hubspot

Create, triage, advance, and close HubSpot support tickets — pipeline discovery, contact/company association, priority queues, bulk stage moves, resolution close-out.

Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.