Sales Team Training

Claude + HubSpot

Your Daily AI Assistant

London Bay Homes February 2026 45-minute training
What Claude Is First 5 Minutes 3 Daily Uses Practice When It's Wrong More Prompts Build the Habit Quick Reference

01 What Claude Actually Is (and Is Not)

Before we open anything, let's clear the air on the three questions everyone has.

"Will it mess up my data?"

No. Claude reads your HubSpot data through a secure connector. When you ask it a question, it looks up contacts, deals, and activities the same way you would — it just does it instantly. It cannot delete records. It cannot bulk-edit your database. If you ask it to update something (like moving a deal stage or logging a note), it will show you exactly what it plans to do and wait for you to say "yes" before it touches anything.

"How does it help me?"

It makes HubSpot effortless. Instead of clicking through screens to log a note, you just tell Claude what happened and it does the data entry for you. Instead of building reports manually, you ask a question and get an answer. Think of it as the world's best assistant who handles the CRM busywork so you can focus on what you actually do — sell homes and build relationships.

"Can my clients see this?"

No. Claude works inside your company's Claude Teams account and connects only to your company's HubSpot portal. No client data leaves the system. No outside databases are involved. Your clients will never know you used it — they'll just notice that you seem more prepared and never forget a detail.

02 Your First Five Minutes

This is the part where it clicks. Follow these steps exactly.

1

Open Claude

Go to claude.ai in your browser (Chrome works best). Log in with your London Bay Homes Claude Teams account. Click "New Chat" to start a conversation.

2

Connect HubSpot

In the chat input area, look for the connectors icon (it may say "Search & Tools"). Toggle HubSpot ON. You should see a small HubSpot icon confirming the connection.

3

Ask Your First Question

Let's start with something that shows Claude's power immediately. Copy this prompt — it will pull your actual pipeline from HubSpot:

Your First Prompt
Show me all my Warm Prospects deals. Include the deal name, amount, close date, and any notes or activity that's been logged.
Watch what happens. Claude will pull your actual deals from HubSpot and organize them in a clean table. You'll see your pipeline at a glance — something that normally takes multiple clicks and filters in HubSpot. You might also notice some deals are missing amounts or notes — that's normal, and Claude can help you fix that.
4

Now Try a Client Lookup

Pick one of the client names from that list and ask Claude about them:

Follow-up Prompt
Tell me everything we know about [client name from your list]. Include their contact info, deal details, and any activity that's been logged.
Don't worry if some records are thin. If Claude doesn't find many notes or logged calls, that's not Claude's fault — it means those details haven't been entered into HubSpot yet. The good news? You're about to learn how Claude makes logging that information effortless. That's what Part 3 is all about.

03 The Three Things You'll Use Every Day

You don't need to learn 50 features. You need three. Master these and Claude becomes part of your daily rhythm.

This Is the Game-Changer

You just walked out of a meeting or hung up the phone. The details are fresh. But opening HubSpot, finding the right record, clicking "Log Activity," and typing it all out? It's a chore. So sometimes it waits. And sometimes it never gets logged. Claude eliminates that friction. Just tell it what happened, in your own words:

After Meeting Prompt
Log a note on [client name]'s deal: Met today at the Design Center. They're deciding between the Avignon and Catalina floor plans. Budget is around $4.2M. Wife prefers the larger lanai. Wants updated pricing by Thursday. Schedule follow-up call for Friday at 2pm.

What Happens

Claude will show you exactly what it plans to log and ask for your confirmation. Once you approve, the note is saved to HubSpot — without you ever opening HubSpot. You can also ask it to create a follow-up task and update the deal stage, all in the same conversation.

Why this is #1: Every note you log through Claude becomes searchable intelligence. The next time anyone on the team looks up this client — whether through Claude or HubSpot — they'll see exactly what happened. This is how you build a CRM that actually works for you instead of feeling like extra work.
Update Deal Amount
Update the deal amount for [client name] to $4,200,000. Also move them to Warm Prospects stage.
Pro tip: Many deals currently have placeholder amounts ($5, $6). When you log a note mentioning budget, ask Claude to update the deal amount at the same time. Two updates, one conversation, 30 seconds.

The Situation

You're about to walk into a meeting, get on a call, or visit a model home with a prospect. You want to know: where does this deal stand, and what's been happening?

Before Meeting Prompt
What do we know about [client name]? Show me their deal info, contact details, and any notes or activities that have been logged.

What You Get Back

Claude pulls together everything in HubSpot: contact info, deal stage, amount, close date, and any notes or activities that have been logged. Instead of clicking through multiple HubSpot screens, you get a complete picture in seconds.

The more you log, the more useful this becomes. As you and your team start using "After Meeting" notes (the tab on the left), this briefing gets richer every week. Today it might be thin. A month from now, it'll be like having a photographic memory.

The Situation

It's Monday morning. You want to know where your deals stand, what needs attention, and where you should focus this week.

Pipeline Check Prompt
Show me all my active deals sorted by stage. Include deal name, amount, and close date. Flag any deals where the amount looks like a placeholder (under $1,000).

What You Get Back

A clean table of your entire pipeline. You'll see your Cool Prospects, Warm Prospects, and Under Contract deals at a glance. Claude will also flag deals that need attention — like ones with placeholder amounts that should be updated.

Pro tip: Follow up with "Which of my Warm deals are closest to closing?" or "Show me deals I haven't touched in 30 days" to dig deeper.

04 Practice Exercises

Now it's your turn. Complete each exercise using your own HubSpot data. Check the box when you're done.

Exercise 1: See Your Pipeline (2 min)

  1. Open a new Claude conversation with HubSpot connected
  2. Ask: "Show me all my active deals by stage with deal name and amount"
  3. Look at the results — do you see any placeholder amounts ($5, $6)?
  4. Pick one and ask Claude to update the amount to the real number

Exercise 2: Log a Note — the Big One (3 min)

  1. Think of a recent client conversation — a call, a meeting, a model home visit
  2. Tell Claude: "Log a note on [client name]'s deal:" then describe what happened in plain English
  3. Review what Claude proposes to save — edit anything that's not right
  4. Confirm it — and watch the note appear in HubSpot
  5. This is the single most valuable thing you can do with Claude. Do it once and you'll never go back.

Exercise 3: Clean Up a Record (3 min)

  1. Ask Claude: "Show me my deals where the amount is under $1,000"
  2. Pick a deal you know the real value of
  3. Ask Claude to update the amount, and while you're at it, log a quick note about where things stand
  4. You just improved your CRM data in 30 seconds — without opening HubSpot
What to notice: Every note you log and every amount you update makes your CRM smarter. The pipeline reports get more accurate. The client briefings get richer. Claude makes it so easy that the CRM actually gets better over time — without adding to your workload.

05 When Claude Gets It Wrong

This is important: Claude is not perfect. And sometimes the issue isn't Claude — it's what's in the CRM. Here's how to handle both.

If Claude says "there's no activity logged":

That's not an error — it means no one entered notes, calls, or emails on that record. This is actually the most common thing you'll see right now. The fix? Start logging through Claude after your next conversation with that client. Every note you add makes the record richer for next time.

If a deal shows $5 or $6 for the amount:

Those are placeholder values. Just tell Claude: "Update the deal amount for [client] to $3.5M" and it'll fix it. No need to open HubSpot and click through fields.

If Claude can't find someone:

Try the full name as it appears in HubSpot (often "First & Spouse Last" format, like "Kim & Robert Tzoumakas"). You can also try their email address or phone number.

If the output has a factual error:

Simply tell Claude. "That's not right — the deal amount is $3.8M, not $2.5M. Can you check again?" Claude will correct itself.

If you're ever unsure about a write action:

Don't approve it. Say "Cancel" or start over. Nothing happens unless you confirm it.

The Golden Rule: Always read Claude's output as a first draft, not a finished product. Your job is to review, edit, and approve. The tool saves you time on the research and writing — the judgment is always yours. And remember: thin records aren't a failure. They're a starting point. Every time you use Claude to log a note or update a deal, the CRM gets better.

06 More Prompts to Try

Once you're comfortable with the three daily uses, explore these.

Pipeline & Reporting

Pipeline
Show me all active deals by stage with deal name, amount, owner, and days since last activity. Sort by amount descending.
Hot Deals
Which deals are in Warm or Hot stage? Show amount, owner, and last activity date.
Forecast
Based on deals in Warm and Hot stages with close dates in the next 90 days, what's our projected revenue? Show by month.
Visual
Create a bar chart showing deal count and total value by stage (Cool, Warm, Hot, Under Contract).

Updating the CRM

Move Deal
Update the deal "[deal name]" to Warm stage.
Task
Create a task on [deal name]: "Send updated floor plan options" — due this Friday, assigned to [rep name].
Log Call
Log a call on [contact name]: 15-minute call, discussed timeline. Client wants to visit the model home next Tuesday. Outcome: positive.

Data Quality

Placeholders
Find all deals where the amount is under $1,000. These are likely placeholder values that need updating.
Missing Dates
Which active deals are missing an expected close date? Show deal name, stage, and owner.
No Owner
How many contacts have no owner assigned? Show me the 20 most recent ones.

Marketing Connection

Engaged Leads
Find contacts who opened our emails more than 3 times in the last 30 days but don't have an active deal.
Email History
Show me all email engagement for [contact name] — which emails did they open, click, and when?

07 Making This a Habit

The difference between teams that adopt this tool and teams that forget about it comes down to one thing: using it in the first week.

Week 1

The Briefing Habit

Before every client meeting, ask Claude for a summary. That's it. Just the briefing.

Week 2

Add Note-Taking

After every meeting, log your notes through Claude instead of clicking through HubSpot.

Week 3

Pipeline Check

Every Monday morning: "Show me my active deals sorted by days since last activity."

Week 4

Explore

Try the prompts from Part 6. Ask questions you've never asked HubSpot. You'll be surprised.

Your Commitment

Write these down. Teams that make a specific commitment are 3x more likely to follow through.

★ Quick Reference Card

After a meeting "Log a note on [name]'s deal: [what happened]."
Before a meeting "What do we know about [name]?"
Monday pipeline "Show me my deals by stage with amounts."
Fix a placeholder "Update [deal] amount to $X."
Move a deal "Update [deal] to Warm Prospects."
Create task "Create task on [deal]: [desc], due [date]."
Data quality "Deals with amount under $1,000."

ℹ Limitations & Getting Help

What Claude Cannot Do

  • Delete records from HubSpot (by design — this is a safety feature)
  • Access custom objects (standard contacts, deals, and activities only)
  • Access uploaded files or documents stored in HubSpot
  • Make bulk changes to more than 10 records at once
  • Access data flagged as sensitive (PHI, financial account numbers)
  • Read your mind — it only knows what's been entered into HubSpot
  • Replace your judgment, your relationships, or your instincts

Good to Know

  • Names in HubSpot: Deals are usually named like "Bob & Kate Santonelli" (both spouses). Use that format when searching.
  • Some contacts are from call tracking — they may have phone-based emails (@call.com). These are auto-created from inbound calls.
  • Deal stages: Cool Prospects → Warm Prospects → Hot Prospects → Under Contract. Use these exact names when updating stages.
  • Placeholder amounts: Many deals show $5 or $6. Ask Claude to find and fix these — it's the fastest way to clean up your pipeline data.

Getting Help

  • Can't find a contact? Try the full name (including spouse) or email address.
  • Getting an error? Start a new conversation and try again.
  • HubSpot connector not showing? Make sure you're logged into Claude Teams (not a personal account).
  • Questions about Claude? Ask your team lead or contact Mark Bole.
  • Questions about HubSpot data? Contact your CRM admin.
Remember: The goal is not to become an AI expert. The goal is to walk into every client conversation fully prepared, never lose track of a follow-up, and make HubSpot work for you instead of feeling like extra work.
Training prepared February 2026  |  London Bay Homes CRM Initiative
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