Using Claude with HubSpot: Part 1 (Beginner Friendly) скачать в хорошем качестве

Using Claude with HubSpot: Part 1 (Beginner Friendly)

🔧 Ready to fix your HubSpot? Book a free consultation: https://www.mergeyourdata.com/request... --- Claude + HubSpot Foundations (No-Code): 4 Quick Wins for CRM, Email, Segmentation & Cleanup Dan Saavedra from MergeYourData kicks off a beginner-friendly series on using Claude AI with HubSpot — starting with foundational wins and building toward advanced RevOps use cases. In this episode, Dan explains why his team uses Claude alongside HubSpot's native AI (speed, precision, scalability, and creative flexibility) and why human review is non-negotiable. He walks through connecting the HubSpot MCP connector in Claude, required permissions, tool-level approvals, and key limitations to know upfront — including no access to lead objects, no ability to create quotes, invoices, or users, and no delete functionality (those require API setup). Then he demonstrates four practical quick wins you can use today: Quick Win #1 – Contact Reactivation: Pull a contact record's properties and activity, draft a concise reactivation email, and sync the copy back to HubSpot as a note. Quick Win #2 – List Segmentation: Generate smart contact list segmentation criteria and brainstorm additional filters (note: the connector can't create the list directly in HubSpot). Quick Win #3 – Data Cleanup: Identify potentially misspelled email domains using fuzzy matching, then update records or surface links for manual merging. Quick Win #4 – Workflow Blueprinting: Map out lead routing logic (e.g., Southeast US → Dan Saavedra, everyone else → Heather) since workflows can't be built directly through the connector. Coming up: Part 2 covers cleaning messy properties and more sales, marketing, and CS use cases. Dan also previews a paid advanced course covering Claude Code, HubSpot API automation at scale, and proprietary MergeYourData methods. 💬 Drop a topic you want covered in the comments, or book a call if you need end-to-end revenue operations support. --- 00:00 Welcome & What This Claude + HubSpot Series Covers 01:27 Why Use AI in HubSpot? Speed, Precision, Scale (and Staying in Control) 04:19 Claude's HubSpot Superpowers: API, One-Place Ops, Better With Guidance 05:22 Setup Walkthrough: Connect the HubSpot MCP to Claude + Permissions 07:52 Connector Limits: What You Can't Do Without the HubSpot API 08:40 Quick Win #1: Pull Record Activity & Draft a Follow-Up Email 13:07 Quick Win #2: List Segmentation — Generate Smart Filter Criteria 17:02 Quick Win #3: Data Cleanup — Find & Fix Misspelled Email Domains 19:56 Quick Win #4: Workflow Blueprinting (Lead Routing Logic) 22:31 What's Next: Part 2 Preview, Advanced Course, and How to Get Help