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 MCP | mcp.hubspot.com | OAuth/PKCE | CRM 数据:联系人、公司、交易、工单、产品、订单(只读) |
| Brevo MCP | mcp.brevo.com/v1/brevo/mcp | Token | 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
- 在 HubSpot 中,转到 Development > MCP Auth Apps
- 点击 Create MCP auth app
- 设置您的重定向 URL(Claude Desktop 测试用:
http://localhost:6274/oauth/callback/debug) - 记录您的 Client ID 和 Client 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-syncdescription: Sync HubSpot CRM contacts to Brevo with deal data enrichmentversion: 1.0.0temperature: 0.1tools: - hubspot - brevo_contacts - brevo_attributes - brevo_lists - brevo_segmentstriggers: - 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 sync2. For each contact, fetch associated deals and company3. Create/update Brevo contact with enriched data: - CRM lifecycle stage → Brevo attribute - Deal amount → Brevo attribute - Deal stage → Brevo segment4. 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-campaignsdescription: Trigger targeted Brevo campaigns when HubSpot deals change stagesversion: 1.0.0temperature: 0.3tools: - hubspot - brevo_contacts - brevo_email_campaign_management - brevo_templates - brevo_segmentstriggers: - schedule: "0 9 * * *"---
# Deal-Stage Campaign Agent
Monitor HubSpot deal stages and trigger appropriateengagement 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
- Shopify + Brevo, 电商集成
- Stripe + Brevo, 支付事件集成
- 代理规范, 自定义代理行为