HubSpot Agent Skills
HubSpot skills cover the platform's inbound model: a CRM at the center, with marketing, sales, and service tools around it. Skills in this topic tend to fall into six areas — CRM, Attract, Engage, Sales, Service, and Reporting. A CRM skill works with the record of people and deals that everything else depends on. Attract skills help unknown people show up on purpose; Engage skills turn a visitor into a conversation; Sales skills help a human close with the CRM in the loop; Service skills carry the relationship past the sale; Reporting skills show whether the flywheel is actually spinning. Use the ranked list by starting with the sub-topic that matches your current bottleneck, then read each skill's description to see which part of the platform it touches. Pick one, load it, and judge it against the work you already do in HubSpot.
1 to start with28 top options
Start with these.
HubSpot is an inbound platform organized around attract, engage, and delight — CRM at the center, marketing/sales/service as spokes.
These are the closest matches for this work. Start with the first one and open it to install.
- Rank 01View Agent SkillDirect
crm-automation
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
4,976 · popularity
Explore 27 more Agent Skills
- Rank 09View Agent SkillPossible
cargo-connection
Manages Cargo connectors and integrations, including authenticating HubSpot and other providers and resolving connector UUIDs and action slugs.
8,611 · popularity - Rank 10View Agent SkillPossible
crm-data-governance
Designs CRM field-level governance: field ownership, system-of-record maps, freshness SLAs, enforcement plans, and governance cadence.
6,713 · popularity - Rank 11View Agent SkillPossible
cargo-gtm
Runs B2B go-to-market work on Cargo: account research, contact enrichment, lead scoring, outreach drafting, CRM sync, and buying-signal monitoring.
8,438 · popularity - Rank 12View Agent SkillPossible
lead-scoring
Designs, validates, and recalibrates lead scoring models with fit and engagement axes, thresholds, decay, backtesting, and governance.
6,541 · popularity - Rank 13View Agent SkillPossible
account-research
Builds a research brief on a target company and contact, covering overview, recent news, priorities, and ICP fit while cross-referencing CRM records.
3,227 · popularity - Rank 14View Agent SkillPossible
revops
NotableWhen the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip ca
98,379 · popularity - Rank 15View Agent SkillPossible
sales-enablement
NotableWhen the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts. Also use when the user mentions 'sales deck,' 'pitch deck,' 'one-pager,' 'leave-behind,' 'objection handling,' 'deal-specific ROI analysis,' 'demo script,' 'talk track,' 'sales playbook,' 'proposal template,' 'buyer persona card,' 'help my sales team,' 'sales materials,' or 'what should I give my sales reps.' Use this for any document or asset that helps a sales team close deals. For competitor comparison pages and battle cards, see competitors. For marketing website copy, see cop
102,692 · popularity - Rank 16View Agent SkillPossible
prospecting
NotableWhen the user wants to find, qualify, and build a list of prospects to reach out to, across B2B SaaS, general B2B, or local small businesses. Also use when the user mentions "prospecting," "build a prospect list," "find leads," "lead list," "outbound list," "target account list," "ICP-fit accounts," "find local businesses," "find my first customers," "design partners," "signal-based outbound," "buying signals," "intent data," "job change alerts," "waterfall enrichment," "Clay table," "lookalike accounts," "catch-all emails," "account tiering," or "research this account before I reach out." Always verify emails before they reach a sequence, and never scrape LinkedIn. Define audiences in Sales Navigator and pull contacts from licensed data. Covers list building, signals, enrichment, verification, and account research. For the outreach itself (copy, sending setup, LinkedIn, cadences, replies), see cold-email. For researching competitors, see competitor-profiling.
57,450 · popularity - Rank 17View Agent SkillPossible
emails
Designs email sequences, drip campaigns, and lifecycle flows including welcome, nurture, re-engagement, and post-purchase programs.
69,852 · popularity - Rank 18View Agent SkillPossible
draft-outreach
Drafts personalized outreach emails or multi-touch sequences, creates email drafts for review, and adds contacts to sales engagement sequences.
3,152 · popularity - Rank 19View Agent SkillPossible
sales-outbound-sequence
Plans touch-by-touch outbound cadences: channels, timing, spacing, multi-threading, exit rules, recycling, and capacity math.
8,005 · popularity - Rank 20View Agent SkillPossible
sales-account-segmentation
Designs account segmentation models between ICP and tiering: signal layers, weighted fit scores, whitespace mapping, and CRM operationalization.
8,000 · popularity - Rank 21View Agent SkillPossible
sales-icp-definition
Defines the ideal customer profile with firmographic, technographic, behavioral, and intent criteria plus a weighted scoring rubric and disqualifiers.
8,237 · popularity - Rank 22View Agent SkillPossible
sales-pipeline-coverage-modeling
Models pipeline coverage ratios from win rates, segment targets, timing, and seasonality, turning gaps into new-pipeline requirements.
8,237 · popularity - Rank 23View Agent SkillPossible
sales-account-tiering
Designs the account tiering layer downstream of a fit score: cutoffs, tier names, rep capacity caps, coverage models, and recalibration cadence.
8,208 · popularity - Rank 24View Agent SkillPossible
deal-champion-mapping
Builds an evidence-graded stakeholder map for one deal, naming champion, economic buyer, and blockers with confidence levels.
8,135 · popularity - Rank 25View Agent SkillPossible
deal-red-flags
Reviews one deal's free-text notes for qualification red flags, grading severity and confidence with quoted evidence.
8,126 · popularity - Rank 26View Agent SkillPossible
customer-health-score
Designs, validates, and governs a composite customer health score with weighting, normalization, decay, banding, and backtesting against churn.
6,593 · popularity - Rank 27View Agent SkillPossible
customer-research
Conducts, analyzes, and synthesizes customer research from transcripts, surveys, reviews, and interviews to ground positioning, product, and messaging.
105,860 · popularity - Rank 28View Agent SkillPossible
firecrawl-lead-gen
Generates structured lead lists from prospect databases and web directories with Firecrawl, exporting CRM-ready JSON or CSV.
31,215 · popularity - Rank 29View Agent SkillPossible
firecrawl-lead-research
Produces pre-meeting lead intelligence briefs with company, person, news, talking points, and pain-point research via Firecrawl.
31,166 · popularity - Rank 30View Agent SkillPossible
social
Creates, schedules, and optimizes social media content across platforms, plus social listening and engagement triage.
73,839 · popularity - Rank 31View Agent SkillPossible
cold-email
NotableWrite B2B cold emails and follow-up sequences that get replies. Use when the user wants to write cold outreach emails, prospecting emails, cold email campaigns, sales development emails, or SDR emails. Also use when the user mentions "cold outreach," "prospecting email," "outbound email," "email to leads," "reach out to prospects," "sales email," "follow-up email sequence," "nobody's replying to my emails," or "how do I write a cold email." Covers subject lines, opening lines, body copy, CTAs, personalization, and multi-touch follow-up sequences. For warm/lifecycle email sequences, see emails.
109,195 · popularity - Rank 32View Agent SkillPossible
sales-funnel-blueprint
NotableTurn an offer into a concrete multi-step sales funnel spec - page-by-page structure, price ladder, copy outline and the metrics each step must hit. Use when asked to build a sales funnel, marketing funnel, landing page flow, lead magnet funnel, webinar funnel, tripwire or VSL funnel, when planning a product launch page flow, or when someone asks "what pages do I need" for selling something online.
54,576 · popularity - Rank 33View Agent SkillPossible
persona-sales-ops
Manage sales workflows — track deals, schedule calls, client comms.
28,960 · popularity - Rank 34View Agent SkillPossible
revops-kickoff
Entry-point router for a RevOps skill collection, bootstrapping a shared context artifact and routing tasks to one sibling skill.
6,668 · popularity - Rank 35View Agent SkillPossible
deepline-gtm
GTM meta skill for prospecting, enrichment, outreach, and audits across a large provider catalog including HubSpot, Salesforce, and Clay.
31,746 · popularity
What this topic covers
Each sub-topic groups Agent Skills for a specific situation.
- CRM
- The record of people and deals everything else hangs on.
- Attract
- Get unknown people to show up on purpose.
- Engage
- Turn a visitor into a conversation.
- Sales
- Help a human close, with the CRM in the loop.
- Service
- After the sale, the relationship continues.
- Reporting
- Whether the flywheel is actually spinning.
Frequently asked questions
- What kinds of skills are listed under HubSpot?
- They map to the platform's inbound structure: CRM, Attract, Engage, Sales, Service, and Reporting. CRM skills center on the record of people and deals; the other five cover the spokes around it. Each skill's description tells you which area it operates in.
- How is the list ordered?
- The list is ranked by observed search demand, with direct matches first and a cap on any single publisher. That keeps the top of the page focused on the sub-topic you came for rather than one vendor's catalog.
- Where should I start if I only have one problem?
- Start with the sub-topic that names your bottleneck. If your records are a mess, look at CRM; if visitors never become conversations, look at Engage; if you cannot tell whether any of it works, look at Reporting. Then pick the highest-ranked skill in that sub-topic and read its description before loading it.
- Do I need skills from more than one sub-topic?
- Not necessarily. HubSpot is organized around attract, engage, and delight with the CRM at the center, so a single skill that touches the CRM can affect several spokes. Add another sub-topic only when the first skill leaves a specific gap.
How to install an Agent Skill
Start with the first skill on this page. Claude Code reads a SKILL.md once it is in the skills directory:
- Claude Code — copy the SKILL.md for crm-automation into ~/.claude/skills/crm-automation/ for yourself, or .claude/skills/crm-automation/ to share it with a project.
- From the registry — run npx skills add claude-office-skills/skills@crm-automation.
- Or download crm-automation from its source and place that SKILL.md in the directory above.
How to choose Check the source and the skill’s own instructions before you install. Official and Notable describe where a skill comes from.