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OA0  ›  技能包  ›  hubspot:集成 HubSpot CRM 与 CMS API 管理联系人与交易

hubspot:集成 HubSpot CRM 与 CMS API 管理联系人与交易

 
  workflow ·  2026-02-21 16:15:21 · 3 次点击  · 0 条评论  

名称: hubspot
描述: 用于联系人、公司、交易、所有者和内容管理的 HubSpot CRM 和 CMS API 集成。
主页: https://github.com/kwall1/hubspot-skill
元数据: {"clawdbot":{"emoji":"📊","requires":{"bins":["curl","jq"],"env":["HUBSPOT_ACCESS_TOKEN"]},"primaryEnv":"HUBSPOT_ACCESS_TOKEN"}}


HubSpot 技能

通过 REST API 与 HubSpot CRM 和 CMS 进行交互。

设置

设置您的 HubSpot 私有应用访问令牌:

HUBSPOT_ACCESS_TOKEN=pat-na2-xxxxx

API 基础信息

所有端点均使用:https://api.hubapi.com

授权请求头:Bearer $HUBSPOT_ACCESS_TOKEN


CRM 对象

联系人

创建联系人:

curl -s -X POST -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"properties":{"email":"test@example.com","firstname":"Test","lastname":"User","phone":"555-1234","company":"Acme Inc","jobtitle":"Manager"}}' \
  "https://api.hubapi.com/crm/v3/objects/contacts" | jq

列出联系人:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/objects/contacts?limit=10" | jq

搜索联系人:

curl -s -X POST -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"filterGroups":[{"filters":[{"propertyName":"email","operator":"CONTAINS_TOKEN","value":"example.com"}]}],"limit":10}' \
  "https://api.hubapi.com/crm/v3/objects/contacts/search" | jq

根据 ID 获取联系人:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/objects/contacts/{contactId}?properties=email,firstname,lastname,phone,company" | jq

根据邮箱获取联系人:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/objects/contacts/{email}?idProperty=email" | jq

公司

列出公司:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/objects/companies?limit=10&properties=name,domain,industry" | jq

搜索公司:

curl -s -X POST -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"filterGroups":[{"filters":[{"propertyName":"name","operator":"CONTAINS_TOKEN","value":"acme"}]}],"limit":10}' \
  "https://api.hubapi.com/crm/v3/objects/companies/search" | jq

根据 ID 获取公司:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/objects/companies/{companyId}?properties=name,domain,industry,numberofemployees" | jq

交易

创建交易:

curl -s -X POST -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"properties":{"dealname":"New Deal","amount":"10000","closedate":"2026-06-01","description":"Deal notes here"}}' \
  "https://api.hubapi.com/crm/v3/objects/deals" | jq

列出交易:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/objects/deals?limit=10&properties=dealname,amount,dealstage,closedate" | jq

搜索交易:

curl -s -X POST -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"filterGroups":[{"filters":[{"propertyName":"dealstage","operator":"EQ","value":"closedwon"}]}],"limit":10}' \
  "https://api.hubapi.com/crm/v3/objects/deals/search" | jq

根据 ID 获取交易:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/objects/deals/{dealId}?properties=dealname,amount,dealstage,closedate,pipeline" | jq

所有者

列出所有者(用户):

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/owners" | jq

更新与分配所有者

更新联系人属性:

curl -s -X PATCH -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"properties":{"phone":"555-9999","jobtitle":"Director"}}' \
  "https://api.hubapi.com/crm/v3/objects/contacts/{contactId}" | jq

为联系人分配所有者:

curl -s -X PATCH -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"properties":{"hubspot_owner_id":"{ownerId}"}}' \
  "https://api.hubapi.com/crm/v3/objects/contacts/{contactId}" | jq

为交易分配所有者:

curl -s -X PATCH -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"properties":{"hubspot_owner_id":"{ownerId}"}}' \
  "https://api.hubapi.com/crm/v3/objects/deals/{dealId}" | jq

关联关系

获取公司的关联联系人:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v4/objects/companies/{companyId}/associations/contacts" | jq

获取联系人的关联交易:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v4/objects/contacts/{contactId}/associations/deals" | jq

创建关联(交易到联系人):

curl -s -X POST -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"inputs":[{"from":{"id":"{dealId}"},"to":{"id":"{contactId}"},"types":[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":3}]}]}' \
  "https://api.hubapi.com/crm/v4/associations/deals/contacts/batch/create" | jq

常用关联类型 ID:
- 3:交易到联系人
- 5:交易到公司
- 1:联系人到公司


属性(模式)

列出联系人属性:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/properties/contacts" | jq '.results[].name'

列出公司属性:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/properties/companies" | jq '.results[].name'

列出交易属性:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/crm/v3/properties/deals" | jq '.results[].name'

CMS

页面

列出站点页面:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/cms/v3/pages/site-pages?limit=10" | jq

列出落地页:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/cms/v3/pages/landing-pages?limit=10" | jq

域名

列出域名:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/cms/v3/domains" | jq

文件

列出文件:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/files/v3/files?limit=10" | jq

搜索文件:

curl -s -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  "https://api.hubapi.com/files/v3/files/search?name=logo" | jq

搜索运算符

在搜索端点的过滤器中使用以下运算符:

运算符 描述
EQ 等于
NEQ 不等于
LT 小于
LTE 小于或等于
GT 大于
GTE 大于或等于
CONTAINS_TOKEN 包含词语
NOT_CONTAINS_TOKEN 不包含词语
HAS_PROPERTY 有值
NOT_HAS_PROPERTY 没有值

PowerShell 示例

对于 Windows/PowerShell,使用 Invoke-RestMethod:

$headers = @{ 
  "Authorization" = "Bearer $env:HUBSPOT_ACCESS_TOKEN"
  "Content-Type" = "application/json" 
}

# 列出联系人
Invoke-RestMethod -Uri "https://api.hubapi.com/crm/v3/objects/contacts?limit=10" -Headers $headers

# 搜索联系人
$body = @{
  filterGroups = @(@{
    filters = @(@{
      propertyName = "email"
      operator = "CONTAINS_TOKEN"
      value = "example.com"
    })
  })
  limit = 10
} | ConvertTo-Json -Depth 5

Invoke-RestMethod -Method POST -Uri "https://api.hubapi.com/crm/v3/objects/contacts/search" -Headers $headers -Body $body

注意事项

  • 具备相应权限范围时支持完整的 CRUD 操作
  • 速率限制:私有应用每 10 秒 100 个请求
  • 分页:使用 paging.next.after 中的 after 参数获取下一页
  • 门户 ID 位于记录 URL 中:https://app-na2.hubspot.com/contacts/{portalId}/record/...
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