 100
• HUBSPOT_SEARCH_COMPANIES: filterGroups, properties, sorts, limit, after (pagination cursor)

Pitfalls:

• Max 100 per batch; chunk larger sets
• Store returned IDs immediately for downstream operations
• Property values must match exact internal names, not display labels

3. Manage Deals and Pipeline

When to use: User wants to search deals, view pipeline stages, or track deal progress

Tool sequence:

1. HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE - Map pipeline and stage IDs/names (Prerequisite)
2. HUBSPOT_SEARCH_DEALS - Search deals with filters (Required)
3. HUBSPOT_RETRIEVE_PIPELINE_STAGES - Get stage details for one pipeline (Optional)
4. HUBSPOT_RETRIEVE_OWNERS - Get owner/rep details (Optional)
5. HUBSPOT_GET_DEAL - Get single deal details (Optional)
6. HUBSPOT_LIST_DEALS - List all deals without filters (Fallback)

Key parameters:

• HUBSPOT_SEARCH_DEALS: filterGroups with filters on pipeline, dealstage, createdate, closedate, hubspot_owner_id; properties, sorts, limit, after
• HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE: objectType set to 'deals'

Pitfalls:

• Results nested under response.data.results; properties are often strings (amounts, dates)
• Stage IDs may be readable strings or opaque numeric IDs; use label field for display
• Filters must use internal property names (pipeline, dealstage, createdate), not display names
• Paginate via paging.next.after until absent

4. Search and Filter Tickets

When to use: User wants to find support tickets by status, date, or criteria

Tool sequence:

1. HUBSPOT_SEARCH_TICKETS - Search with filterGroups (Required)
2. HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE - Discover available property names (Fallback)
3. HUBSPOT_GET_TICKET - Get single ticket details (Optional)
4. HUBSPOT_GET_TICKETS - Bulk fetch tickets by IDs (Optional)

Key parameters:

• HUBSPOT_SEARCH_TICKETS: filterGroups, properties (only listed fields are returned), sorts, limit, after

Pitfalls:

• Incorrect propertyName/operator returns zero results without errors
• Date filtering may require epoch-ms bounds; mixing formats causes mismatches
• Only fields in the properties array are returned; missing ones break downstream logic
• Use READ_ALL_PROPERTIES to discover exact internal property names

5. Create and Manage Custom Properties

When to use: User wants to add custom fields to CRM objects

Tool sequence:

1. HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE - List existing properties (Prerequisite)
2. HUBSPOT_READ_PROPERTY_GROUPS_FOR_OBJECT_TYPE - List property groups (Optional)
3. HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE - Create a single property (Required)
4. HUBSPOT_CREATE_BATCH_OF_PROPERTIES - Batch create properties (Alternative)
5. HUBSPOT_UPDATE_SPECIFIC_CRM_PROPERTY - Update existing property definition (Optional)

Key parameters:

• HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE: objectType, name, label, type (string/number/date/enumeration), fieldType, groupName, options (for enumerations)

Pitfalls:

• Property names are immutable after creation; choose carefully
• Enumeration options must be pre-defined with value and label
• Group must exist before assigning properties to it

Imported: Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active HubSpot connection via RUBE_MANAGE_CONNECTIONS with toolkit hubspot
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Examples

Example 1: Ask for the upstream workflow directly

Use @hubspot-automation-v3 to handle <task>. Start from the copied upstream workflow, load only the files that change the outcome, and keep provenance visible in the answer.

Explanation: This is the safest starting point when the operator needs the imported workflow, but not the entire repository.

Example 2: Ask for a provenance-grounded review

Review @hubspot-automation-v3 against metadata.json and ORIGIN.md, then explain which copied upstream files you would load first and why.

Explanation: Use this before review or troubleshooting when you need a precise, auditable explanation of origin and file selection.

Example 3: Narrow the copied support files before execution

Use @hubspot-automation-v3 for <task>. Load only the copied references, examples, or scripts that change the outcome, and name the files explicitly before proceeding.

Explanation: This keeps the skill aligned with progressive disclosure instead of loading the whole copied package by default.

Example 4: Build a reviewer packet

Review @hubspot-automation-v3 using the copied upstream files plus provenance, then summarize any gaps before merge.

Explanation: This is useful when the PR is waiting for human review and you want a repeatable audit packet.

Best Practices

Treat the generated public skill as a reviewable packaging layer around the upstream repository. The goal is to keep provenance explicit and load only the copied source material that materially improves execution.

• Keep the imported skill grounded in the upstream repository; do not invent steps that the source material cannot support.
• Prefer the smallest useful set of support files so the workflow stays auditable and fast to review.
• Keep provenance, source commit, and imported file paths visible in notes and PR descriptions.
• Point directly at the copied upstream files that justify the workflow instead of relying on generic review boilerplate.
• Treat generated examples as scaffolding; adapt them to the concrete task before execution.
• Route to a stronger native skill when architecture, debugging, design, or security concerns become dominant.

Troubleshooting

Problem: The operator skipped the imported context and answered too generically

Symptoms: The result ignores the upstream workflow in plugins/antigravity-bundle-revops-crm-automation/skills/hubspot-automation, fails to mention provenance, or does not use any copied source files at all. Solution: Re-open metadata.json, ORIGIN.md, and the most relevant copied upstream files. Check the external_source block first, then restate the provenance before continuing.

Problem: The imported workflow feels incomplete during review

Symptoms: Reviewers can see the generated SKILL.md, but they cannot quickly tell which references, examples, or scripts matter for the current task. Solution: Point at the exact copied references, examples, scripts, or assets that justify the path you took. If the gap is still real, record it in the PR instead of hiding it.

Problem: The task drifted into a different specialization

Symptoms: The imported skill starts in the right place, but the work turns into debugging, architecture, design, security, or release orchestration that a native skill handles better. Solution: Use the related skills section to hand off deliberately. Keep the imported provenance visible so the next skill inherits the right context instead of starting blind.

Related Skills

• @ab-test-setup-v5 - Use when the work is better handled by that native specialization after this imported skill establishes context.
• @api-security-best-practices-v3 - Use when the work is better handled by that native specialization after this imported skill establishes context.
• @async-python-patterns-v3 - Use when the work is better handled by that native specialization after this imported skill establishes context.
• @auth-implementation-patterns-v3 - Use when the work is better handled by that native specialization after this imported skill establishes context.

Additional Resources

Use this support matrix and the linked files below as the operator packet for this imported skill. They should reflect real copied source material, not generic scaffolding.

Imported Reference Notes

Imported: Quick Reference

Imported: Common Patterns

ID Resolution

• Property display name → internal name: Use HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE
• Pipeline name → pipeline ID: Use HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE
• Stage name → stage ID: Extract from pipeline stages response
• Owner name → owner ID: Use HUBSPOT_RETRIEVE_OWNERS

Pagination

• Search endpoints use cursor-based pagination
• Follow paging.next.after until absent
• Typical limit: 100 records per page
• Pass after value from previous response to get next page

Batch Operations

• Most create/update endpoints support batching with max 100 records per call
• For larger datasets, chunk into groups of 100
• Store returned IDs from each batch before proceeding
• Use batch endpoints (CREATE_CONTACTS, CREATE_COMPANIES, UPDATE_COMPANIES) instead of single-record endpoints for efficiency

Imported: Known Pitfalls

• Property names: All search/filter endpoints use internal property names, NOT display labels. Always call READ_ALL_PROPERTIES_FOR_OBJECT_TYPE to discover correct names
• Batch limits: Max 100 records per batch operation. Larger sets must be chunked
• Response structure: Search results are nested under response.data.results with properties as string values
• Date formats: Date properties may be epoch-ms or ISO strings depending on endpoint. Parse defensively
• Immutable names: Property names cannot be changed after creation. Plan naming conventions carefully
• Cursor pagination: Use paging.next.after cursor, not page numbers. Continue until after is absent
• Duplicate prevention: Always search before creating contacts/companies to avoid duplicates
• Auth verification: Run HUBSPOT_GET_ACCOUNT_INFO first; auth failures cascade to all subsequent calls

Imported: Limitations

• Use this skill only when the task clearly matches the scope described above.
• Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.