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HubSpot CRM Workflow

Reads HubSpot CRM records and drafts or makes reviewed changes within a Sales workflow

Source Download skill
Repository
XiaomiMiMo/MiMo-Code
Stars
13,743
Licence
MIT
Files
2 files

What it does

When installed, the agent treats HubSpot (a sales CRM) as the source of truth for company, deal, contact, and ticket facts. It looks up records through a connected HubSpot connector, summarizes them with links, and shows exact proposed changes before writing anything. It only writes after the user explicitly approves the exact change, and it flags when information is missing, ambiguous, or not coming from HubSpot.

Great for

  • Sales reps who use HubSpot and want quick, sourced account or deal summaries
  • Sales ops teams that want reviewed, field-level CRM updates instead of silent edits
  • Teams building a sales workflow that needs HubSpot as one of several data sources

Skip it if

  • Teams whose authoritative CRM is Salesforce or another system, since the skill says not to use it then
  • Anyone wanting bulk exports, deletes, merges, or deduplication, which the connector does not expose and the skill refuses to perform

Try asking

  • “Summarize the current deal status and open activities for Acme Corp in HubSpot”
  • “Draft a note and a deal stage update for the Globex renewal, then wait for my approval before writing”
  • “Find the contact record for jane@example.com and list her associated companies”
Step-by-step guide: how to use HubSpot CRM WorkflowInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 2 original files, the MIT licence and an attribution note.

    hubspot.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip hubspot.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip hubspot.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Give exact record IDs, email addresses, or full name plus company to avoid ambiguous matches
  • Review the proposed field-level draft carefully; approval applies only to that exact batch
  • Check the connector's exposed surfaces first, since the skill will not imply support for anything beyond them

What's inside

  • agents/openai.yaml
  • SKILL.md

Redistributed unmodified from XiaomiMiMo/MiMo-Code under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.