Connect HubSpot to Claude Code

Who this is for

Anyone at BTT who works with the CRM: contacts, deals, tickets, companies, notes. Time needed: about 3 minutes. Requires SOP 0 (Claude Code installed).

What this does

After completing this SOP you can ask Claude things like:

Find the HubSpot contact for jane@example.com and show me their open deals and tickets.
Add a note to the deal XYZ -- Managed SEO saying I had a call with Jane today.
List all open tickets owned by Hayley.

Step 1 - Open the Connectors panel

Open Claude Code.
Type / then connector and click /connector.

Step 2 - Connect to HubSpot

Find HubSpot in the list and click Connect.
Sign in with your @bristechtonic.co.uk account in the browser window.
When HubSpot asks to allow Claude to access your account, click Connect app.
HubSpot shows as Connected in Claude.

Step 3 - Test it works

Use HubSpot to find the contact with email chris@bristechtonic.co.uk and tell me their lifecycle stage.

Claude should return Chris's contact details. If it does, you are done.

Important rules when using Claude with HubSpot

Do

Use @mentions correctly. When adding a note that should ping someone, write @FirstName (e.g. @Chris please review). Claude will format it as a real HubSpot mention that triggers a notification.
Be specific. Find the deal for Cornish Mutual is better than find that deal we did last month.
Verify before confirming. When Claude says it is about to update something -- read what it plans before you confirm.

Do not

Do not bulk-edit without explicit confirmation. Double-check before Claude updates 50 contacts in one go.
Do not store passwords or sensitive info in HubSpot notes.
Do not delete contacts, deals, or tickets via Claude. Deletions should be done manually in HubSpot UI by Chris.