CRM & marketing automation
Claude + HubSpot
Your contacts, companies, deals already live in HubSpot. Connected to Claude, your team can ask questions of that data, draft from it and act on it, without copying anything between tabs. Here’s what that looks like for small and mid-size businesses, and how we set it up.
What Claude does with your HubSpot data
Real workflows we build on top of the connection. Each one becomes a skill your team runs in one step.
Deal-stage hygiene
Find deals with no activity in 14 days and draft next-step tasks and follow-up emails for owners.
Meeting prep briefs
Before each sales meeting, summarize the contact's company, deal history and recent emails.
Call-note logging
Turn rough call notes into structured HubSpot notes and update the deal stage.
Ticket triage
Summarize new support tickets, suggest priority, and draft first responses.
Campaign performance recap
Summarize campaign metrics for the week and draft recommendations for the marketing team.
How the connection works
Public REST APIs for CRM objects, engagements, marketing and more, using OAuth or private app tokens.
HubSpot offers an official Claude connector on all HubSpot tiers, with read and write access to contacts, companies, deals, tickets, quotes and more, plus a remote HubSpot MCP server.
HubSpot developer docsData Claude can use
Getting Claude and HubSpot working together
Claude Deployment Sprint
fixed price, starting at $10,000 · 2 weeks
- Claude connected to HubSpot with the right permissions
- The workflows above built as skills on your real data
- Your other core tools connected too (email, accounting, CRM)
- Team trained by role, plus 30 days of tuning
Custom AI Agent
starting at $25,000 · 4–8 weeks
Want one of these workflows to run on its own? We build an agent that watches HubSpot, does the work, and hands it to a person to approve, with every step logged.
Scope an agentClaude skills for teams that run on HubSpot
Questions
Does HubSpot have an official Claude connector?+
HubSpot offers an official Claude connector on all HubSpot tiers, with read and write access to contacts, companies, deals, tickets, quotes and more, plus a remote HubSpot MCP server. We can turn that on for your team and build skills on top of it, or extend it with custom tools where it falls short.
What HubSpot data can Claude work with?+
Through the API, Claude can work with contacts, companies, deals, tickets, products, line items and more. We scope access to read-only wherever possible, and keep a person approving anything that changes records or reaches a customer.
Do we need a developer on staff?+
No. In a Claude Deployment Sprint we set up the connection, build the skills and train your team. You’ll need an admin login for HubSpot and, if required, to approve API access with HubSpot, Inc..
Will our HubSpot data be used to train AI models?+
We set teams up on Claude business plans. Anthropic does not use inputs or outputs from its commercial products to train models by default.
HubSpot is a trademark of HubSpot, Inc. Krasa.ai is an independent implementation firm and is not affiliated with or endorsed by HubSpot, Inc. or Anthropic.