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HubSpot Activities

Official

Manage HubSpot tasks and notes.

Marketing & Sales#crm#notes#tasks#associations#hubspot#client engagement
Authorwyre-technology
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the management of client interactions within HubSpot by enabling the creation and logging of activities, as well as establishing crucial relationships between CRM objects.

Core Features & Use Cases

  • Task Creation: Generate follow-up tasks with specific subjects, bodies, priorities, and timestamps.
  • Note Logging: Record meeting summaries, support resolutions, and other engagement details.
  • Association Management: Link contacts, companies, deals, and tickets together using defined association types.
  • Use Case: After a client meeting, you can log a detailed note about the discussion, create follow-up tasks for action items, and ensure all these activities are correctly associated with the client's company and contact records in HubSpot.

Quick Start

Use the hubspot activities skill to create a task to follow up with the client on the proposal by next Friday.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: HubSpot Activities
Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#hubspot-activities

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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