AgentSkillsCN

hubspot-create-note

在HubSpot CRM中创建笔记互动。当用户说“创建笔记”、“添加笔记”、“新笔记”、“记录笔记”时加载。需要正文内容。

SKILL.md
--- frontmatter
name: hubspot-create-note
description: "Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content."

Create HubSpot Note

Specialized skill for creating note engagements in HubSpot CRM.

Pre-Flight Check

Before running, execute config check:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/check_hubspot_config.py --json

If ai_action is not proceed_with_operation, follow hubspot-connect setup guide.


Usage

Required Parameters

  • --body - Note content (required)

Optional Parameters

  • --timestamp - ISO timestamp (defaults to now)

Examples

Simple note:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/create_note.py \
  --body "Spoke with John about pricing. He's interested in the enterprise tier." \
  --json

Note with timestamp:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/create_note.py \
  --body "Meeting notes from yesterday's call" \
  --timestamp "2025-12-12T14:00:00Z" \
  --json

Output Format

json
{
  "id": "16977760701",
  "properties": {
    "hs_note_body": "Spoke with John about pricing...",
    "hs_timestamp": "2025-12-13T10:00:00Z"
  }
}

Display Format

code
✅ Note created!
  ID: 16977760701
  Content: Spoke with John about pricing. He's interested in the enterprise tier.
  Timestamp: 2025-12-13 10:00

Best Practices

  • Keep notes concise but informative
  • Include action items and next steps
  • Reference specific topics discussed
  • Use for internal context that won't go in emails

Error Handling

ErrorSolution
401Invalid token - re-run setup
403Missing crm.objects.notes.write scope
429Rate limited - wait and retry

Related Skills

  • hubspot-list-notes - List all notes
  • hubspot-get-associations - Link note to contact/deal