sales-execution

Resources

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.

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