openai/hubspot-pipeline-health
plugins/hubspot/skills/hubspot-pipeline-health/SKILL.md
Use when reviewing HubSpot pipeline health, forecasts, stale deals, slipping close dates, or open deal risks.
$ install --global
skillsauthnpx skillsauth add openai/plugins hubspot-pipeline-healthInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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SKILL.md
- name:
- hubspot-pipeline-health
- description:
- Use when reviewing HubSpot pipeline health, forecasts, stale deals, slipping close dates, or open deal risks.
HubSpot Pipeline Health
Turn open deal data into a concise pipeline-health readout. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.
Workflow
- Call
get_user_detailsand confirm deal read access. - Clarify pipeline, owner/team, timeframe, and closed-deal inclusion. Default to open deals in the current quarter or next 90 days.
- Discover deal fields:
dealname,amount,dealstage,pipeline,closedate, owner, forecast, next step, last activity/contact. - Use
get_propertiesfor pipeline/stage/forecast enums, thensearch_crm_objectsfor open deals. Checktotaland page or segment large pipelines. - Use
get_crm_objectsfor high-signal deals; useassociatedWithfor companies/contacts only when context changes the recommendation.
Risk And Output
Flag deals with past or near close dates, stale activity, missing owner/contact/next step, missing amount/stage/close date, late stage with weak recent touch, or stage concentration without clear next actions. State which signals were unavailable.
Return coverage, 2-4 executive takeaways, an at-risk deals table with URLs, pipeline hygiene patterns, recommended follow-ups, and caveats. Use manage_crm_objects only after the core confirmation table.
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