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From hubspot
Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups.
npx claudepluginhub robinebers/converted-plugins --plugin hubspotHow this skill is triggered — by the user, by Claude, or both
Slash command
/hubspot:hubspot-customer-prepThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Assemble a customer-ready brief while separating CRM facts from inferred recommendations. Follow [../hubspot/SKILL.md](../hubspot/SKILL.md) for access, URLs, pagination, and write approvals.
Guides Payload CMS config (payload.config.ts), collections, fields, hooks, access control, APIs. Debugs validation errors, security, relationships, queries, transactions, hook behavior.
Implements vector databases with Pinecone, Weaviate, Qdrant, Milvus, pgvector for semantic search, RAG, recommendations, and similarity systems. Optimizes embeddings, indexing, and hybrid search.
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Assemble a customer-ready brief while separating CRM facts from inferred recommendations. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.
get_user_details and confirm read access to the needed object types.search_crm_objects using name, domain, email, deal name, or ticket subject. If multiple records match, return a disambiguation list with URLs.search_properties: company owner/lifecycle/domain; contact title/email/last contact; deal amount/stage/close date/next step; ticket status/priority/category.associatedWith searches for related contacts, companies, deals, and tickets. Fetch selected records with get_crm_objects when richer fields are needed.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.