openai/hubspot-customer-prep
plugins/hubspot/skills/hubspot-customer-prep/SKILL.md
Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups.
$ install --global
skillsauthnpx skillsauth add openai/plugins hubspot-customer-prepInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: May 14, 2026, 5:04 AM37.7s2 files scanned
SKILL.md
- name:
- hubspot-customer-prep
- description:
- Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups.
HubSpot Customer Prep
Assemble a customer-ready brief while separating CRM facts from inferred recommendations. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.
Workflow
- Call
get_user_detailsand confirm read access to the needed object types. - Clarify seed record and goal: company, contact, deal, ticket, meeting type, attendees, date, and desired outcome.
- Find the seed record with
search_crm_objectsusing name, domain, email, deal name, or ticket subject. If multiple records match, return a disambiguation list with URLs. - Discover properties with
search_properties: company owner/lifecycle/domain; contact title/email/last contact; deal amount/stage/close date/next step; ticket status/priority/category. - Use
associatedWithsearches for related contacts, companies, deals, and tickets. Fetch selected records withget_crm_objectswhen richer fields are needed.
Brief
Return source record URLs, snapshot, people, open opportunities, support health, recommended agenda, questions to ask, follow-ups, and caveats. For tasks, next steps, associations, ownership, or stage changes, show exact proposed changes and get approval before manage_crm_objects.
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