HubSpot + Brevo 集成

HubSpot + Brevo

将 HubSpot CRM 数据连接到 Brevo 的互动平台。以 HubSpot 作为联系人和交易数据的可信来源,以 Brevo 执行多渠道营销活动, 邮件、短信、WhatsApp。

使用的 MCP 服务器

服务器URL认证方式用途
HubSpot MCPmcp.hubspot.comOAuth/PKCECRM 数据:联系人、公司、交易、工单、产品、订单(只读)
Brevo MCPmcp.brevo.com/v1/brevo/mcpToken联系人、邮件、短信、WhatsApp、营销活动、事件追踪

Caution

HubSpot 的 MCP 服务器目前只读(测试版)。您可以读取 HubSpot 的 CRM 数据并用于驱动 Brevo 中的操作,但无法通过 MCP 写回 HubSpot。如需双向同步,请结合 MCP 连接使用 HubSpot 的 REST API。

配置步骤

第一步:创建 HubSpot MCP 授权应用

  1. 在 HubSpot 中,转到 Development > MCP Auth Apps
  2. 点击 Create MCP auth app
  3. 设置您的重定向 URL(Claude Desktop 测试用:http://localhost:6274/oauth/callback/debug
  4. 记录您的 Client IDClient Secret

第二步:连接两个 MCP 服务器

对于支持 OAuth 的工具(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 需要带 PKCE 的 OAuth 认证。Cursor 等工具可原生处理此流程。对于 Claude Desktop/Code,您可能需要单独获取 token 并作为 Bearer token 传入。

第三步:验证

> 显示我在谈判阶段的 HubSpot 交易
> 我在 Brevo 中有多少个联系人?

用例一:CRM 联系人同步代理

将 HubSpot 联系人同步到 Brevo,附带交易阶段数据丰富:

---
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

用例二:交易阶段营销活动代理

根据 HubSpot 交易阶段变化触发 Brevo 营销活动:

---
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

示例:自然语言查询

您:"找出本月成交的所有 HubSpot 交易,并确保这些联系人
在 Brevo 中正在接收我们的入门邮件序列。"
Claude:正在查询 HubSpot 本月成交的交易...
[使用 HubSpot MCP 搜索本月关闭的交易]
找到本月 12 个成交交易,涉及 18 个联系人。
正在检查 Brevo 中的这些联系人...
[使用 brevo_contacts 查找每个邮箱]
结果:
- 14 个联系人已在 Brevo 中并正在接收入门序列
- 4 个联系人尚未在 Brevo 中
正在创建 4 个新的 Brevo 联系人并添加到入门列表...
[使用 brevo_contacts 创建联系人]
[使用 brevo_lists 添加到"Onboarding"列表]
完成。本月成交交易的所有 18 个联系人现在都在
Brevo 的入门序列中了。

后续步骤

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