Onboarding
by HubSpota0c59600fc1dNo license4 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 days ago
Guided setup for a new or empty HubSpot portal. Captures sales goals and imports initial contacts to get the user started quickly. ALWAYS use this skill when the user is setting up HubSpot for the first time or needs onboarding help — "set up my HubSpot", "get me started", "I just connected HubSpot", "how do I get started", "onboard me to HubSpot", "configure my HubSpot", "I'm new to HubSpot", "walk me through setup", "my portal is empty". Also trigger when a brand-new user asks where to begin with their CRM.
Add to a SourceWeft workspace
- Open the skill in your dashboard and add it to a workspace.
- Enable it for the chats that should use it.
This skill is instructions only: it ships no scripts to execute.
Add to SourceWeftYou will be asked to sign in first, then taken straight to this skill.
Ask your agent to install it
Paste this prompt into Claude Code, Codex, Cursor or another agent that can run commands — or into SourceWeft chat. The agent reads this skill's install guide, shows you its source, license and scripts, and installs it with the SourceWeft CLI once you agree.
Read https://sourceweft.com/skills/gh-hubspot-hubspot-mcp-plugins-onboarding/install.md and install the skill it describes. Before installing, show me its source, license and whether it ships scripts, and wait for my OK. Ask me before changing anything else on my machine.Install it yourself from a terminal
For Claude Code, Codex, Cursor and other local agents. The SourceWeft CLI fetches the skill from its source repository at the commit scanned here, and verifies every file against the hashes recorded when the skill was scanned. If anything differs, nothing is written.
npx @sourceweft/cli skills install gh-hubspot-hubspot-mcp-plugins-onboardingAdd --agent claude-code, codex, cursor or universal to choose which agent gets it (Claude Code by default).
Upstream installer — not verified by SourceWeft
The open-source skills installer fetches the same pinned commit, but does not check the files against the hashes SourceWeft recorded.
npx skills add https://github.com/HubSpot/hubspot-mcp-plugins/tree/a0c59600fc1ddcf03ceca71aebf0c28aa55f49e3/HubSpot-Sales/skills/onboardingSource and attribution
Source:HubSpot/hubspot-mcp-pluginsinHubSpot-Sales/skills/onboardingat commita0c5960
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from HubSpot/hubspot-mcp-plugins
Pipeline Pulse
HubSpot
Summarizes open HubSpot deals by stage, flags stalled or overdue ones, and proposes follow-up tasks.
Log Call
HubSpot
Logs a completed call or meeting to HubSpot: writes a note, updates deal and contact fields, and creates a follow-up task.
Import Contacts
HubSpot
Imports contacts into HubSpot from any source — a CSV file, a pasted list, or data from connected apps like Gmail. Handles field mapping, duplicate detection, batch import, and company association. ALWAYS use this skill when the user wants to bring contacts into HubSpot — "import contacts", "upload a CSV", "add these people to HubSpot", "import my list", "bring in contacts from [source]", "I have a spreadsheet of contacts", "add contacts from my email", "migrate contacts", "sync contacts from [app]", "load my network". Trigger whenever the user wants to bulk-add people to the CRM, regardless of source.
Hubspot
HubSpot
HubSpot CRM assistant that answers lookups, stats and quick updates, and routes to specialized CRM skills.
Follow Up
HubSpot
Drafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes, and email history. Opens HubSpot with the email pre-populated so the rep can review and send with full tracking. If deal-related, updates the next step or deal stage as applicable. ALWAYS use this skill when the user wants to write or send outbound communication to a specific contact — "follow up with X", "draft an email to X", "send something to X", "check in with X", "reach out to X", "ping X", "touch base with X", "I need to reply to X", "draft a follow-up for [deal]", "write to X". Trigger on any request to compose outbound communication tied to a contact or deal.
Daily Brief
HubSpot
Builds a prioritised daily brief from HubSpot CRM data and connected apps, suggesting GTM tasks without creating them.
More in Productivity & Workflow
Github Issue Creator
microsoft
Turns raw notes, error logs, dictation, or screenshots into structured GitHub-flavored markdown issue reports.
Notion Spec To Implementation
openai
Turns Notion specs into implementation plans, linked tasks, and progress updates inside Notion.
Notion Research Documentation
openai
Researches Notion pages and synthesizes findings into cited briefs, comparisons, or reports published back to Notion.
Notion Meeting Intelligence
openai
Prepares meeting agendas and pre-reads using Notion context and research, tailored to attendees and meeting type.
Linear
openai
Guides an agent through managing Linear issues, projects, cycles and team workflows via the Linear MCP server.
Define Goal
openai
Turns a vague intention into a concrete, measurable goal with verification evidence and scope bounds.