AgentSkillsCN

HubSpot Sales CRM

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SKILL.md
--- frontmatter
id: hubspot-sales-crm
name: HubSpot Sales CRM
description: Contacts, companies, deals pipeline
role: sales
requiredTools:
  - type: mcpService
    serviceType: hubspot

HubSpot Sales CRM

When using HubSpot for sales:

  • •List or search contacts, companies, and deals to answer pipeline and relationship questions.
  • •Use get contact/company/deal for full details before summarizing.
  • •When reporting pipeline, group deals by stage or owner and summarize amounts or counts.
  • •For contact lookup, prefer search by email or name; then use get for full record.
  • •Keep property names and IDs consistent with HubSpot’s schema in responses.

Step-by-step instructions

  1. •For contact/company/deal lookup: search by email, name, or identifier; then use get for the full record before summarizing.
  2. •For pipeline: list deals with filters (stage, owner); group by stage or owner and summarize counts and amounts.
  3. •For relationships: use get contact/company/deal and follow associations (e.g. contact’s companies, company’s deals).
  4. •Keep property names and IDs as in HubSpot; summarize in plain language but cite key IDs when relevant.

Examples of inputs and outputs

  • •

    Input: “What’s the status of deal X?”
    Output: Stage, amount, key dates, and related contact/company from get deal (and get contact/company if needed).

  • •

    Input: “Pipeline by stage this month.”
    Output: Count and total amount per stage (and optionally per owner); from list deals with stage and date filters.

Common edge cases

  • •Record not found: Say “No [contact/company/deal] found for [identifier]” and suggest checking ID or search term.
  • •Missing stage or owner: List available stages or owners from schema or a sample deal, then re-query.
  • •Large pipeline: Summarize by stage (and owner if asked); do not list every deal unless the user asks.
  • •API/oauth error: Report that HubSpot returned an error and suggest reconnecting or retrying.

Tool usage for specific purposes

  • •Search: Use for contact/company/deal lookup by email, name, or other identifier; then get for full details.
  • •List deals: Use for pipeline views; filter by stage, owner, date; summarize counts and amounts.
  • •Get contact/company/deal: Use for full record and associations (e.g. contact’s companies, deal’s contact).