hubspot

hubspot/agent-cli-skills

15 resources in this repository

GitHub
🎯15

🎯Skills15

🎯ticket-resolution🎯Skill

Manages HubSpot support tickets end-to-end β€” creating, triaging, advancing through pipeline stages, bulk stage moves, and resolution close-out with proper associations.

ticket-resolution
🎯bulk-operations🎯Skill

Foundation skill for the HubSpot CLI providing JSONL piping, batch read, pagination, and safe destructive operation patterns that all other HubSpot skills build upon.

bulk-operations
🎯crm-lookup🎯Skill

Finds HubSpot CRM records by ID, email, domain, or name fragment and traverses associations for a complete account picture. Supports contacts, companies, deals, and tickets with live schema property lookups and batch operations.

crm-lookup
🎯crm-data-quality🎯Skill

A HubSpot CRM skill for finding incomplete records, normalizing field values in bulk, deduplicating contacts and companies using `hubspot objects merge`, and auditing custom properties. It builds on the `bulk-operations` skill's JSONL piping, pagination loops, and dry-run/digest/confirm safety gates for working safely with large datasets.

crm-data-quality
🎯data-enrichment🎯Skill

Matches external CSV or JSONL records to HubSpot CRM contacts by email or companies by domain, and writes enriched data back in a single upsert pass.

data-enrichment
🎯workflow-automation🎯Skill

Manages HubSpot workflows through the CLI β€” listing, inspecting, creating, updating, and deleting automation flows using the v4 flows API.

workflow-automation
🎯sales-execution🎯Skill

Logs sales activities like calls, notes, meetings, and tasks against HubSpot contacts and deals, handling the required create-then-associate workflow.

sales-execution
🎯custom-object-management🎯Skill

Manages custom CRM object schemas in HubSpot β€” discovering, creating, updating, and deleting custom object types via the CLI.

custom-object-management
🎯communication-history🎯Skill

Retrieves HubSpot CRM activity history including calls, emails, notes, meetings, and tasks for any record, and assembles pre-call research briefs.

communication-history
🎯sales-reporting🎯Skill

Provides daily briefings, pipeline snapshots, and win/loss analysis from the HubSpot CLI. Includes deals closing this week, open pipeline by stage/owner, and closed-won vs closed-lost reporting over configurable periods.

sales-reporting
🎯team-ownership🎯Skill

Assigns and reassigns CRM record ownership in HubSpot, audits who-owns-what across object types, and handles representative transitions at scale.

team-ownership
🎯deal-management🎯Skill

Manages the full HubSpot deal lifecycle from CLI β€” discovering pipelines, qualifying MQLs into deals, bulk advancing or reassigning, hunting stalled deals, and closing.

deal-management
🎯customer-retention🎯Skill

Identifies inactive or at-risk customers in HubSpot CRM using churn signal filters and creates follow-up tasks at scale to improve retention.

customer-retention
🎯audience-targeting🎯Skill

Builds targeted HubSpot contact segments by filtering on lifecycle stage, engagement, job title, geography, or firmographics, and exports results as JSONL for campaigns.

audience-targeting
🎯quote-to-cash🎯Skill

Manages the HubSpot quote-to-cash flow β€” building product catalogs, assembling quotes with line items and deal associations, and tracking invoices and subscriptions through to revenue.

quote-to-cash