Guide · Agent skill
How to use the HubSpot CRM Workflow agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The HubSpot CRM Workflow skill teaches an AI agent to treat your HubSpot CRM as the source of truth for company, deal, contact, and ticket facts. It is for sales reps and sales ops teams who already use HubSpot through a connected connector. After this guide you will know what the skill does, how to install it, how to ask for work in plain language, and what it will and will not do to your records.
HubSpot CRM WorkflowXiaomiMiMo/MiMo-Code · MIT Download the skill Quick start
- 1Download and unzip. Download the ZIP from this skill's page and unzip it into ~/.claude/skills/ or a project's .claude/skills/ folder.
- 2Or upload in the Claude apps. In the Claude apps, open Settings → Capabilities → Skills and upload the skill.
- 3Confirm the HubSpot connector. Make sure your HubSpot CRM connector exposes the six required operations, and that the parent Sales workflow skills are installed.
- 4Ask for a read. Name the HubSpot record with an ID, email, domain, or full name plus company, and ask for a summary.
- 5Request a draft. Describe the field or note you want to change. The agent returns a current-versus-proposed table.
- 6Approve exactly what you want. Reply with explicit approval for the specific change or batch. The agent writes only then and verifies the result.
What is an agent skill and what does this one do?
An agent skill is a folder with instructions (a SKILL.md file) that an AI agent loads when a task matches the skill's description. This skill is named hubspot and is written for the Sales workflow.
When it is active, the agent looks up records through a connected HubSpot connector, summarizes them with links back to HubSpot, and flags missing, ambiguous, or non-HubSpot information. Before any write, it shows the exact proposed changes and waits for explicit approval.
- Read account, deal, contact, and ticket context with sources and links
- Prepare a reviewed draft of proposed field-level changes
- Perform an approved write and verify the result with a read when the write response does not prove it
Install the HubSpot skill
Download the ZIP from the skill's page on this site and unzip it. You can install it for yourself or for one project.
For all your projects, unzip it into ~/.claude/skills/. For a single project, unzip it into the .claude/skills/ folder inside that project. You can also upload the skill in the Claude apps under Settings → Capabilities → Skills.
The package contains agents/openai.yaml and SKILL.md. The skill runs no scripts, but it does use the network through your HubSpot connector.
- Personal install: ~/.claude/skills/
- Project install: .claude/skills/ inside your project
- Claude apps: Settings → Capabilities → Skills
Check the requirements before you start
The skill only works when a HubSpot CRM connector is connected and exposes these operations: get_user_details, search_properties, get_properties, search_crm_objects, get_crm_objects, and manage_crm_objects. Without them, the skill tells the agent to say the answer is not HubSpot-backed.
The skill also depends on the parent Sales workflow skills (the index skill) for calendar, email, and other non-HubSpot context. HubSpot does not own that data, so the parent skills supply it.
- A connected HubSpot CRM connector with the six operations listed above
- The parent Sales workflow skills (index skill) installed alongside this one
- Use it only if HubSpot is your authoritative CRM; the skill says not to use it when another CRM is authoritative
How to trigger the skill with natural requests
The skill activates when a focused Sales workflow has selected a connected HubSpot CRM, or when you explicitly ask for HubSpot guidance, reads, drafts, notes, or reviewed record changes. Name HubSpot in your request and give as much identifying detail as you can: a HubSpot ID, email, domain, or full name plus company.
If a name matches more than one record, the agent is instructed to ask you to choose rather than guess.
- Summarize the Acme Corp company record in HubSpot, with the open deals and links.
- Draft a note on the Globex renewal deal in HubSpot. Show me the change before saving.
- Look up the contact jane.doe@example.com in HubSpot and tell me her last associated ticket.
- Propose updating the close date on deal 12345 to next month. Do not write until I approve.
Review and approve changes
For any write, the agent shows a field-level draft with the current value, the proposed value, and the reason with source. It writes only after you approve that exact change or batch. Approval of one batch does not cover later changes.
Writes are limited to batches of at most 10 objects, and association changes need their own approval. After a write, the agent checks the response and reads the record back when the response is not conclusive.
- Review the Current and Proposed columns before saying yes
- Approve specific changes, not a general 'go ahead'
- Expect associations to be confirmed separately
What the skill will not do
The HubSpot connector surface in this skill is limited to identity, property discovery, record search and reads, and reviewed writes. The skill refuses bulk exports, deletes, merges, deduplication, and arbitrary automation. When you ask for one of these, the agent states the missing surface and offers a narrower read, a draft, or another approved source instead.
The skill also keeps CRM data authoritative: enrichment or web context should not overwrite HubSpot values.
- No bulk export, delete, merge, or deduplication
- No writes to objects or properties the live connector does not expose
- No silent picking between similar records
What people use it for
- Get a sourced account summary before a call, with open deals and the most recent activity linked to HubSpot
- Check which contacts are associated with a deal and confirm associations before changing them
- Draft a reviewed note or close-date update on a deal and approve it field by field
- Find the correct record when two contacts share a name by asking the agent to list candidates for you to choose from
- Pull a bounded set of tickets for one company, with counts and filters stated
Frequently asked questions
How do I install the HubSpot agent skill?
Download the ZIP from this skill's page and unzip it into ~/.claude/skills/ for personal use, or into .claude/skills/ inside a project. In the Claude apps you can instead upload it under Settings → Capabilities → Skills.
What do I need to use the HubSpot skill?
You need a connected HubSpot CRM connector that exposes get_user_details, search_properties, get_properties, search_crm_objects, get_crm_objects, and manage_crm_objects. You also need the parent Sales workflow skills (the index skill) for calendar, email, and other non-HubSpot context.
Is the HubSpot skill free?
The source gives the licence as MIT. It does not state pricing for the skill or for HubSpot, so check those separately.
Does the skill change my HubSpot data without asking?
No. The skill shows an exact field-level draft and writes only after you explicitly approve that exact change or batch. Clarifying a question does not count as approval.
Can I use this skill with Salesforce?
No. The skill says not to use it when another CRM is authoritative, so it is designed for teams where HubSpot is the system of record.
Can it export, delete, or merge HubSpot records?
No. Bulk exports, deletes, merges, and deduplication are not exposed by the connector, and the skill refuses to perform them. It will offer a narrower read or a draft instead.
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Our verdict
Use this skill if HubSpot is your authoritative CRM and you want sourced account and deal summaries plus reviewed, field-level updates instead of silent edits. Pick something else if your source of truth is Salesforce or another system, or if you need bulk exports, deletes, merges, or deduplication.
Download the skill