Tips for Enhancing HubSpot MCP Integration and Lead Analysis

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Hi there! Do you have any tips for working more effectively with HubSpot MCP/integration—specifically for analyzing and identifying pain points in the overall lead journey? It seems that getting valuable insights and reports really depends on how precisely we structure our requests. If you have any resources, content, or experiences to share, I’d love to hear them!

3 comments

Wendy Zhao
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Hi Baptiste, here are some tips I can offer to you: • Be specific with HubSpot properties (such as last_activity_date, lifecycle_stage, ICP_score) • Include timeframes: "deals I haven't touched in last X days" • Reference exit criteria: decision makers, business initiatives, implementation dates High-Value Query Examples: • "Companies with lifecycle stage = 'New - Untouched' + ICP score >3 in UK" • "Pipeline X deals in phase Y - average time spent?" • "Meeting transcript → suggest relevant property updates" Always associate notes with both contacts AND companies - Use time-based filters for pipeline movement tracking - Structure around your specific business outcomes. In short, the more precise your property references and business context, the better insights you'll get! 📊
Baptiste Derenne
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Thanks Wendy Zhao! What do mean by associate note with both contacts AND companies ? Because my business is B2C so we don't use company object.
Wendy Zhao
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Hi sorry for the delayed reply, it was a piece of generic recommendation 😅 I hope the rest of the tips can still be helpful though
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