Agent skill · operations · anthropics
crm-maintenance
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.
Why this skill is useful
Adds specific workflows and context-driven commands for managing HubSpot CRM that the AI wouldn't reliably generate on its own.
What it needs
Requires hubspot account access. About 3k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
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. 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 email/meeting/deal), ask which path before proceeding. 2. Gather context. Email path: read the thread (subject, participants, last 1–3 messages). Identify the primary external contact. Call path: read the calendar event (title, attendees, time, description). If no event was specified, use the most recent completed meeting in the last 24 hours and confirm with the user before proceeding. Cleanup path: pull the deal (stage, amount, close date, next-step, associated contacts, activities in last 60 days), plus the last 14 days of email threads and calendar events involving the deal's contacts. 3. Resolve the HubSpot contact and deal. For email/call paths: Search HubSpot contacts by email address. If a contact is missing, create it from email signature or calendar invite data — announce creation in chat before writing. Find the right deal in this order: (a) explicit match if the user named one, (b) the contact's sole open deal, (c) fuzzy match across the contact's open deals against the email subject or meeting title — confirm before writing, (d) ask the user if no match. Never auto-create a deal. For field names, activity types, and association rules, read reference/hubspot-fields.md before writing anything to HubSpot. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/crm-maintenance