Integracija HubSpot + Brevo
HubSpot + Brevo
Povežite CRM podatke iz HubSpota s platformom za angažiranje Brevo. HubSpot upotrijebite kao izvor istine za podatke o kontaktima i poslovima, a Brevo za izvođenje višekanalnih kampanja: e-pošta, SMS, WhatsApp.
Korišteni MCP poslužitelji
| Poslužitelj | URL | Autentifikacija | Svrha |
|---|---|---|---|
| HubSpot MCP | mcp.hubspot.com | OAuth/PKCE | CRM podaci: kontakti, tvrtke, poslovi, tiketi, proizvodi, narudžbe (samo za čitanje) |
| Brevo MCP | mcp.brevo.com/v1/brevo/mcp | Token | Kontakti, e-pošta, SMS, WhatsApp, kampanje, praćenje događaja |
Caution
HubSpotov MCP poslužitelj trenutačno je samo za čitanje (BETA). CRM podatke možete čitati iz HubSpota i njima pokretati radnje u Brevu, ali putem MCP-a ne možete pisati natrag u HubSpot. Za dvosmjernu sinkronizaciju uz MCP vezu upotrijebite HubSpotov REST API.
Postavljanje
Korak 1: Stvorite HubSpot MCP Auth aplikaciju
- U HubSpotu otvorite Development > MCP Auth Apps
- Kliknite Create MCP auth app
- Postavite svoj URL preusmjeravanja (za testiranje u aplikaciji Claude Desktop:
http://localhost:6274/oauth/callback/debug) - Zabilježite svoj Client ID i Client Secret
Korak 2: Povežite oba MCP poslužitelja
Za alate koji podržavaju OAuth (Cursor, VS Code):
{ "mcpServers": { "hubspot": { "url": "https://mcp.hubspot.com/", "headers": { "Authorization": "Bearer your-hubspot-oauth-token" } }, "brevo": { "command": "npx", "args": [ "mcp-remote", "https://mcp.brevo.com/v1/brevo/mcp", "--header", "Authorization: Bearer ${BREVO_MCP_TOKEN}" ], "env": { "BREVO_MCP_TOKEN": "your-brevo-mcp-token" } } }}Tip
HubSpot MCP zahtijeva OAuth s PKCE-om. Alati poput Cursora to podržavaju izvorno. Za Claude Desktop/Code možda ćete token morati pribaviti zasebno i proslijediti ga kao Bearer token.
Korak 3: Provjerite
> Show me my HubSpot deals in the Negotiation stage> How many contacts do I have in Brevo?Primjer primjene 1: agent za sinkronizaciju CRM kontakata
Sinkronizirajte HubSpot kontakte s Brevom uz obogaćivanje podacima o fazi posla:
---name: hubspot-contact-syncdescription: Sync HubSpot CRM contacts to Brevo with deal data enrichmentversion: 1.0.0temperature: 0.1tools: - hubspot - brevo_contacts - brevo_attributes - brevo_lists - brevo_segmentstriggers: - schedule: "0 */4 * * *"---
# HubSpot Contact Sync
Read contacts and associated deal data from HubSpot,sync to Brevo with enriched attributes for segmentation.
## Strategy
1. Query HubSpot for contacts modified since last sync2. For each contact, fetch associated deals and company3. Create/update Brevo contact with enriched data: - CRM lifecycle stage → Brevo attribute - Deal amount → Brevo attribute - Deal stage → Brevo segment4. Auto-segment in Brevo: - "SQL" contacts → Sales Qualified list - "Opportunity" contacts → Active Pipeline list - "Customer" contacts → Customer list
## Field Mapping
| HubSpot Property | Brevo Attribute ||-----------------|-----------------|| email | EMAIL || firstname | FIRSTNAME || lastname | LASTNAME || phone | SMS || lifecyclestage | LIFECYCLE_STAGE || hs_lead_status | LEAD_STATUS || company (associated) | COMPANY || deal amount (sum) | DEAL_VALUE || deal stage (latest) | DEAL_STAGE |
## Rules- NEVER sync contacts without email addresses- ALWAYS preserve existing Brevo data if HubSpot field is empty- Track sync with events: hubspot_sync_success, hubspot_sync_error- Log contact count per lifecycle stage for reportingPrimjer primjene 2: agent za kampanje prema fazi posla
Pokrenite Brevo kampanje na temelju promjena faze posla u HubSpotu:
---name: hubspot-deal-campaignsdescription: Trigger targeted Brevo campaigns when HubSpot deals change stagesversion: 1.0.0temperature: 0.3tools: - hubspot - brevo_contacts - brevo_email_campaign_management - brevo_templates - brevo_segmentstriggers: - schedule: "0 9 * * *"---
# Deal-Stage Campaign Agent
Monitor HubSpot deal stages and trigger appropriateengagement campaigns in Brevo.
## Stage-to-Campaign Mapping
| HubSpot Deal Stage | Brevo Action ||-------------------|--------------|| Appointment Scheduled | Send meeting prep email with company info || Qualified to Buy | Add to "Nurture" drip sequence || Presentation Scheduled | Send case study relevant to their industry || Decision Maker Bought-In | Send ROI calculator + pricing guide || Contract Sent | Send "What to expect" onboarding preview || Closed Won | Trigger welcome sequence + onboarding || Closed Lost | Add to "Win-back" sequence (30-day delay) |
## Rules- ONLY send to contacts associated with the deal- Check if contact has opted in to marketing before sending- One campaign trigger per deal stage change (no duplicates)- Log all campaign triggers for deal attributionPrimjer: upit prirodnim jezikom
You: "Find all HubSpot deals that closed this month and make sure those contacts are getting our onboarding email sequence in Brevo."
Claude: Querying HubSpot for deals closed this month...[Uses hubspot MCP to search deals with closeddate in current month]
Found 12 deals closed this month, involving 18 contacts.Checking Brevo for these contacts...[Uses brevo_contacts to look up each email]
Results:- 14 contacts already in Brevo and receiving onboarding sequence- 4 contacts not yet in Brevo
Creating 4 new Brevo contacts and adding to onboarding list...[Uses brevo_contacts to create contacts][Uses brevo_lists to add to "Onboarding" list]
Done. All 18 contacts from this month's closed deals are nowin Brevo's onboarding sequence.Sljedeći koraci
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