Skill HubSpot CRM — USC SYNERGY

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"]
  }'

4. Obtenir un contact par ID

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID?properties=firstname,lastname,email,phone,mobilephone,hs_whatsapp_phone_number,source,ref,objet,fonction" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

5. Créer un nouveau contact

curl -s "https://api.hubapi.com/crm/v3/objects/contacts" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "firstname": "PRENOM",
      "lastname": "NOM",
      "email": "EMAIL",
      "phone": "TELEPHONE",
      "source": "SOURCE",
      "hubspot_owner_id": "32587387"
    }
  }'

6. Mettre à jour un contact

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "PROPRIETE": "VALEUR"
    }
  }'

7. Lister les deals d'un contact

curl -s "https://api.hubapi.com/crm/v4/objects/contacts/CONTACT_ID/associations/deals" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

Récupère les IDs des deals, puis utiliser commande 9 pour les détails

8. Créer un deal

curl -s "https://api.hubapi.com/crm/v3/objects/deals" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealname": "VAE - NOM_CANDIDAT - DIPLOME",
      "pipeline": "default",
      "dealstage": "appointmentscheduled",
      "amount": "MONTANT",
      "hubspot_owner_id": "32587387"
    }
  }'

9. Obtenir un deal par ID

curl -s "https://api.hubapi.com/crm/v3/objects/deals/DEAL_ID?properties=dealname,pipeline,dealstage,amount,closedate,hubspot_owner_id" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

10. Mettre à jour le stage d'un deal

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/deals/DEAL_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealstage": "STAGE_ID"
    }
  }'

11. Associer un contact à un deal

curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/deals/DEAL_ID/associations/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":3}]'

12. Créer une note sur un contact

curl -s "https://api.hubapi.com/crm/v3/objects/notes" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "hs_note_body": "CONTENU_NOTE",
      "hs_timestamp": "'$(date -u +%Y-%m-%dT%H:%M:%S.000Z)'"
    }
  }'

Après création, associer la note au contact avec commande 13

13. Associer une note à un contact

curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/notes/NOTE_ID/associations/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":202}]'

14. Créer une tâche

curl -s "https://api.hubapi.com/crm/v3/objects/tasks" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "hs_task_subject": "SUJET_TACHE",
      "hs_task_body": "DESCRIPTION",
      "hs_task_status": "NOT_STARTED",
      "hs_task_priority": "MEDIUM",
      "hs_timestamp": "'$(date -u +%Y-%m-%dT%H:%M:%S.000Z)'",
      "hubspot_owner_id": "32587387"
    }
  }'

15. Associer une tâche à un contact

curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/tasks/TASK_ID/associations/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":204}]'

16. Lister les contacts récents (dernières 24h)

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "createdate",
        "operator": "GTE",
        "value": "'$(date -d '24 hours ago' +%s)000'"
      }]
    }],
    "sorts": [{"propertyName":"createdate","direction":"DESCENDING"}],
    "properties": ["firstname","lastname","email","phone","source","createdate"],
    "limit": 20
  }'

17. Lister les deals par stage

curl -s "https://api.hubapi.com/crm/v3/objects/deals/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "dealstage",
        "operator": "EQ",
        "value": "STAGE_ID"
      }]
    }],
    "properties": ["dealname","dealstage","amount","closedate","pipeline"],
    "limit": 50
  }'

18. Compter les deals par pipeline

curl -s "https://api.hubapi.com/crm/v3/objects/deals/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "pipeline",
        "operator": "EQ",
        "value": "PIPELINE_ID"
      }]
    }],
    "limit": 0
  }'

Le champ total dans la réponse donne le nombre

19. Recherche globale de contacts

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "TERME_RECHERCHE",
    "properties": ["firstname","lastname","email","phone","source"],
    "limit": 10
  }'

20. Supprimer un contact (archiver)

curl -s -X DELETE "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

Action irréversible — demander confirmation avant exécution

Scénarios métier

Nouveau prospect WhatsApp

1. Rechercher par téléphone (cmd 1) sur les 3 champs
2. Si inexistant → Créer contact (cmd 5) avec source="WhatsApp"
3. Créer deal VAE (cmd 8)
4. Associer contact au deal (cmd 11)
5. Créer note avec contexte conversation (cmd 12 + 13)

Suivi candidat VAE

1. Rechercher contact (cmd 1/2/3)
2. Lister ses deals (cmd 7)
3. Récupérer détails deal (cmd 9)
4. Mettre à jour stage si progression (cmd 10)
5. Ajouter note de suivi (cmd 12 + 13)

Rapport pipeline quotidien

1. Compter deals par pipeline (cmd 18)
2. Lister deals par stage (cmd 17) pour chaque stage actif
3. Lister contacts créés dernières 24h (cmd 16)

Webhooks n8n (à configurer)

Note : Ces webhooks sont des placeholders. Les activer dans n8n quand les workflows seront prêts.