hubspot-create-note

abdullahbeam's avatarfrom abdullahbeam

Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content.

⭐0stars🔀0forks📁View on GitHub🕐Updated Dec 30, 2025
[CRM Workflows]

When & Why to Use This Skill

This Claude skill enables seamless integration with HubSpot CRM to automate the creation of note engagements. By translating natural language inputs into structured CRM data, it helps sales and success teams maintain accurate records of client interactions, meeting outcomes, and internal updates directly through the chat interface, significantly boosting CRM data hygiene and productivity.

Use Cases

  • Post-Meeting Documentation: Quickly log key takeaways, action items, and decision points immediately after a client call.
  • Lead Intelligence: Record specific prospect pain points or product interests discovered during discovery sessions for future reference.
  • Internal Handoffs: Leave detailed context on contact records to ensure smooth transitions between sales, marketing, and customer success teams.
  • Historical Record Keeping: Maintain a chronological audit trail of all manual interactions to improve relationship management and reporting accuracy.
namehubspot-create-note
description"Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content."

Create HubSpot Note

Specialized skill for creating note engagements in HubSpot CRM.

Pre-Flight Check

Before running, execute config check:

python 00-system/skills/hubspot/hubspot-master/scripts/check_hubspot_config.py --json

If ai_action is not proceed_with_operation, follow hubspot-connect setup guide.

Usage

Required Parameters

  • --body - Note content (required)

Optional Parameters

  • --timestamp - ISO timestamp (defaults to now)

Examples

Simple note:

python 00-system/skills/hubspot/hubspot-master/scripts/create_note.py \
  --body "Spoke with John about pricing. He's interested in the enterprise tier." \
  --json

Note with timestamp:

python 00-system/skills/hubspot/hubspot-master/scripts/create_note.py \
  --body "Meeting notes from yesterday's call" \
  --timestamp "2025-12-12T14:00:00Z" \
  --json

Output Format

{
  "id": "16977760701",
  "properties": {
    "hs_note_body": "Spoke with John about pricing...",
    "hs_timestamp": "2025-12-13T10:00:00Z"
  }
}

Display Format

✅ Note created!
  ID: 16977760701
  Content: Spoke with John about pricing. He's interested in the enterprise tier.
  Timestamp: 2025-12-13 10:00

Best Practices

  • Keep notes concise but informative
  • Include action items and next steps
  • Reference specific topics discussed
  • Use for internal context that won't go in emails

Error Handling

Error Solution
401 Invalid token - re-run setup
403 Missing crm.objects.notes.write scope
429 Rate limited - wait and retry

Related Skills

  • hubspot-list-notes - List all notes
  • hubspot-get-associations - Link note to contact/deal