Agent Skills › fanfan-de/anybox › 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、停滞线索及预测风险。通过获取数据并分析关键信号，输出执行摘要、高风险交易列表及改进建议，辅助销售管理决策。

plugins/Anybox-Plugins/hubspot/skills/hubspot-pipeline-health/SKILL.md fanfan-de/anybox

Trigger Scenarios

审查HubSpot管道健康状况分析滞销或即将关闭的交易风险评估销售预测准确性

Install

npx skills add fanfan-de/anybox --skill hubspot-pipeline-health -g -y

More Options

Non-standard path

npx skills add https://github.com/fanfan-de/anybox/tree/master/plugins/Anybox-Plugins/hubspot/skills/hubspot-pipeline-health -g -y

Use without installing

npx skills use fanfan-de/anybox@hubspot-pipeline-health

指定 Agent (Claude Code)

npx skills add fanfan-de/anybox --skill hubspot-pipeline-health -a claude-code -g -y

安装 repo 全部 skill

npx skills add fanfan-de/anybox --all -g -y

预览 repo 内 skill

npx skills add fanfan-de/anybox --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.

Version History

08dc189 Current 2026-07-05 19:01

Metadata

Files: 0
Version: 42b35f7
Hash: f3fe28bb
Indexed: 2026-07-05 19:01

hubspot-pipeline-health