Stage: CRM

Import from HubSpot

Use this skill to pull companies or contacts from HubSpot into Saber as a list, so you can run signals against your existing CRM data.

HubSpot MCP check

Before doing anything else, check if a HubSpot MCP is available by looking for HubSpot-related tools in your available tool list (tools with hubspot in the name for reading contacts, companies, or lists).

If a HubSpot MCP is available: proceed with the full workflow below.

If no HubSpot MCP is detected: inform the user and offer two options:

1. Set up the HubSpot MCP — guide them to install the HubSpot MCP server for Claude Code
2. Manual CSV import — ask the user to export their HubSpot list as a CSV and share it; then use saber list company import or saber list contact create to bring it into Saber

Saber CLI check

Also verify the Saber CLI is available (saber --help). It is needed to create the Saber list.

If not available: inform the user and direct them to saber.app.

Step 1 — Identify the HubSpot data to import

Ask the user what they want to import:

• A specific HubSpot list (static or active)?
• A view or segment filtered by properties (e.g. industry, lifecycle stage, owner)?
• All companies/contacts matching certain criteria?

Use the HubSpot MCP to browse available lists if the user isn't sure:

List all HubSpot company lists / contact lists

Step 2 — Pull the records from HubSpot

Using the HubSpot MCP, fetch the companies or contacts from the selected list/view. For each record, collect:

For companies:

• Company name
• Domain / website
• Industry, size, country (if available)
• HubSpot company ID (for reference)

For contacts:

• Full name
• LinkedIn URL (if available — preferred for Saber)
• Email address
• Company name
• HubSpot contact ID

Paginate through the full result set if the list is large.

Step 3 — Create the Saber list

For a company list:

saber list company create --name "<descriptive name, e.g. HubSpot - Tier 1 Accounts>"

If the companies have consistent attributes (industry, size, country), consider using those as filters instead so Saber can also discover similar companies:

saber list company create --name "<name>" --industry "<industry>" --country "<country>" --size "<size>"

For a contact list: Create the list using the LinkedIn URLs from HubSpot:

saber list contact create --name "<name>" \
  --company-linkedin <url> \
  --company-linkedin <url> \
  [--title "<title>"]

Step 4 — Confirm import

Show the user a summary:

• How many records were pulled from HubSpot
• How many were successfully added to Saber
• Any records that couldn't be matched (e.g. contacts without a LinkedIn URL or domain)

saber list company get <listId>
# or
saber list contact get <listId>

Step 5 — Suggest next steps

Once the list is in Saber:

• Run signal-discovery if signal definitions don't exist yet
• Run create-company-signals or create-contact-signals to activate signal tracking against the imported list
• Run score-accounts after signals complete to prioritise the imported accounts