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Found 95 Skills
Manage HubSpot CRM contacts, companies, deals, and CMS content via API. Use when the user says "add contact to HubSpot", "create deal", "search CRM", "HubSpot contacts", "update deal stage", "CRM report", "HubSpot pages", or asks about managing their sales pipeline, CRM data, or HubSpot content.
Foundation patterns for the `hubspot` CLI — JSONL piping, batch read, pagination, dry-run/digest/confirm for destructive ops, and `hubspot history` for recovery. Every other skill builds on this one.
Discover, create, update, and delete custom CRM object schemas. Use when defining a new object type, inspecting existing schemas, or removing one. Record CRUD on custom objects is identical to standard objects — see `bulk-operations`.
Build a targeted contact segment by filtering on lifecycle, engagement, jobtitle, geography, or firmographics — then export it as JSONL for a campaign or downstream tool.
Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.
Run the full deal lifecycle from CLI — discover pipelines/stages, qualify MQLs into deals with associations, advance/reassign in bulk, hunt stalled deals, and close.
Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.
Assign and reassign CRM record ownership, audit who-owns-what across object types, and handle rep transitions. Built on `bulk-operations`.
Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale. Builds on `bulk-operations`; defers activity-creation specifics to `sales-execution`.
Daily briefings, pipeline snapshots, and win/loss analysis from the terminal — closing-this-week, open pipeline by stage/owner, and closed-won vs closed-lost over a period.
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
Log sales activities — calls, notes, meetings, tasks — against contacts and deals, with the mandatory create-then-associate step that makes them visible in the CRM.