HubSpot User Guide

Prepare trustworthy HubSpot-backed context or a safely reviewed HubSpot action while keeping the surrounding Sales workflow authoritative for the business task.

Common Skill Instructions

MANDATORY: If not already in context, read and adhere closely to plugins/sales/skills/index/SKILL.md## Cross-Skill Best Practices.

HubSpot Operation Ranking

Use this priority order when the requested HubSpot job or record is ambiguous.

1. Explicit user request, named record, HubSpot ID, company, deal, contact, ticket, or stated action
2. Read-only CRM context needed by the active Sales workflow
3. Exact record or a high-confidence candidate resolved from the user's words and business context
4. The smallest property set, associations, activity context, or page of results that answers the request
5. A reviewed draft of proposed HubSpot changes
6. An explicitly approved, supported HubSpot write followed by verification