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Integracija HubSpot + Brevo

HubSpot + Brevo

Povežite podatke CRM iz HubSpota s platformo za vključevanje Brevo. HubSpot uporabite kot vir resnice za podatke o stikih in poslih, Brevo pa za večkanalno izvajanje kampanj, e-pošta, SMS, WhatsApp.

Uporabljeni MCP strežniki

StrežnikURLAvtentikacijaNamen
HubSpot MCPmcp.hubspot.comOAuth/PKCEPodatki CRM: stiki, podjetja, posli, zahtevki, izdelki, naročila (samo branje)
Brevo MCPmcp.brevo.com/v1/brevo/mcpŽetonStiki, e-pošta, SMS, WhatsApp, kampanje, sledenje dogodkom

Caution

MCP strežnik HubSpot je trenutno samo za branje (BETA). Podatke CRM iz HubSpota lahko berete in jih uporabite za sprožanje dejanj v Brevo, prek MCP pa ne morete pisati nazaj v HubSpot. Za dvosmerno sinhronizacijo ob povezavi MCP uporabite še REST API platforme HubSpot.

Nastavitev

Korak 1: Ustvarite HubSpot MCP Auth App

  1. V HubSpotu pojdite na Development > MCP Auth Apps
  2. Kliknite Create MCP auth app
  3. Nastavite svoj URL za preusmeritev (za preizkušanje v Claude Desktop: http://localhost:6274/oauth/callback/debug)
  4. Zabeležite si Client ID in Client Secret

Korak 2: Povežite oba MCP strežnika

Za orodja, ki podpirajo 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 zahteva OAuth s PKCE. Orodja, kot je Cursor, to podpirajo neposredno. Za Claude Desktop in Claude Code boste morda morali žeton pridobiti ločeno in ga posredovati kot žeton Bearer.

Korak 3: Preverite

> Show me my HubSpot deals in the Negotiation stage
> How many contacts do I have in Brevo?

Primer uporabe 1: Agent za sinhronizacijo stikov CRM

Sinhronizirajte stike HubSpot z Brevo in jih obogatite s fazo posla:

---
name: hubspot-contact-sync
description: Sync HubSpot CRM contacts to Brevo with deal data enrichment
version: 1.0.0
temperature: 0.1
tools:
- hubspot
- brevo_contacts
- brevo_attributes
- brevo_lists
- brevo_segments
triggers:
- 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 sync
2. For each contact, fetch associated deals and company
3. Create/update Brevo contact with enriched data:
- CRM lifecycle stage → Brevo attribute
- Deal amount → Brevo attribute
- Deal stage → Brevo segment
4. 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 reporting

Primer uporabe 2: Agent za kampanje po fazi posla

Sprožite kampanje Brevo ob spremembah faze posla v HubSpotu:

---
name: hubspot-deal-campaigns
description: Trigger targeted Brevo campaigns when HubSpot deals change stages
version: 1.0.0
temperature: 0.3
tools:
- hubspot
- brevo_contacts
- brevo_email_campaign_management
- brevo_templates
- brevo_segments
triggers:
- schedule: "0 9 * * *"
---
# Deal-Stage Campaign Agent
Monitor HubSpot deal stages and trigger appropriate
engagement 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 attribution

Primer: poizvedba v naravnem jeziku

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 now
in Brevo's onboarding sequence.

Naslednji koraki

Zaprosite za zgodnji dostop

Vnesite ime ter e-poštni naslov ali telefonsko številko. Poslali vam bomo podrobnosti o dostopu do platforme Tajo.

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