Agent Skills › openai/plugins › hubspot-pipeline-health

hubspot-pipeline-health

GitHub

用于审查HubSpot销售管道健康度，识别过期交易、预测偏差及风险。通过分析开放交易数据，提供执行摘要、高风险交易列表及改进建议，辅助优化管道管理。

plugins/hubspot/skills/hubspot-pipeline-health/SKILL.md openai/plugins

Trigger Scenarios

审查HubSpot管道健康状况评估销售预测准确性检查停滞或即将过期的交易分析开放交易的风险

Install

npx skills add openai/plugins --skill hubspot-pipeline-health -g -y

More Options

Non-standard path

npx skills add https://github.com/openai/plugins/tree/main/plugins/hubspot/skills/hubspot-pipeline-health -g -y

Use without installing

npx skills use openai/plugins@hubspot-pipeline-health

指定 Agent (Claude Code)

npx skills add openai/plugins --skill hubspot-pipeline-health -a claude-code -g -y

安装 repo 全部 skill

npx skills add openai/plugins --all -g -y

预览 repo 内 skill

npx skills add openai/plugins --list

SKILL.md

Frontmatter

{
    "name": "hubspot-pipeline-health",
    "description": "Use when reviewing HubSpot pipeline health, forecasts, stale deals, slipping close dates, or open deal risks."
}

HubSpot Pipeline Health

Turn open deal data into a concise pipeline-health readout. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.

Workflow

Call get_user_details and confirm deal read access.
Clarify pipeline, owner/team, timeframe, and closed-deal inclusion. Default to open deals in the current quarter or next 90 days.
Discover deal fields: dealname, amount, dealstage, pipeline, closedate, owner, forecast, next step, last activity/contact.
Use get_properties for pipeline/stage/forecast enums, then search_crm_objects for open deals. Check total and page or segment large pipelines.
Use get_crm_objects for high-signal deals; use associatedWith for companies/contacts only when context changes the recommendation.

Risk And Output

Flag deals with past or near close dates, stale activity, missing owner/contact/next step, missing amount/stage/close date, late stage with weak recent touch, or stage concentration without clear next actions. State which signals were unavailable.

Return coverage, 2-4 executive takeaways, an at-risk deals table with URLs, pipeline hygiene patterns, recommended follow-ups, and caveats. Use manage_crm_objects only after the core confirmation table.