概述

Skill HubSpot CRM — USC SYNERGY

Description

Gestion complète du CRM HubSpot pour USC SYNERGY (centre de formation VAE).

Permet de rechercher, créer, modifier des contacts et deals, gérer les associations, et suivre le pipeline commercial.

Configuration requise

Variable d'environnement : HUBSPOT_ACCESS_TOKEN
Owner par défaut : Mark IBBOU (ID: 32587387)

Pipelines

Pipeline	ID	Usage
---	---	---
Sales Pipeline	default	Pipeline principal
Traitement des leads	859619884	Qualification prospects

Stages du Sales Pipeline (default)

Stage	ID
---	---
Appointment Scheduled	appointmentscheduled
Qualified To Buy	qualifiedtobuy
Presentation Scheduled	presentationscheduled
Decision Maker Bought-In	decisionmakerboughtin
Contract Sent	contractsent
Closed Won	closedwon
Closed Lost	closedlost

Propriétés contact importantes

phone, mobilephone, hs_whatsapp_phone_number — Téléphones
source — Source du contact
ref — Référence interne
objet — Objet de la demande
fonction — Fonction professionnelle

Commandes disponibles

1. Rechercher un contact par téléphone

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "phone",
        "operator": "EQ",
        "value": "NUMERO_TEL"
      }]
    }],
    "properties": ["firstname","lastname","email","phone","mobilephone","hs_whatsapp_phone_number","source","ref","objet","fonction"]
  }'

> Remplacer NUMERO_TEL par le numéro au format international (+33...)

> Si aucun résultat, retenter avec mobilephone ou hs_whatsapp_phone_number

2. Rechercher un contact par email

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "email",
        "operator": "EQ",
        "value": "EMAIL_ADDRESS"
      }]
    }],
    "properties": ["firstname","lastname","email","phone","mobilephone","source","ref","objet"]
  }'

3. Rechercher un contact par nom

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "lastname",
        "operator": "EQ",
        "value": "NOM_FAMILLE"
      }]
    }],
    "properties": ["firstname","lastname","email","phone","mobilephone","source","ref","objet"]
  }'

4. Obtenir un contact par ID

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID?properties=firstname,lastname,email,phone,mobilephone,hs_whatsapp_phone_number,source,ref,objet,fonction" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

5. Créer un nouveau contact

curl -s "https://api.hubapi.com/crm/v3/objects/contacts" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "firstname": "PRENOM",
      "lastname": "NOM",
      "email": "EMAIL",
      "phone": "TELEPHONE",
      "source": "SOURCE",
      "hubspot_owner_id": "32587387"
    }
  }'

6. Mettre à jour un contact

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "PROPRIETE": "VALEUR"
    }
  }'

7. Lister les deals d'un contact

curl -s "https://api.hubapi.com/crm/v4/objects/contacts/CONTACT_ID/associations/deals" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

> Récupère les IDs des deals, puis utiliser commande 9 pour les détails

8. Créer un deal

curl -s "https://api.hubapi.com/crm/v3/objects/deals" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealname": "VAE - NOM_CANDIDAT - DIPLOME",
      "pipeline": "default",
      "dealstage": "appointmentscheduled",
      "amount": "MONTANT",
      "hubspot_owner_id": "32587387"
    }
  }'

9. Obtenir un deal par ID

curl -s "https://api.hubapi.com/crm/v3/objects/deals/DEAL_ID?properties=dealname,pipeline,dealstage,amount,closedate,hubspot_owner_id" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

10. Mettre à jour le stage d'un deal

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/deals/DEAL_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealstage": "STAGE_ID"
    }
  }'

11. Associer un contact à un deal

curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/deals/DEAL_ID/associations/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":3}]'

12. Créer une note sur un contact

curl -s "https://api.hubapi.com/crm/v3/objects/notes" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "hs_note_body": "CONTENU_NOTE",
      "hs_timestamp": "'$(date -u +%Y-%m-%dT%H:%M:%S.000Z)'"
    }
  }'

> Après création, associer la note au contact avec commande 13

13. Associer une note à un contact

curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/notes/NOTE_ID/associations/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":202}]'

14. Créer une tâche

curl -s "https://api.hubapi.com/crm/v3/objects/tasks" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "hs_task_subject": "SUJET_TACHE",
      "hs_task_body": "DESCRIPTION",
      "hs_task_status": "NOT_STARTED",
      "hs_task_priority": "MEDIUM",
      "hs_timestamp": "'$(date -u +%Y-%m-%dT%H:%M:%S.000Z)'",
      "hubspot_owner_id": "32587387"
    }
  }'

15. Associer une tâche à un contact

curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/tasks/TASK_ID/associations/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":204}]'

16. Lister les contacts récents (dernières 24h)

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "createdate",
        "operator": "GTE",
        "value": "'$(date -d '24 hours ago' +%s)000'"
      }]
    }],
    "sorts": [{"propertyName":"createdate","direction":"DESCENDING"}],
    "properties": ["firstname","lastname","email","phone","source","createdate"],
    "limit": 20
  }'

17. Lister les deals par stage

curl -s "https://api.hubapi.com/crm/v3/objects/deals/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "dealstage",
        "operator": "EQ",
        "value": "STAGE_ID"
      }]
    }],
    "properties": ["dealname","dealstage","amount","closedate","pipeline"],
    "limit": 50
  }'

18. Compter les deals par pipeline

curl -s "https://api.hubapi.com/crm/v3/objects/deals/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{
      "filters": [{
        "propertyName": "pipeline",
        "operator": "EQ",
        "value": "PIPELINE_ID"
      }]
    }],
    "limit": 0
  }'

> Le champ total dans la réponse donne le nombre

19. Recherche globale de contacts

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "TERME_RECHERCHE",
    "properties": ["firstname","lastname","email","phone","source"],
    "limit": 10
  }'

20. Supprimer un contact (archiver)

curl -s -X DELETE "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

> Action irréversible — demander confirmation avant exécution

Scénarios métier

Nouveau prospect WhatsApp

Rechercher par téléphone (cmd 1) sur les 3 champs
Si inexistant → Créer contact (cmd 5) avec source="WhatsApp"
Créer deal VAE (cmd 8)
Associer contact au deal (cmd 11)
Créer note avec contexte conversation (cmd 12 + 13)

Suivi candidat VAE

Rechercher contact (cmd 1/2/3)
Lister ses deals (cmd 7)
Récupérer détails deal (cmd 9)
Mettre à jour stage si progression (cmd 10)
Ajouter note de suivi (cmd 12 + 13)

Rapport pipeline quotidien

Compter deals par pipeline (cmd 18)
Lister deals par stage (cmd 17) pour chaque stage actif
Lister contacts créés dernières 24h (cmd 16)

Webhooks n8n (à configurer)

Webhook	URL	Usage
---	---	---
Nouveau prospect	https://uscsynergy.app.n8n.cloud/webhook/hubspot-nouveau-prospect	Sync nouveau contact vers Digiforma
Sync Digiforma	https://uscsynergy.app.n8n.cloud/webhook/hubspot-sync-digiforma	Mise à jour bidirectionnelle
Enrichissement WhatsApp	https://uscsynergy.app.n8n.cloud/webhook/hubspot-enrichissement-whatsapp	Enrichir fiche depuis conversation WA

> Note : Ces webhooks sont des placeholders. Les activer dans n8n quand les workflows seront prêts.

版本历史

共 1 个版本

v1.0.0 当前

2026-03-29 12:58 安全安全

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