hubspot-crmGère contacts et deals dans HubSpot CRM pour USC SYNERGY : rechercher, créer, modifier, associer, et suivre le pipeline de ventes.
Install via ClawdBot CLI:
clawdbot install mibbou/hubspot-crmGestion 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.
HUBSPOT_ACCESS_TOKEN| Pipeline | ID | Usage |
|---|---|---|
| Sales Pipeline | default | Pipeline principal |
| Traitement des leads | 859619884 | Qualification prospects |
| Stage | ID |
|---|---|
| Appointment Scheduled | appointmentscheduled |
| Qualified To Buy | qualifiedtobuy |
| Presentation Scheduled | presentationscheduled |
| Decision Maker Bought-In | decisionmakerboughtin |
| Contract Sent | contractsent |
| Closed Won | closedwon |
| Closed Lost | closedlost |
phone, mobilephone, hs_whatsapp_phone_number — Téléphonessource — Source du contactref — Référence interneobjet — Objet de la demandefonction — Fonction professionnellecurl -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 avecmobilephoneouhs_whatsapp_phone_number
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"]
}'
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"]
}'
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"
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"
}
}'
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"
}
}'
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
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"
}
}'
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"
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"
}
}'
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}]'
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
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}]'
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"
}
}'
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}]'
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
}'
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
}'
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
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
}'
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
| Webhook | URL | Usage |
|---|---|---|
| Nouveau prospect | https://uscsynergy.app.n8n.cloud/webhook/hubspot-nouveau-prospect | Sync nouveau contact vers Digiforma |
| Sync Digiforma | https://uscsynergy.app.n8n.cloud/webhook/hubspot-sync-digiforma | Mise à jour bidirectionnelle |
| Enrichissement WhatsApp | https://uscsynergy.app.n8n.cloud/webhook/hubspot-enrichissement-whatsapp | Enrichir fiche depuis conversation WA |
Note : Ces webhooks sont des placeholders. Les activer dans n8n quand les workflows seront prêts.
Generated Mar 1, 2026
A sales team uses the skill to search for contacts by phone or email when leads come in, then creates deals in the 'Appointment Scheduled' stage and associates them with contacts. This streamlines initial outreach and pipeline management for a training center like USC SYNERGY.
Staff create new contacts for prospective VAE candidates, update their details as they progress, and track deals through stages like 'Qualified To Buy' to 'Closed Won'. Notes and tasks are added to document interactions and next steps.
Managers retrieve deals by ID to check stages and amounts, update deal stages as candidates move through the sales process, and list deals associated with contacts to monitor overall pipeline health and forecast revenue.
Administrators search contacts by name or phone to find duplicates, update properties like source or function, and ensure data accuracy. This helps maintain a clean CRM for targeted marketing and reporting.
USC SYNERGY sells VAE training directly to individuals. The skill manages leads from inquiry to enrollment, tracking deal stages and associating notes for personalized follow-up, driving revenue through course fees.
The center partners with companies to offer bulk training. Contacts represent corporate clients, deals track group enrollments, and tasks schedule meetings. Revenue comes from negotiated contracts per group.
Offers consulting for VAE processes beyond training. Contacts are organizations, deals manage project stages, and notes document requirements. Revenue is generated through hourly or project-based fees.
💬 Integration Tip
Ensure the HUBSPOT_ACCESS_TOKEN is securely stored and test API calls with sample data to handle errors like missing contacts or invalid stages before full deployment.
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