Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Assign and reassign CRM record ownership, audit who-owns-what across object types, and handle rep transitions. Built on bulk-operations.
Skill Claude CodeCodex
Create, triage, advance, and close HubSpot support tickets — pipeline discovery, contact/company association, priority queues, bulk stage moves, resolution close-out.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Pull full conversation history for a CRM contact — fetch associated threads across all inboxes, retrieve message content, and assemble structured data for account briefs showing channel types, thread statuses, last activity, and key message excerpts.
Skill Claude CodeCodex
Audit and triage conversation inboxes — list open and unassigned threads, find stale conversations, assign threads to team members, archive resolved threads in bulk, and produce a status summary by inbox and channel.
Skill Claude CodeCodex
Generate a HubSpot Conversations visitor identification token for a known website visitor by email, with guidance on required scopes, account tier requirements, and how the frontend must use the token with the HubSpot Conversations SDK.
Skill Claude CodeCodex
HubSpot Work, the project and work-management product inside HubSpot — workspaces, projects, tables of items and subitems, project documents, record comments, and the AI agents that automate a table. Use this skill whenever someone wants to look at, report on, or change work their team tracks in HubSpot Work — find a…
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