Agent skill · marketing growth · jeremylongshore
hubspot-deal-pipeline-automation
Automate and audit HubSpot deal pipeline operations without destroying real pipeline — covering stage automation loops, stale-deal safe-close logic, forecast reconciliation, custom property drift detection, quota dashboard cache-busting, and multi-pipeline duplicate detection. Use when writing or debugging workflow automations that move deals between stages, auditing pipelines for stale or duplicated opportunities, reconciling forecast numbers that disagree across reports, or hardening RevOps dashboards against property deletions and reporting-cache lag. Trigger with "hubspot deal pipeline", "hubspot stage automation", "hubspot stale deals", "hubspot forecast reconciliation", "hubspot quota dashboard", "hubspot duplicate deals", "revops pipeline audit".
Why this skill is useful
Adds executable scripts for automating HubSpot deal pipeline operations that prevent data loss and improve reporting accuracy.
What it needs
Requires bash installed locally. Requires hubspot account access. About 10k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
HubSpot Deal Pipeline Automation Overview Automate HubSpot deal pipelines without blowing up real revenue. This is not a walkthrough of workflow builder UI — it is the engineering behind six failure modes that silently destroy RevOps data while every dashboard stays green until a rep's quota call reveals the damage. The six production failures this skill prevents: 1. Stage automation loops — a workflow moves a deal to "Demo Scheduled", which triggers a second workflow enrolled on "Demo Scheduled" that moves it back to "Qualified", which triggers the first workflow again. The deal bounces between stages until HubSpot's 100-action daily workflow execution limit for that deal is exhausted. RevOps sees "workflow failure" alerts but no stage history that makes sense. 2. Stale-deal auto-closing — a cleanup workflow auto-closes deals older than 90 days to clear pipeline bloat. The contact associated with deal #4872 responded to an email this morning. The deal is closed as Lost. The rep calls the contact, who says "I just told someone we were ready to sign." This failure costs quota attainment, not just data quality. 3. Forecast query inconsistency — amount, hsprojectedamount, and a custom arrvalue property all exist on the same deal. The CRO dashboard queries amount. The ops team queries hsprojectedamount. RevOps built a custom rollup on arrvalue. At end of quarter they produce three different forecast numbers for the same deal set with no canonical answer. 4. Custom property reporting gap — a RevOps engineer renames dealsourcedetail to originalleadsource in the property settings. Every deal-source dashboard built on the old property name silently returns zero. No error is thrown. The board sees a 100% collapse in deal source tracking that is entirely an artifact, not a pipeline signal. 5. Quota dashboard staleness — HubSpot's reporting layer caches deal stage aggregates. A deal closes at 4:47pm. The quota attainment dashboard doesn't reflect it until 8:30pm. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/hubspot-deal-pipeline-automation--573232