CRM automation
2 listings
Skills
Manage HubSpot workflows from the command line
This skill can list, read, create, change, or remove HubSpot automation workflows through the hubspot agent CLI. It uses the v4 flows API and does not cover older contact-based workflows. Updates and deletes run as a dry run first and need a confirmation step.
Set up revenue operations for a sales team
This skill helps design revenue operations: lead lifecycle stages, MQL definitions, lead scoring, lead routing, and the handoff from marketing to sales. It also covers pipeline stages, CRM automation, and data hygiene, with common mistakes to avoid.