25 skills found
Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An owner who wants leads scored or ranked with no calendar blocks routes to lead-triage directly. Accepts optional count and date arguments.
Score and route an inbound lead, or rank a backlog of leads, against your ICP and qualification framework, then recommend a priority and next action. Use when the user asks "triage this lead", "triage my leads", "rank my lead backlog", "is [company] a good lead", "qualify [lead]", or pastes or uploads lead info.
Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.
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.
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.
Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.
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`.
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`.
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.
List, inspect, create, update, and delete HubSpot workflows (v4 flows API) from the `hubspot` agent CLI, not the `hs` developer CLI. Classic v3 contact-based workflows are not covered.
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.
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.
