HubSpot CRM & Marketing AI Skill Guide

Overview & Engine Architecture

HubSpot unifies CRM (contacts, companies, deals, tickets), marketing automation, and a REST API. Properties define fields; workflows and pipelines move records through stages. Private apps replace legacy API keys with scoped tokens. Agents design clear property taxonomies, idempotent syncs, and workflow rules that do not thrash records.

Portals
   -> CRM objects (contacts, companies, deals, tickets, custom)
       -> Properties + associations
       -> Pipelines / workflows / lists
Integrations -> Private app tokens -> HubSpot APIs (CRM, CMS, Events)

When to use this skill