PlaybooksHubSpotRead-only

Weekly summary across client portals

Every client's HubSpot portal in one weekly summary: new leads, deals and pipeline, with that client's ad spend next to it.

The prompt

Give me a weekly summary for every HubSpot portal I've connected: new leads, deals created and pipeline for each client, with their ad spend next to it.

Why this works

One AdPlug connection reaches every HubSpot portal you've connected, so checking all your clients is one prompt rather than a login per portal.

Before you run it

This playbook assumes HubSpot and your ad accounts are connected to Claude or ChatGPT. The HubSpot connection guide walks you through the setup. It's read-only, so nothing in HubSpot or your ad accounts can change. HubSpot isn't on the Free plan: it's included from Pro, which connects 3 portals, and Max and Agency connect 10 each.

It needs HubSpot and at least one ad platform connected to AdPlug, and HubSpot's connector next to an ad connector in the same AI client: AdPlug - HubSpot at https://api.adplug.app/mcp/hubspot, plus either the all-platforms AdPlug connector at https://api.adplug.app/mcp or an ad platform's own. The all-platforms connector covers the ad platforms only, so HubSpot always needs its own. Claude's Free plan allows one custom connector, so in Claude this needs a paid plan.

Weekly summary across client portals

Why this works

More HubSpot playbooks

Run it on your account.