HubSpot's skills help an AI agent handle CRM and customer-facing workflows, including quoting and invoicing through to revenue, running the full deal lifecycle from pipeline discovery to close, and triaging and resolving support tickets. They also cover data enrichment that matches external CSV or JSONL records to contacts and companies, visitor identification for the Conversations SDK, conversation history briefs, custom object schema management, and CRM record lookup with association traversal. Most of the skills are operated from the HubSpot CLI, which is what ties the set together.
Agent Cli Skills
18 skills · 28 stars · Apache-2.0
Audience Targeting Build a targeted contact segment by filtering on lifecycle, engagement, jobtitle, geography, or f…
Bulk Operations Foundation patterns for the `hubspot` CLI — JSONL piping, batch read, pagination, dry-run/digest/…
Communication History Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble p…
Conversation History Brief Pull full conversation history for a CRM contact — fetch associated threads across all inboxes, r…
Conversation Inbox Triage Audit and triage conversation inboxes — list open and unassigned threads, find stale conversation…
Crm Data Quality Find incomplete records, normalize field values in bulk, dedupe with `hubspot objects merge`, and…
Crm Lookup Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for…
Custom Object Management Discover, create, update, and delete custom CRM object schemas.
Customer Retention Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale.
Data Enrichment Match external CSV/JSONL records to CRM contacts (by email) or companies (by domain) and write en…
Deal Management Run the full deal lifecycle from CLI — discover pipelines/stages, qualify MQLs into deals with as…
Quote To Cash Build the product catalog, assemble quotes (line items + associations to deals), and track invoic…
Sales Execution Log sales activities — calls, notes, meetings, tasks — against contacts and deals, with the manda…
Sales Reporting Daily briefings, pipeline snapshots, and win/loss analysis from the terminal — closing-this-week,…
Team Ownership Assign and reassign CRM record ownership, audit who-owns-what across object types, and handle rep…
Ticket Resolution Create, triage, advance, and close HubSpot support tickets — pipeline discovery, contact/company…
Visitor Identification Generate a HubSpot Conversations visitor identification token for a known website visitor by emai…
Workflow Automation List, inspect, create, update, and delete HubSpot workflows (v4 flows API) from the `hubspot` age…