Teach your agents to research, update and report on your HubSpot CRM.
A CRM is only as useful as the data in it, and keeping it up to date takes time nobody has. With this skill, your agents can look up contacts, companies and deals, prepare account briefings from past calls and emails, and keep records, notes and tasks accurate. You get answers about your pipeline and customers in seconds instead of clicking through records one by one.
Key CRM features
- Contact and company records: Search, read, create and update contacts and companies, including custom properties, and see every linked deal, ticket and contact.
- Deals and pipelines: Search and review deals, track them through pipeline stages, and create or update deals with amounts, stages and close dates.
- Account history and call insights: Review logged emails, calls and meetings for any contact or deal, and read full call transcripts broken down by speaker.
- Notes and tasks: Read notes on contacts, companies and deals, and create, update or delete notes and tasks linked to the right record.
- Support tickets: Review recent tickets, read the conversation behind each one, and add internal comments for your team.
- Lists and segments: Find lists, see who's on them, and add or remove contacts from manual and snapshot lists.
- Marketing performance: Review marketing emails, campaigns and their assets, with performance reports covering traffic, engagement and contact lifecycle.
Less CRM admin, better answers
Updating records by hand, piecing together an account's history before a call, and pulling pipeline numbers for a weekly review all eat into time for actual selling and support. This skill handles that work carefully. It searches before creating anything, so you don't end up with duplicates. Research and reporting never change your data, and agents create, update, log activity or delete only when you ask. Ticket comments stay internal and never reach customers, and marketing data is read-only. It's built for HubSpot only and doesn't work with other CRMs.
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Use Case Scenarios
Sales Team Seeking Deal Momentum: A sales representative needs to quickly check the status of their top 10 deals, identify which ones are stuck in early pipeline stages, and pull contact information for decision-makers. The HubSpot skill enables rapid deal searching and retrieval of associated contacts and company details, allowing the rep to prioritize follow-ups and understand relationship history without switching between windows.
Customer Success Manager Handling Support Escalations: A CSM receives a support ticket and needs to understand the customer's full history—previous interactions, open tasks, related deals, and communication notes. This skill pulls ticket details, conversation history, associated contact information, and all linked activities in one workflow, providing complete context for faster resolution.
Marketing Team Running Campaign Analysis: A marketer wants to evaluate campaign performance, identify which contacts engaged with recent emails, and segment high-performers into targeted lists. The HubSpot skill retrieves campaign metrics, contact engagement data, and list management capabilities to support data-driven segmentation and personalized outreach.
Operations Professional Managing Data Quality: An operations lead needs to audit company records, verify ownership assignments, update contact information across multiple records, and ensure lists are current. This skill provides comprehensive search and update capabilities across companies, contacts, and lists to maintain CRM accuracy at scale.
Sales Manager Reviewing Team Performance: A sales manager wants to analyze recent calls and meeting transcripts to coach their team, track deal progression by owner, and identify bottlenecks in the pipeline. The skill retrieves call transcripts, deal pipelines, owner-specific searches, and deal properties to support data-backed coaching conversations.
Applications
Sales Organizations: Sales teams rely on HubSpot-skill to streamline pipeline management, accelerate deal research, and maintain updated contact and company records without manual CRM navigation. It's essential for representatives managing complex multi-contact deals and for managers analyzing team performance.
Customer Support & Success Teams: Support teams and customer success managers use this skill to contextualize tickets within broader customer relationships, pull conversation history, and track associated deals and tasks—critical for delivering informed, personalized support.
Marketing & Demand Generation: Marketing professionals leverage the skill for campaign performance analysis, contact segmentation, list management, and email engagement tracking to execute targeted, data-driven campaigns.
Business Operations & Administration: Operations professionals depend on this skill for CRM data governance, bulk contact and company updates, list maintenance, and ensuring data quality across the entire system.
Executive & Management Reporting: Leaders use the skill to quickly pull deal pipelines, performance metrics by owner, campaign results, and customer activity summaries for accurate, timely business reviews and forecasting.
