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hubspot

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• 14 skills
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• 1 week ago last updated

1. ▌
   Crm Lookup · hubspot

   Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
   1 install
2. ▌
   Quote To Cash · hubspot bundle

   Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.
   1 install
3. ▌
   Team Ownership · hubspot

   Assign and reassign CRM record ownership, audit who-owns-what across object types, and handle rep transitions. Built on `bulk-operations`.
   1 install
4. ▌
   Bulk Operations · hubspot bundle

   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.
   1 install
5. ▌
   Data Enrichment · hubspot

   Match external CSV/JSONL records to CRM contacts (by email) or companies (by domain) and write enriched data back in one pass using `hubspot objects upsert`.
   1 install
6. ▌
   Deal Management · hubspot bundle

   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.
   1 install
7. ▌
   Sales Execution · hubspot bundle

   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.
   1 install
8. ▌
   Sales Reporting · hubspot

   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.
   1 install
9. ▌
   Crm Data Quality · hubspot

   Find incomplete records, normalize field values in bulk, dedupe with `hubspot objects merge`, and audit custom properties. Builds on `bulk-operations` for JSONL piping and dry-run/digest/confirm.
   1 install
10. ▌
    Audience Targeting · hubspot bundle

    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.
    1 install
11. ▌
    Customer Retention · hubspot bundle

    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`.
    1 install
12. ▌
    Workflow Automation · hubspot bundle

    List, inspect, create, update, and delete HubSpot workflows (v4 flows API) from the `hubspot` agent CLI, not the `hs` developer CLI.
    1 install
13. ▌
    Communication History · hubspot

    Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.
    1 install
14. ▌
    Custom Object Management · hubspot

    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`.
    1 install