sales-execution

Q: How do I install sales-execution?

Run npx skills add https://github.com/hubspot/agent-cli-skills --skill sales-execution in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/sales-execution/ (personal) or .claude/skills/sales-execution/ (project).

by hubspotBusiness & Finance

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.

Installs: 1.7K
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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/hubspot/agent-cli-skills --skill sales-execution

01
Install
Run the command in your project. The CLI asks which agents to install for.
02
Describe the task
Ask your agent for something this skill covers. It loads sales-execution automatically when relevant.
03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Resources

File	When to use
`resources/activity-properties-reference.md`	Property names and enum values for calls/notes/meetings/tasks. Keep open while writing `objects create` — for live enum values run `hubspot properties options-list --type calls <property>`, and for call outcomes `hubspot activities calls dispositions list`; the reference is the shortcut.

Read bulk-operations/SKILL.md first — this skill assumes its batching, pipe, and dry-run patterns.

The two non-obvious rules

1. Activities are invisible until associated. hubspot objects create --type calls ... alone produces a record nobody can see in the CRM UI. Always follow with hubspot associations create --from calls:<id> --to contacts:<id> (and the deal, if relevant) before stopping.

2. Timestamps differ between write and read.

Path	Field	Format
`objects create --property hs_timestamp=...`	`hs_timestamp`	Unix ms (13 digits)
`objects get --type calls <id>` returns	`properties.hs_timestamp`	Unix ms (string)
`activities list --contact <id>` returns	`timestamp` (flat, top-level)	ISO 8601 (e.g. `2024-01-15T10:00:00Z`)

Current Unix ms: $(date +%s)000 (macOS) or $(date +%s%3N) (Linux). activities list rows are {"id","type","timestamp","lastModified","title","body","status","owner_id"} — the cross-type timeline read shape, no raw property names.

Create + associate, by type

# CALL
call_id=$(hubspot objects create --type calls \
  --property hs_call_title="Discovery call" \
  --property hs_call_body="Confirmed $50K budget, Q2 timeline." \
  --property hs_call_direction=OUTBOUND \
  --property hs_call_status=COMPLETED \
  --property hs_call_duration=1800000 \
  --property hs_timestamp=$(date +%s)000 \
  --format json | jq -r '.id')
hubspot associations create --from calls:$call_id --to contacts:149
hubspot associations create --from calls:$call_id --to deals:456

# NOTE
note_id=$(hubspot objects create --type notes \
  --property hs_note_body="Sent proposal. Follow-up Friday." \
  --property hs_timestamp=$(date +%s)000 \
  --format json | jq -r '.id')
hubspot associations create --from notes:$note_id --to deals:456

# MEETING — start/end in Unix ms; reuse start as hs_timestamp
start=$(date +%s)000; end=$(( ${start%000} + 3600 ))000
meeting_id=$(hubspot objects create --type meetings \
  --property hs_meeting_title="Demo — Acme" --property hs_meeting_outcome=COMPLETED \
  --property hs_meeting_start_time=$start --property hs_meeting_end_time=$end \
  --property hs_timestamp=$start --format json | jq -r '.id')
hubspot associations create --from meetings:$meeting_id --to contacts:149

# TASK — hs_timestamp is the DUE DATE, not creation time
due=$(( $(date -v+7d +%s) * 1000 ))   # macOS; Linux: date -d '7 days' +%s
task_id=$(hubspot objects create --type tasks \
  --property hs_task_subject="Confirm proposal received" \
  --property hs_task_priority=HIGH \
  --property hs_task_status=NOT_STARTED \
  --property hs_task_type=CALL \
  --property hs_timestamp=$due \
  --format json | jq -r '.id')
hubspot associations create --from tasks:$task_id --to deals:456

Open tasks for a contact — two CLI calls, no xargs

associations list emits {"id": …} per row (plus label/associationType fields); objects get reads from stdin in one batch call (see bulk-operations/SKILL.md "Read in batch").

hubspot associations list --from contacts:149 --to tasks \
| hubspot objects get --type tasks \
    --properties hs_task_subject,hs_task_status,hs_task_priority,hs_timestamp \
| jq -c 'select(.properties.hs_task_status != "COMPLETED")'

Open tasks portal-wide — exclude statuses server-side with `@!=`

@!= is NOT_IN: one condition for the whole excluded list. Do not spend one --filter flag per excluded status — the search API caps a request at 5 filter groups, 6 conditions per group, and 18 conditions total.

@!= matches only records that have the property, so replicating a real HubSpot task view's "status is none of … or is empty" needs two groups (OR'd), with the shared conditions repeated in each:

hubspot objects search --type tasks \
  --filter "hubspot_owner_id=123 AND hs_task_status@!=COMPLETED,DEFERRED" \
  --filter "hubspot_owner_id=123 AND !hs_task_status" \
  --properties hs_task_subject,hs_task_status,hs_task_priority,hs_timestamp

Inverse (only these statuses) is @= (IN): --filter "hs_task_status@=NOT_STARTED,IN_PROGRESS,WAITING".

Bulk: follow-up task per deal in a stage

The deal ID and the task ID must travel together. Persist the deal payload to a file, create tasks (output order matches input order — see bulk-operations), then zip the two ID lists line-by-line and stream association pairs in one call.

due=$(( $(date -v+7d +%s) * 1000 ))

# 1. Per-deal payload, deal_id retained alongside the create payload.
hubspot objects search --type deals --filter "dealstage=appointmentscheduled" \
  --properties dealname \
| jq -c --argjson due "$due" '{deal_id: .id, payload: {properties: {
    hs_task_subject: ("Follow up: " + .properties.dealname),
    hs_task_priority: "HIGH", hs_task_status: "NOT_STARTED", hs_task_type: "CALL",
    hs_timestamp: ($due|tostring)
  }}}' > /tmp/deal_tasks.jsonl

# 2. Create tasks; one CLI call for the whole batch.
jq -c '.payload' /tmp/deal_tasks.jsonl \
| hubspot objects create --type tasks > /tmp/created_tasks.jsonl

# 3. Zip and stream association pairs through stdin.
paste \
  <(jq -r '.deal_id' /tmp/deal_tasks.jsonl) \
  <(jq -r '.id'      /tmp/created_tasks.jsonl) \
| jq -Rc 'split("\t") | {from:("tasks:"+.[1]), to:("deals:"+.[0])}' \
| hubspot associations create

These are objects create calls (Additive) — creates are never digest-gated, so --dry-run is a plain preview and you execute by dropping it (no digest/confirm). The digest flow only applies to the irreversible writes (update/upsert/delete/merge) in bulk-operations/SKILL.md.

Known constraints

Activities must be associated immediately or they're invisible in the CRM UI. For enum option values on activity properties, run hubspot properties options-list --type calls <property> (and for call outcomes, hubspot activities calls dispositions list); the reference is the shortcut. Sales Hub sequences are read-only in the CLI (hubspot sequences list / get / enrollments, automation.sequences.read scope) — the CLI cannot enroll a contact in a sequence, so drive outreach via tasks/activities above. This surface grows; recheck hubspot --help / CHANGELOG.md before assuming an API is missing.

FAQ

What does the sales-execution skill do?

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.

How do I install sales-execution?

Run npx skills add https://github.com/hubspot/agent-cli-skills --skill sales-execution in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/sales-execution/ (personal) or .claude/skills/sales-execution/ (project).

Which AI agents can use sales-execution?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is sales-execution safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains sales-execution?

It is published by hubspot in hubspot/agent-cli-skills. It has 1,703 recorded installs.

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sales-execution

Install

Install

Describe the task

Review the result

SKILL.md

Resources

The two non-obvious rules

Create + associate, by type

Open tasks for a contact — two CLI calls, no xargs

Open tasks portal-wide — exclude statuses server-side with `@!=`

Bulk: follow-up task per deal in a stage

Known constraints

FAQ

More from hubspot/agent-cli-skills

ticket-resolution

crm-lookup

bulk-operations

crm-data-quality

workflow-automation

deal-management

Popular business & finance skills

sales-enablement

revops

sales-funnel-blueprint

pricing

cross-border-ecommerce

pricing-strategy

sales-execution

Install

Install

Describe the task

Review the result

SKILL.md

Resources

The two non-obvious rules

Create + associate, by type

Open tasks for a contact — two CLI calls, no xargs

Open tasks portal-wide — exclude statuses server-side with @!=

Bulk: follow-up task per deal in a stage

Known constraints

FAQ

More from hubspot/agent-cli-skills

Popular business & finance skills

Open tasks portal-wide — exclude statuses server-side with `@!=`