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Marketing & SEO

HubSpot Sales

Daily sales brief, call prep and follow-up drafts straight from your HubSpot CRM.

FreeBy HubSpot
View source

What is it?

HubSpot's official plugin connects Claude to your CRM and adds skills for the working day of a salesperson or owner-operator: importing contacts and deals, a prioritised daily brief, prep notes before a call, logging the call afterwards, drafting follow-ups, looking up a contact and checking the pipeline.

Without it, Claude cannot see your customers. With it, the morning routine of checking the pipeline and chasing follow-ups becomes a single request.

Install in Claude Code

In Claude Code run /plugin install hubspot-sales@claude-plugins-official and connect your HubSpot account when prompted. HubSpot's own README also offers /install-plugin https://github.com/HubSpot/hubspot-mcp-plugins, which lets you choose between its Sales and Partner plugins.

Try this prompt

Paste into Claude Code
Give me my daily sales brief: which deals need attention today, who I'm meeting, and draft follow-up emails for yesterday's calls.

Who it's for

Small businesses and sales teams already using HubSpot as their CRM.

Best for

  • Daily pipeline brief
  • Pre-call research
  • Follow-up emails
  • Logging calls and notes

Why it made the list

It is maintained by HubSpot and covers the whole follow-up loop rather than just reading data.

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