hubspot-admin-skills

In the author's own words, from each skill's SKILL.md — showing the first 30 of 40 files.

• assign-unowned-contacts

  Assign an owner to marketing contacts that have no owner. Ensures every marketable contact has accountability for follow-up, proper lead routing, and accurate owner-based reporting.

  skills/assign-unowned-contacts/SKILL.md on GitHub (opens in a new tab)

• audit-api-usage

  Inventory the integrations, service keys, legacy private apps, and internal tooling that call HubSpot APIs, and flag anything on legacy v1-v4 endpoints or legacy app architecture ahead of HubSpot's 2027 cutoffs. Produces a migration checklist to date-based API versions and service keys.

  skills/audit-api-usage/SKILL.md on GitHub (opens in a new tab)

• backfill-geo-data

  Enrich missing geographic data (country, state, city) on contacts and companies using HubSpot workflows, external data providers, or IP-based geolocation.

  skills/backfill-geo-data/SKILL.md on GitHub (opens in a new tab)

• bounce-monitoring-workflow

  Build a workflow to protect sender reputation through automated bounce monitoring. Auto-suppresses contacts above a configurable bounce threshold, alerts on hard bounces, and flags high-bounce contacts for weekly manual review.

  skills/bounce-monitoring-workflow/SKILL.md on GitHub (opens in a new tab)

• build-lead-scoring

  Create a comprehensive lead scoring model with separate Fit and Engagement scores using HubSpot's new Lead Scoring tool. Replaces the deprecated HubSpot Score property.

  skills/build-lead-scoring/SKILL.md on GitHub (opens in a new tab)

• build-smart-lists

  Create foundational segmented lists for marketing and sales operations via the Lists API, plus advanced UI-built segments: a master sendable list, ICP-based lists, persona lists, and engagement lists. All active (dynamic) lists.

  skills/build-smart-lists/SKILL.md on GitHub (opens in a new tab)

• cleanup-dashboards

  Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.

  skills/cleanup-dashboards/SKILL.md on GitHub (opens in a new tab)

• cleanup-deals

  Find past-due, stale, incomplete, unexplained-loss, and likely test deals, then route each owner's flagged deals to them as one review task. Never bulk-closes deals; deletes only test deals a person marked in a reviewed CSV. Skips Salesforce-synced deals.

  skills/cleanup-deals/SKILL.md on GitHub (opens in a new tab)

• cleanup-forms

  Audit and remove unused, test, or deprecated forms from HubSpot. Identifies forms with zero submissions, forms not embedded on any page, and test forms left over from development.

  skills/cleanup-forms/SKILL.md on GitHub (opens in a new tab)

• cleanup-lead-owners

  Remove non-employee users from HubSpot and reassign their orphaned contacts, companies, and deals. Pairs with the assign-unowned-contacts skill for comprehensive ownership cleanup.

  skills/cleanup-lead-owners/SKILL.md on GitHub (opens in a new tab)

• cleanup-lists

  Audit and remove unused, empty, or duplicate list definitions from HubSpot. Identifies lists with zero members, lists not used by any workflow or email, and overlapping list criteria.

  skills/cleanup-lists/SKILL.md on GitHub (opens in a new tab)

• cleanup-properties

  Archive or delete unused custom properties across all HubSpot object types (contacts, companies, deals). Identifies Salesforce sync properties, test/temp properties, and obsolete form fields.

  skills/cleanup-properties/SKILL.md on GitHub (opens in a new tab)

• cleanup-workflows

  Audit and remove inactive, test, or deprecated workflows from HubSpot. Identifies workflows that have never enrolled contacts, workflows turned off for 90+ days, and test workflows.

  skills/cleanup-workflows/SKILL.md on GitHub (opens in a new tab)

• connect-hubspot-agent-cli

  Install and connect HubSpot's Agent CLI so Claude Code can run bulk and administrative HubSpot operations directly from the terminal: JSONL bulk writes, deletes, property and pipeline management, and workflow CRUD, with dry runs. Covers user versus service key mode, safe-use rules, and how the CLI fits beside MCP and this repo's scripts.

  skills/connect-hubspot-agent-cli/SKILL.md on GitHub (opens in a new tab)

• connect-hubspot-mcp

  Connect Claude to HubSpot's official remote MCP server for conversational CRM lookups, spot-checks, and small confirmed edits. Covers the MCP connector setup with OAuth and PKCE, what the server's tools can and cannot do, and when to use MCP versus the Agent CLI versus this repo's scripts.

  skills/connect-hubspot-mcp/SKILL.md on GitHub (opens in a new tab)

• create-icp-tiers

  Classify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count). Creates a custom property via API and 4 classification workflows in HubSpot UI.

  skills/create-icp-tiers/SKILL.md on GitHub (opens in a new tab)

• create-segment-lists

  Create business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. Enables segment-based targeting, suppression, and analytics.

  skills/create-segment-lists/SKILL.md on GitHub (opens in a new tab)

• delete-no-email-contacts

  Delete contacts with no email address from a HubSpot CRM instance. These contacts cannot receive any communication and inflate billing. Fully automated via the HubSpot CRM Search and Batch Archive APIs.

  skills/delete-no-email-contacts/SKILL.md on GitHub (opens in a new tab)

• engagement-suppression-workflow

  Build a two-tier sunset workflow that re-engages dormant contacts before suppressing them. Tier 1 triggers a re-engagement campaign after a configurable inactivity window. Tier 2 suppresses contacts that fail to re-engage within a configurable re-engagement window.

  skills/engagement-suppression-workflow/SKILL.md on GitHub (opens in a new tab)

• enrich-company-name

  Populate missing contact company name fields from associated company records using a HubSpot workflow with optional API backfill. Ensures contacts inherit their company name for segmentation, personalization, and ICP classification.

  skills/enrich-company-name/SKILL.md on GitHub (opens in a new tab)

• enrich-industry

  Backfill contact-level industry from associated company records using a HubSpot workflow. Enables industry-based segmentation for targeted campaigns aligned with ICP verticals.

  skills/enrich-industry/SKILL.md on GitHub (opens in a new tab)

• fix-lifecycle-stages

  Ensure all contacts and companies have appropriate lifecycle stages. Backfills missing stages via API, fixes records stuck at disallowed stages, and creates prevention workflows to stop future gaps.

  skills/fix-lifecycle-stages/SKILL.md on GitHub (opens in a new tab)

• hubspot-audit

  Run a full, read-only HubSpot portal audit covering both the marketing and sales sides: database, deliverability, engagement, owners, pipelines, deal quality, and follow-up. Grades each dimension and prescribes the skills that fix what it finds. Use when starting a CRM cleanup, onboarding a new portal, or running a quarterly health check.

  skills/hubspot-audit/SKILL.md on GitHub (opens in a new tab)

• hubspot-implementation-plan

  Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort estimates, dependencies, and automation feasibility. Works from a full, marketing, or sales audit report. Use after running /hubspot-audit, /hubspot-marketing-audit, or /hubspot-sales-audit.

  skills/hubspot-implementation-plan/SKILL.md on GitHub (opens in a new tab)

• hubspot-marketing-audit

  Audit the marketing side of a HubSpot portal: email deliverability, contact data completeness, engagement, lifecycle consistency, and list, workflow, and form sprawl. Read-only. Use when marketing ops owns the cleanup, before a re-engagement or migration project, or when the marketing contact bill keeps climbing.

  skills/hubspot-marketing-audit/SKILL.md on GitHub (opens in a new tab)

• hubspot-sales-audit

  Audit the sales side of a HubSpot portal: pipeline configuration, deal data quality, stale and past-due deals, ownership and handoff gaps, and overdue follow-up. Read-only. Use when the forecast is not trusted, before a pipeline redesign or a new sales leader's first review, or when reps and reports disagree about what is in the pipeline.

  skills/hubspot-sales-audit/SKILL.md on GitHub (opens in a new tab)

• lifecycle-progression-workflow

  Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Customer. Each transition is triggered by a specific event (score threshold, meeting booked, deal created, deal won).

  skills/lifecycle-progression-workflow/SKILL.md on GitHub (opens in a new tab)

• merge-duplicate-companies

  Identify duplicate company records by domain and name, export audit CSVs for review, and guide merging. API for discovery, third-party tools or manual UI for merging (HubSpot has no bulk merge API).

  skills/merge-duplicate-companies/SKILL.md on GitHub (opens in a new tab)

• new-contact-hygiene-workflow

  Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage via the v4 Automation API, copies company name and industry from the associated company (UI step), and branches on completeness.

  skills/new-contact-hygiene-workflow/SKILL.md on GitHub (opens in a new tab)

• quarterly-database-cleanup

  Run a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, engagement metrics, and property cleanup. Produces a health report with quarter-over-quarter trend comparison.

  skills/quarterly-database-cleanup/SKILL.md on GitHub (opens in a new tab)

No skill matches that filter.

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