crm-maintenance Skill
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal. Published by anthropics in knowledge-work-plugins.
What is crm-maintenance Skill?
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal. Published by anthropics in knowledge-work-plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Security review
- Data analysis
- Writing
- Security review use cases
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use crm-maintenance Skill
- Use it for security review.
- Use it for data analysis.
- Use it for writing.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/knowledge-work-plugins
- Skill file: small-business/skills/crm-maintenance/SKILL.md
What it does
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.
Skill instructions
CRM Maintenance Quick start Pull context from the referenced email or calendar event, resolve the right HubSpot contact and deal, log the activity, and surface what changed. For a deal cleanup, audit the deal against recent email/calendar activity and propose updates — never apply them without approval. User: "log this call to the Acme deal" → Read the most recent completed calendar event → Confirm attendees map to the Acme deal's contacts → Write a call activity on the Acme deal → Report: "Logged call to Acme Q2 Expansion. [deal link]" Workflow 1. Identify intent. Decide which of three paths applies from the user's message and context: - Email path — "update my CRM", "add this to the deal", or any reference to an email thread - Call path — "log this call", "log the meeting", or any reference to a calendar event - Cleanup path — "clean up HubSpot", "is this deal up to date", or any request to audit a specific deal If the intent is ambiguous (e.g. "update HubSpot" with no referenced ema
Explore related resources
Frequently asked questions
What is crm-maintenance?
crm-maintenance is a open-source AI agent skill with Copy skill directory. Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records.
Who is crm-maintenance best for?
crm-maintenance is best for reusing agent instructions, scripts, and references, security review workflows, data analysis workflows, writing workflows.
How do I install crm-maintenance?
Install or run crm-maintenance using Copy skill directory. Check crm-maintenance for the latest setup command.
Is crm-maintenance actively maintained?
crm-maintenance may need a closer maintenance check before production use.
Auto-fetched from GitHub.
