hubspot-setup

hubspot-setup is a skill for Claude Code from LeadMagic/gtm-skills. It costs 89 tokens per session (1,491 once invoked), scanned A, original, MIT.

A set of instructions for configuring HubSpot, a customer relationship management system, for B2B SaaS sales and marketing teams. It covers customer records, sales pipelines, lifecycle stages, automation, reporting, and data enrichment.

In plain words
What is it for?
Use it to configure deal pipelines, customer stages, marketing workflows, dashboards, and integrations that add information to contact records.
Why use it?
It helps avoid CRM structures and workflows that are difficult to repair later. It provides a setup process for organising sales, marketing, and operations data.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions Claude Code; mentions Codex; mentions Gemini CLI.

Part of the gtm-skills plugin — 196 skills shipped together

Good fit Use it to configure deal pipelines, customer stages, marketing workflows, dashboards, and…

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leadmagic/gtm-skills/hubspot-setup
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add LeadMagic/gtm-skills --skill hubspot-setup
Clone the repo
git clone --depth 1 https://github.com/LeadMagic/gtm-skills

Made for: Claude Code.

Or install gtm-skills, the plugin that ships this one along with the rest of its 196 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for hubspot-setup

README.md
[![agentmods](https://agentmods.dev/badge/skills/leadmagic/gtm-skills/hubspot-setup.svg)](https://agentmods.dev/skills/leadmagic/gtm-skills/hubspot-setup)
Your own site
<a href="https://agentmods.dev/skills/leadmagic/gtm-skills/hubspot-setup"><img src="https://agentmods.dev/badge/skills/leadmagic/gtm-skills/hubspot-setup.svg" alt="Measured on agentmods" height="20"></a>
Per session 89 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,491 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00089 $0.01491
Opus 5 $0.00044 $0.00745
Sonnet 5 $0.00018 $0.00298
Haiku 4.5 $0.00009 $0.00149

Measured 2d ago against content hash 2afa75a7b1ee, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

hubspot-setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check-output.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/automation/hubspot-setup/SKILL.md · 157 lines

How it starts

The opening of the file, as written. The whole thing — 157 lines — stays where its author put it; the contents beside it link to each section on GitHub.

HubSpot Setup

Overview

HubSpot is the most popular CRM for SMB and mid-market B2B SaaS. Its strength is the unified platform: CRM, marketing, sales, and service in one system. Its weakness is that it's easy to configure poorly and hard to fix later. This skill covers setup for GTM teams: deal pipelines, lifecycle stages, marketing automation, reporting, and enrichment integration.

Authoritative Foundations

  • HubSpot Smart CRM Framework — Lifecycle stages, object model, and workflow enrollment patterns.
  • Lifecycle Stage Model — Startup operating cadence — default alive, talk to users, launch fast.
  • HubSpot Academy — CRM Automation — Lifecycle stages, object model, and workflow enrollment patterns.

When to Use

  • "Set up HubSpot for our sales team"
  • "Configure HubSpot deal pipelines"
  • "Set up HubSpot marketing automation"
  • "Build HubSpot reports and dashboards"
  • "Integrate enrichment with HubSpot"

Step-by-Step Process

Load crm-toolkit first — confirm HubSpot fit (crm-selection), contacts-vs-leads (HubSpot uses Contacts only — lifecycle stages replace Salesforce Leads), and hubspot-blueprint (field and workflow catalog).

Phase 1: CRM Foundation

Contacts vs leads: HubSpot has no Lead object. Inbound records are Contacts with lifecycle stage = Lead until qualified. Do not duplicate records. See crm-toolkit → contacts-vs-leads reference.

Lifecycle stages: Subscriber → Lead → MQL → SQL → Opportunity → Customer → Evangelist. Define clear criteria for stage advancement. Never use "Other."

Deal pipeline stages: Customize per sales motion. Standard: New → Contact Made → Discovery → Demo → Proposal → Negotiation → Closed Won / Closed Lost. Each stage: required fields (Amount, Close Date, Next Step).

Contact/Company properties: Standardize naming. Add custom properties: ICP fit score, enrichment status (pending/enriched/verified), lead source detail, MEDDICC dimensions for enterprise.

Phase 2: Marketing Hub

Read the full file on GitHub · 157 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago Changed 2afa75a7b1ee
  2. 7d ago First seen · 157 lines · 89 tokens per session scan A 9c07e41883e7

Subscribe to this mod's changes

hubspot-setup is a skill published in the GitHub repository LeadMagic/gtm-skills (48 stars, last pushed 4d ago), licensed MIT. It adds 89 tokens to every session and 1,491 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

Other skills, from other repositories

outreachmagic

Your agent goes blind after send. Sync sequencer webhooks, research leads via Serper, and find/verify emails — all in one local SQLite DB your agent queries directly.

outreachmagic/outreachmagic · 40 tokens

cold-email

Expert cold email strategist for B2B outbound campaigns. Use when the user asks about cold email writing, email sequences, email deliverability, domain warmup, SPF/DKIM/DMARC setup, email personalization, cold email templates, email copywriting frameworks, email compliance (CAN-SPAM, GDPR), bounce management, inbox…

Frontal-so/outbound-skills · 177 tokens

list-building

Expert B2B list building orchestrator for outbound sales campaigns. Use when the user asks about building lead lists, Sales Navigator search, boolean filters, ICP definition, ICP scoring, lead sources, data validation, email verification, list segmentation, Apollo prospecting, Clay Find People, list hygiene…

Frontal-so/outbound-skills · 190 tokens

claygent

Use Clay's AI research agent (Claygent) for web research, custom data extraction, and information that does not exist in standard databases. Use when the user asks about Claygent, AI research in Clay, web browsing for data, custom data points, real-time company research, or scraping with AI. Triggers on "Claygent"…

Frontal-so/outbound-skills · 131 tokens

conditional-logic

Write Clayscript formulas, conditional runs, and credit-saving logic in Clay. Use when the user asks about Clayscript, Clay formulas, conditional runs, saving credits with logic, data manipulation, if/then logic, JavaScript formulas in Clay, or the AI formula generator. Triggers on "Clayscript", "formula"…

Frontal-so/outbound-skills · 128 tokens

people-enrichment

Find and enrich contacts at target companies in Clay. Use when the user asks about finding decision makers, people enrichment, LinkedIn enrichment, title or seniority filtering, buying committee mapping, contact discovery at companies, or Sales Navigator imports. Triggers on "find contacts", "find people", "people…

Frontal-so/outbound-skills · 110 tokens