Connect Anthropic Claude and HubSpot CRM integrations
Transform Anthropic Claude's AI-powered insights into instant HubSpot CRM actions through Make's automation platform. Automatically enrich contacts, update deals, and qualify leads as Claude analyzes your customer data—eliminating manual data entry while keeping your CRM intelligent, organized, and always up-to-date
Creates a new prompt based on a structured list of input messages.
Creates a new Skill.
Creates a new Skill version.
Deletes an existing file.
Deletes an existing Skill.
Deletes an existing Skill version.
Downloads a Claude-generated file.
Retrieves an existing file's metadata.
Retrieves an existing Skill.
Retrieves an existing Skill version.
Performs an arbitrary authorized API call.
Generates text responses from prompts without requiring an account or connection.
Uploads a new file.
Adds a contact to a specific workflow.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
Creates a folder.
Creates a line item with the given properties and returns a copy of the object, including the ID.
Creates a meeting with the given properties and returns a copy of the object, including the ID.
Associates two CRM objects.
Creates an email with the given properties and returns a copy of the object, including the ID.
Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.
Creates an order with the given properties and returns a copy of the object, including the ID.
Creates a note with the given properties and returns a copy of the object, including the ID.
Creates a product with the given properties and returns a copy of the object, including the ID.
Creates a new quote.
Creates a task with the given properties and returns a copy of the object, including the ID.
Creates a ticket.
Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.
Creates a new contact if the specified email address in the properties does not exist; otherwise, updates the existing contact.
Moves a call to the recycling bin.
Moves a communication to the recycling bin.
Moves a company to the recycling bin.
Moves a contact to the recycling bin.
Moves a custom object to the recycling bin.
Moves a deal to the recycling bin.
Permanently deletes a file and all related data and thumbnails from file manager.
Marks a folder as deleted.
Moves a line item to the recycling bin.
Moves a meeting to the recycling bin.
Deletes an association between two CRM objects.
Moves an email to the recycling bin.
Deletes an engagement (a task or activity) on an object in HubSpot.
Moves an order to the recycling bin.
Moves a note to the recycling bin.
Moves a product to the recycling bin.
Deletes quote by its ID.
Moves a task to the recycling bin.
Deletes an existing ticket.
Removes records from selected list.
Returns information about a specific call.
Returns information about a specific communication.
Returns information about a specific company.
Returns information about a specific contact.
Returns information about a specific custom object.
Returns information about a specific deal.
For a given file ID, return the file associated with that ID.
Returns information about a specific line item.
Returns information about a specific meeting.
Returns information about a specific email.
Returns information about a specific invoice.
Returns information about a specific order.
Returns information about a specific note.
Returns details for an owner.
Returns information about a specific product.
Gets a quote by its ID.
Gets metadata for a specific record property by its (internal) name.
Returns information about a specific task.
Gets a specific ticket by its ID.
Performs an arbitrary authorized API call to manage data in Hubspot CRM.
Merges contacts
Removes a contact from a contact list. This module will be deprecated on September 30th 2025.
Removes a contact from a workflow.
Sends form submission data to HubSpot.
Subscribes a contact to the given subscription emails.
Unsubscribes a contact from the given subscription emails. Note that you cannot subscribe the contact to the same email address again.
Updates call's properties by their ID. Returns updated properties in the response.
Updates communication's properties by their ID. Returns updated properties in the response.
Updates company's properties by its ID. Returns updated properties in the response.
Updates contact's properties by their ID. Returns updated properties in the response.
Updates custom object's properties by its ID. Returns updated properties in the response.
Updates a specific deal by its ID. Returns updated properties in the response.
Updates line item's properties by their ID. Returns updated properties in the response.
Updates meeting's properties by their ID. Returns updated properties in the response.
Updates email's properties by their ID. Returns updated properties in the response.
Updates order's properties by their ID. Returns updated properties in the response.
Updates note's properties by their ID. Returns updated properties in the response.
Updates product's properties by their ID. Returns updated properties in the response.
Updates quote by its ID.
Updates task's properties by their ID. Returns updated properties in the response.
Updates an existing ticket by its ID.
Moves a file to a different folder.
Uploads a new file to the file manager.
Returns the IDs of CRM objects associated with a given object, based on the specified association type.
Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID. This module will be deprecated on September 30th 2025.
Returns all deal/ticket pipelines for a given portal.
Retrieves a list of files stored in file manager.
Retrieves a list of forms for a given portal.
Returns all of the owners that exist inside of HubSpot.
Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.
Lists calls based on the provided filters or a search query.
Lists communications based on the provided filters or a search query.
Lists companies based on the provided filters or a search query.
Retrieves a list of contacts using the search query.
Searches for CRM objects (contacts, companies, deals, products, tickets, line items) by custom properties or by the query. To search for products or line items use a special connection with a required custom scope, e-commerce.
Lists deals based on the provided filters or a search query.
Lists emails based on the provided filters or a search query.
Lists invoices based on the provided filters or a search query.
Lists line items on the provided filters or a search query.
Lists meetings based on the provided filters or a search query.
Lists notes based on the provided filters or a search query.
Lists orders based on the provided filters or a search query.
Lists products based on the provided filters or a search query.
Lists quotes by search criteria.
Lists tasks based on the provided filters or a search query.
Retrieves a list of tickets.
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Build your Anthropic Claude and HubSpot CRM integrations.
Connect HubSpot CRM as a trigger and Anthropic Claude as an action through Make's automation platform. When HubSpot CRM generates intelligent insights, analyses, or responses, these outputs automatically trigger actions in Anthropic Claude. The integration enables you to enrich Anthropic Claude contacts with AI-generated insights, update deal stages based on Claude's analysis of customer communications, automate data entry with AI-processed information, and add personalized content or lead qualification results directly into your CRM records. By using HubSpot CRM as the trigger that initiates workflows and Anthropic Claude as the action that receives and applies the AI-generated data, you can automatically maintain organized, up-to-date customer records without manual intervention
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Adds a contact to a specific workflow.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
Popular Anthropic Claude and HubSpot CRM workflows.
Looking to get more out of Anthropic Claude and HubSpot CRM? With Make you can visually integrate Anthropic Claude and HubSpot CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
How to setup Anthropic Claude and HubSpot CRM in 5 easy steps
Get your API key from your application
Log into the application you want to connect (like Anthropic Claude or HubSpot CRM) and navigate to your account settings or console. Look for the API key section, which acts as a secure password that allows Make to access your account. Copy this key immediately and save it in a secure location like a password manager, as many platforms only show it once for security reasons.
Open Make and start building your automation
Log into your Make account and go to your scenario, which is Make's name for an automation workflow. Add a module for the application you want to connect, such as Anthropic Claude or HubSpot CRM. When you add the module, it will prompt you to create a connection before you can proceed with building your automation.
Create a new connection in Make
Click the button to create a new connection when prompted by the module you just added. This will open a form where you'll enter the credentials from your application. You can optionally give your connection a descriptive name like 'My Anthropic Claude Account' to help you identify it later, especially if you manage multiple connections.
Enter your API key to link the apps
Paste the API key you copied earlier into the designated field in the connection form. Make sure you paste the entire key without adding any extra spaces or characters. This key is what allows Make to securely communicate with your application and access the data needed for your automation.
Save your connection and start automating
Click the Save button to establish the connection between Make and your chosen application. You may need to confirm access permissions or authenticate your account one more time. Once completed, your connection is active and ready to use, allowing you to build powerful automations that work with your applications.
Transform your CRM with AI-powered automation
Connect Anthropic Claude and HubSpot CRM to access intelligent data enrichment, personalized communications, and automated customer support with advanced AI capabilities at scale.
Automatically enrich HubSpot contact and company records with AI-generated insights from Claude analyzing large volumes of data with 100K+ token capacity.
Generate customized email sequences and messaging in HubSpot using Claude's AI to match your brand voice and customer context at scale.
Use Claude's advanced reasoning to automatically analyze lead information in HubSpot and provide intelligent qualification recommendations based on complex multi-step criteria.
Automatically summarize deal histories, extract key insights from notes and communications, and generate next-best-action recommendations within HubSpot workflows.
FAQ
By connecting Anthropic Claude with HubSpot CRM on Make, you can automate intelligent customer responses, lead qualification, and content generation while ensuring your data remains secure. Claude's Constitutional AI ensures brand-safe responses, and with best-in-class data retention policies that don't train on your data, your sensitive CRM information stays protected. Make's automation capabilities allow you to trigger Claude to analyze customer data from HubSpot, generate personalized communications, and update CRM records automatically—all without compromising security.
Absolutely! Claude's industry-leading 100K+ token window makes it perfect for processing extensive customer data from HubSpot CRM. Through Make, you can automatically send complete customer interaction histories, deal notes, email threads, and support tickets to Claude for comprehensive analysis. This enables you to generate detailed customer insights, identify patterns across multiple touchpoints, create personalized outreach strategies, and make data-driven decisions based on the full context of each customer relationship—something traditional automation tools cannot achieve.
Make simplifies the integration process significantly. With over 20 ready-to-use HubSpot integrations available, you can start with pre-built templates and customize them to incorporate Claude's AI capabilities. Make's visual workflow builder allows you to drag and drop actions without coding—simply connect HubSpot triggers (like new contact creation or deal stage changes) to Claude actions (like generating personalized emails or analyzing customer sentiment). You can have your first automation running in minutes, and as you grow more comfortable, you can build increasingly sophisticated workflows tailored to your specific business needs.
There are numerous high-impact use cases you can implement immediately: 1) Automatically generate personalized email sequences for leads based on their HubSpot profile and interaction history, 2) Analyze incoming support tickets or form submissions and automatically categorize, prioritize, and route them to the right team, 3) Create customized meeting summaries and follow-up tasks after sales calls by having Claude process call notes, 4) Generate intelligent lead scoring by having Claude analyze multiple data points across your CRM, and 5) Automatically draft personalized proposals or content that speaks in your brand voice. Each automation saves hours of manual work while improving consistency and personalization across your customer journey.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
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