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.
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Backfill contact-level industry from associated company records using a HubSpot workflow. Enables industry-based segmentation for targeted campaigns aligned with ICP verticals.
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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.
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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.
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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.
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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.
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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.
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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).
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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).
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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.
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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.
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Reassign contacts and companies from deactivated team members to active owners. Fully automated via the HubSpot Owners API and Batch Update API. Includes territory analysis for informed reassignment decisions.
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Weekly manual review of contacts with 3+ bounce events. Decide whether to delete or attempt recovery for each flagged contact. Prevents over-suppression while removing truly bad data.
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Verify the entire toolkit against a disposable HubSpot developer test account or sandbox that you bring: seed synthetic fixtures, run every scripted skill's read path, exercise end-to-end and API round-trip cases, produce a graded report, and tear everything down. Hard-refuses to run against production.
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Convert inconsistent country and state/region formats to standardized values across contacts and companies. Ensures geographic segmentation works reliably.
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Identify and suppress ghost contacts who received marketing emails but never opened any. These contacts destroy sender reputation and deliverability. Hybrid approach: API for discovery, manual UI for suppression.
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Identify and suppress globally unsubscribed contacts to ensure legal compliance and reduce billing. Hybrid approach: API for discovery and audit, manual UI for suppression (hs_marketable_status is read-only).
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Identify and suppress hard-bounced contacts to protect email sender reputation. Hybrid approach: API for discovery and audit, manual UI for suppression (hs_marketable_status is read-only via API).
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Enrich HubSpot contacts (email, phone, job title) through an external enrichment provider and write results back safely. Pluggable provider adapters with FullEnrich waterfall enrichment as the default; Apollo, Hunter, and Dropcontact included; bring your own via a template.
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A lightweight 5-minute weekly health check covering bounce monitoring, new contact quality, workflow health, list growth trends, and data quality sampling. Quick early warning system, not a comprehensive audit.
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Plain text files in a repository that tell a coding agent how the project works: commands to run, conventions to follow and things to avoid. CLAUDE.md, AGENTS.md, cursor rules and skills are the common kinds.
CLAUDE.md or AGENTS.md?
CLAUDE.md is read by Claude Code. AGENTS.md is an open format that Codex, Cursor and other agents read. Many projects keep one and point the other at it.
What is a skill?
A folder with a SKILL.md that describes one capability, such as filling PDFs or reviewing code. The agent loads it only when the task calls for it.
Can I search my own team's files too?
Your agents already can, over MCP, limited to the files you're allowed to read. Searching them from this page is coming.