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Turn unhandled contacts in a HubSpot list into researched first-contact emails and follow-up drafts. Record the research and messages in HubSpot, prevent duplicate drafting, and prepare a limited batch for human review and sending.

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• Preparing outreach drafts for new leads in a HubSpot list
• Writing first-contact emails and follow-ups using company context
• Recording research and draft history on contact records

Research new HubSpot leads and prepare personalized follow-up email drafts using the team's sales guidance. Include one tailored qualifying question and an available call time, save research to HubSpot, and hold drafts for human review.

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• Prepare follow-up drafts for new leads
• Tailor sales emails using company research
• Propose a call time from calendar availability

Assign new HubSpot leads to sales representatives using territory, specialist rules, and weekly lead counts. The skill records assignment reasons, highlights strong buying signals in Slack, and escalates cases that need human judgment.

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• Assigning new leads to the right sales representative
• Highlighting leads with strong buying signals
• Checking why a lead was assigned to a representative

Plan customer acquisition through paid ads, SEO, and partnerships for growing B2B SaaS startups. Includes campaign templates, customer acquisition cost calculations, and HubSpot tracking guidance to connect marketing activity with sales opportunities.

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• Planning campaigns across ads, SEO, and partnerships
• Reviewing ad budgets and customer acquisition costs
• Designing campaign tracking in HubSpot

Turn an approved campaign brief into a posting calendar, Canva social designs, captions, and plain-text emails. With owner approval at each stage, schedule social posts in HubSpot and hand over email drafts for sending through the owner's chosen tool.

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• Turning an approved brief into a campaign
• Preparing social designs and captions together
• Drafting campaign emails alongside social posts

Analyze won and lost HubSpot deals by customer segment, competitor, deal value, and the stage before a loss. Group recorded loss reasons into themes and post a weekly Slack summary with concrete recommendations, leaving deal records unchanged.

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• Reviewing weekly win rates and won or lost deal value
• Comparing outcomes by customer segment and competitor
• Finding price bands and sales stages with frequent losses

Maintain HubSpot customer records by merging duplicate contacts, filling missing information from Clearbit, and flagging inactive deals. Field-fill batches above a configured record threshold wait for human approval, and each run reports its changes and pending requests.

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• Scheduled nightly CRM cleanup
• Merging duplicate contact records
• Filling missing job titles and company details

Build a weekly sales forecast from HubSpot deals using the team’s configured stage probabilities. Compare expected revenue with the quarterly quota, break it down by stage, owner, and segment, and report deal risks in Slack.

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• Preparing weekly sales forecast reports
• Comparing quarterly forecasts with quotas
• Reviewing forecasts by stage, owner, and segment

Create a HubSpot Real-Time capture using flowctl to stream CRM data into Estuary collections. Use when setting up a HubSpot source for contacts, companies, deals, tickets, or other HubSpot resources. Use when user says "capture HubSpot", "stream from HubSpot", "HubSpot CDC", or "connect HubSpot to Estuary".

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Create a HubSpot materialization to write Estuary collections back into HubSpot CRM objects (Contacts, Companies, Deals, Tickets, etc). Use when setting up HubSpot as a destination for captured data. Use when user says "send to HubSpot", "materialize to HubSpot", "write back to HubSpot", or "HubSpot destination".

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Prepare quarterly business reviews using account records from HubSpot and usage trends from Postgres. Create a draft slide deck and supporting document for each due account, with traceable figures, support issues, and evidence-backed expansion opportunities.

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• Prepare quarterly reviews for accounts due soon
• Review declining usage and important support issues
• Gather supporting data for customer discussions

Prepare renewal packets and outreach email drafts from HubSpot deals at 90, 60, and 30 days before renewal. Check existing Google Calendar meetings, flag account risks, and leave customer contact and pricing decisions to the account owner.

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• Preparing account materials before contract renewal
• Drafting outreach around existing renewal meetings
• Identifying stalled deals and renewal risks

Check new customer onboarding progress using HubSpot and Postgres, identify stalled or overdue milestones, and prepare emails tailored to the missed step. Notify the customer success manager while leaving customer communication to human review.

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• Daily checks of new customer onboarding progress
• Drafting helpful emails for stalled setup steps
• Reminding customer success managers about overdue accounts

Check open HubSpot deals for inactivity, missing next steps or close dates, stalled stages, and overdue tasks. Update an internal flag, send grouped Slack reminders to each representative, and report the highest priority deals to the sales manager.

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• Finding deals with no recent activity
• Checking for missing next steps and close dates
• Reminding representatives about overdue tasks

Import SaaS data into DuckDB using dlt, a data loading tool, then generate a Wren project with table definitions and relationships. Verify the setup with real SQL queries, or start from an existing DuckDB file.

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• Importing HubSpot or Stripe data for SQL analysis
• Creating a Wren project from an existing dlt DuckDB file
• Generating table definitions and parent-child relationships

Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs. Use when "hubspot, hubspot api, hubspot crm, hubspot integration, contacts api, hubspot, crm, marketing, sales, api" mentioned.

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Prioritize inbound HubSpot leads using engagement, company fit, urgency, and recent activity. Get a call list with talking points, follow-up email drafts, and proposed call times, with a CSV or pasted-list fallback.

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• Choosing which leads to call first today
• Preparing talking points for each prospect
• Drafting follow-up emails

Turn a sales call transcript into an updated HubSpot deal, Linear tasks for commitments, and a recap email draft. Ambiguous deal matches are flagged for a person to check, and the email stays unsent for the representative's review.

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• Update deal records after a sales call
• Create follow-up tasks for promises made on a call
• Draft a recap email for representative review

Manage HubSpot CRM contacts, companies, deals, and CMS content via API. Use when the user says "add contact to HubSpot", "create deal", "search CRM", "HubSpot contacts", "update deal stage", "CRM report", "HubSpot pages", or asks about managing their sales pipeline, CRM data, or HubSpot content.

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Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs. Use when: hubspot, hubspot api, hubspot crm, hubspot integration, contacts api.

中文简介正在准备中。当前显示原文说明。

Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs. Use when: hubspot, hubspot api, hubspot crm, hubspot integration, contacts api.

中文简介正在准备中。当前显示原文说明。

Plan customer acquisition across paid ads, SEO, and partnerships. Structure channel budgets, calculate customer acquisition cost, define lead handoffs to sales, and set up campaign tracking to understand which activities contribute to new business.

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• Planning acquisition channels and marketing budgets
• Reviewing ad spend and customer acquisition cost
• Defining lead scoring and handoffs to sales

Read, create, update, search, and associate HubSpot CRM records — contacts, companies, deals, tickets, and custom objects. Use this whenever the user wants to look up a contact, create a deal, update a company, search the CRM, link two records, or asks "what's in HubSpot" — even if they don't say "API". Also use it for any URL under app.hubspot.com or a mention of a HubSpot object/record ID. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.

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Find the Wren CLI workflow for answering data questions, connecting databases or SaaS sources, generating model definitions, adding business metrics, or building a shareable analytics app. Guides are retrieved from the installed CLI version.

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• Set up Wren and connect a database
• Load HubSpot or Stripe data through dlt
• Generate model definitions and add business metrics