hubspot-admin-skills
TomGranot/hubspot-admin-skills/CLAUDE.md
This is a Claude Code skills marketplace plugin for HubSpot CRM administration.
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TomGranot/hubspot-admin-skills/CLAUDE.md
This is a Claude Code skills marketplace plugin for HubSpot CRM administration.
TomGranot/hubspot-admin-skills/skills/assign-unowned-contacts/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/audit-api-usage/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/backfill-geo-data/SKILL.md
Enrich missing geographic data (country, state, city) on contacts and companies using HubSpot workflows, external data providers, or IP-based geolocation.
TomGranot/hubspot-admin-skills/skills/bounce-monitoring-workflow/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/build-lead-scoring/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/build-smart-lists/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/cleanup-dashboards/SKILL.md
Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.
TomGranot/hubspot-admin-skills/skills/cleanup-deals/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/cleanup-forms/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/cleanup-lead-owners/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/cleanup-lists/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/cleanup-properties/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/cleanup-workflows/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/connect-hubspot-agent-cli/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/connect-hubspot-mcp/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/create-icp-tiers/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/create-segment-lists/SKILL.md
Create business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. Enables segment-based targeting, suppression, and analytics.
TomGranot/hubspot-admin-skills/skills/delete-no-email-contacts/SKILL.md
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.
TomGranot/hubspot-admin-skills/skills/engagement-suppression-workflow/SKILL.md
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.
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 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.
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.
Your agents already can, over MCP, limited to the files you're allowed to read. Searching them from this page is coming.