hubspot-customer-prep Skill
Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups. Published by openai in plugins.
What is hubspot-customer-prep Skill?
Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups. Published by openai in 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
- Writing
- Writing use cases
Technical details
- Install or run with Copy skill directory
When to use hubspot-customer-prep Skill
- Use it for writing.
Built with
Editorial notes
Source
- Creator: openai
- Repository: openai/plugins
- Skill file: plugins/hubspot/skills/hubspot-customer-prep/SKILL.md
What it does
Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups.
Skill instructions
HubSpot Customer Prep Assemble a customer-ready brief while separating CRM facts from inferred recommendations. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals. Workflow 1. Call getuserdetails and confirm read access to the needed object types. 2. Clarify seed record and goal: company, contact, deal, ticket, meeting type, attendees, date, and desired outcome. 3. Find the seed record with searchcrmobjects using name, domain, email, deal name, or ticket subject. If multiple records match, return a disambiguation list with URLs. 4. Discover properties with searchproperties: company owner/lifecycle/domain; contact title/email/last contact; deal amount/stage/close date/next step; ticket status/priority/category. 5. Use associatedWith searches for related contacts, companies, deals, and tickets. Fetch selected records with getcrmobjects when richer fields are needed. Brief Return source record URLs, snapshot, people, open opportunities, support health, recommende
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Frequently asked questions
What is hubspot-customer-prep?
hubspot-customer-prep is a open-source AI agent skill with Copy skill directory. Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups.
Who is hubspot-customer-prep best for?
hubspot-customer-prep is best for reusing agent instructions, scripts, and references, writing workflows.
How do I install hubspot-customer-prep?
Install or run hubspot-customer-prep using Copy skill directory. Check hubspot-customer-prep for the latest setup command.
Is hubspot-customer-prep actively maintained?
hubspot-customer-prep may need a closer maintenance check before production use.
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