Skill UI

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

A comprehensive guide detailing three scalable architecture patterns for integrating applications with HubSpot CRM. It helps developers choose the optimal design based on project scale, ranging from simple embedded clients for MVPs, to robust Service Layers with caching and async queues, up to dedicated, enterprise-grade API Gateways for multiple services. Essential for planning complex, high-volume integrations.

A comprehensive guide for diagnosing and fixing common HubSpot API errors (e.g., 401, 403, 429, 400). It provides real error response bodies, root cause analysis, and actionable code solutions for debugging failed API requests, improving integration reliability, and managing complex CRM interactions.

This comprehensive workflow automates the entire sales journey within HubSpot CRM. It handles lead capture and upserting contacts, creating or retrieving associated companies, and subsequently generating a new deal in the defined sales pipeline. Users can also advance deal stages and log activity notes, ensuring a complete and traceable end-to-end sales process automation. Ideal for implementing robust lead nurturing and sales operations.

This skill provides comprehensive automation for core HubSpot business processes. It manages marketing automation tasks, including creating and updating contact lists, processing form submissions, and executing marketing email campaigns. Furthermore, it handles the full customer support lifecycle by creating, updating, and closing support tickets and follow-up tasks.

Manages data privacy compliance for HubSpot CRM, addressing global regulations like GDPR and CCPA. This tool facilitates Data Subject Access Requests (DSAR) by performing complete data exports, executing GDPR-compliant contact deletions, and implementing PII redaction for secure logging and reporting. Essential for maintaining regulatory compliance and data integrity.

This skill demonstrates how to implement robust Role-Based Access Control (RBAC) within HubSpot integrations. It covers best practices for managing permissions using OAuth scopes, configuring multiple private apps for different access levels (Reader, Writer, Admin), and implementing application-level middleware to enforce least privilege access across CRM objects.

This skill provides a practical guide to mastering core CRM functionality using the HubSpot API. It demonstrates full CRUD (Create, Read, Update, Delete) operations across Contacts, Companies, and Deals. Ideal for developers starting a new HubSpot integration, testing API connectivity, or learning fundamental business data management patterns.

A comprehensive runbook for managing HubSpot CRM integration failures. It guides users through rapid triage, diagnosing common API errors (401, 429, 5xx), implementing immediate mitigation steps, and completing structured post-incident reviews. Essential for maintaining system uptime during outages.

This comprehensive guide covers the installation and authentication setup for the HubSpot API client SDK. It provides detailed instructions for both Private App Access Tokens and the full OAuth 2.0 flow. Use this skill when developing integrations that require secure access to HubSpot CRM data, such as contacts, companies, and deals.

A comprehensive guide to identifying and avoiding common anti-patterns and mistakes when interacting with the HubSpot API. Covers critical areas such as modern authentication (access tokens), batch operations, handling rate limits, association setup, and proper data retrieval, ensuring robust and scalable CRM integrations.

A comprehensive guide to setting up a robust and fast local development workflow for HubSpot integrations. This setup includes creating a client singleton, configuring unit and integration tests, and implementing API mocking utilities (using Vitest) to ensure development can proceed efficiently without relying on live HubSpot API calls or requiring excessive sandbox usage. Perfect for building reliable, scalable CRM connectors.