/add-leads - Batch Lead Creation Skill

Triggers: "add leads", "add to hubspot", "create leads", "batch leads", "/add-leads"

Purpose: Add multiple leads to HubSpot in one operation with full record creation (company + contact + association + task).

What This Skill Does

For each lead provided, creates:

1. Company record with domain and location
2. Contact record with email and title
3. Association linking Contact→Company (type 279)
4. Task with custom subject for follow-up
5. Association linking Task→Contact (type 204)

Input Formats

Option 1: Inline List (Quick)

/add-leads
- Company: Acme Corp, Email: hello@acme.com, Location: LA, CA, Task: Send Email 1
- Company: Beta Inc, Email: info@beta.com, Location: NYC, Task: Send Email 1

Option 2: Reference a File

/add-leads from _LEADS/batch_4_leads.md

Option 3: CSV Format

/add-leads from leads.csv

CSV columns: company_name, domain, location, contact_email, task_subject

Required Fields Per Lead

Optional Fields

Execution

When this skill is triggered, Claude should:

1. Parse the lead list from user input or file
2. Validate required fields - report any missing data
3. Run the script:

   python scripts/add_leads.py --input leads.json
   

4. Report results - success count, failures, HubSpot IDs

Script Location

Primary: scripts/add_leads.py

This script handles:

• Reading leads from JSON/CSV
• HubSpot API authentication
• Duplicate detection (409 handling)
• Association creation
• Task creation with due date
• Summary reporting

Example Usage

Quick Add (2-3 leads)

User: add these leads to hubspot:
- Sunrise Coffee, sunrise@coffee.com, Portland OR, Send Email 1: Sunrise - local roaster
- Moonlight Tea, hello@moonlight.com, Seattle WA, Send Email 1: Moonlight - tea shipping

Claude: Running /add-leads skill...
[Executes script]
Results: 2/2 leads created successfully

Batch Add (from file)

User: /add-leads from _LEADS/December_Batch_4.md

Claude: Found 8 leads in December_Batch_4.md
[Executes script]
Results: 8/8 leads created successfully
- Companies: 8 created
- Contacts: 8 created
- Tasks: 8 created (due today)

Error Handling

HubSpot Configuration

Output

After execution, provides:

## ADD-LEADS RESULTS

SUCCESS (X): Company1, Company2, Company3
FAILED (Y): Company4 (reason)

HubSpot Records Created:
- Companies: X
- Contacts: X
- Tasks: X (due today)

All leads ready for Email 1 outreach.

Created: December 26, 2025 Version: 1.0