Agent Skills
› openai/plugins
› hubspot-customer-prep
hubspot-customer-prep
GitHub用于在会议、续约或交接前，通过HubSpot CRM工具收集客户数据并生成包含事实与建议的简报，辅助销售与客户成功团队高效准备。
Trigger Scenarios
准备客户会议简报
续约前的客户分析
季度业务回顾(QBR)资料整理
销售电话前的背景调研
Install
npx skills add openai/plugins --skill hubspot-customer-prep -g -y
SKILL.md
Frontmatter
{
"name": "hubspot-customer-prep",
"description": "Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups."
}
HubSpot Customer Prep
Assemble a customer-ready brief while separating CRM facts from inferred recommendations. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.
Workflow
- Call
get_user_detailsand confirm read access to the needed object types. - Clarify seed record and goal: company, contact, deal, ticket, meeting type, attendees, date, and desired outcome.
- Find the seed record with
search_crm_objectsusing name, domain, email, deal name, or ticket subject. If multiple records match, return a disambiguation list with URLs. - Discover properties with
search_properties: company owner/lifecycle/domain; contact title/email/last contact; deal amount/stage/close date/next step; ticket status/priority/category. - Use
associatedWithsearches for related contacts, companies, deals, and tickets. Fetch selected records withget_crm_objectswhen richer fields are needed.
Brief
Return source record URLs, snapshot, people, open opportunities, support health, recommended agenda, questions to ask, follow-ups, and caveats. For tasks, next steps, associations, ownership, or stage changes, show exact proposed changes and get approval before manage_crm_objects.
Version History
- 11c74d6 Current 2026-07-19 09:36
