Onboarding
作者 HubSpota0c59600fc1d無授權條款4 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫2 天前更新
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.
僅公開檔案列表。將技能安裝到工作區後即可檢視檔案內容。
| 路徑 | 大小 | 類型 |
|---|---|---|
| SKILL.md | 15 KB | text/markdown |
來源與署名
來源：HubSpot/hubspot-mcp-plugins位於HubSpot-Sales/skills/onboarding提交a0c5960
授權條款： 無授權條款
內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。
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Pipeline Pulse
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將已完成的通話或會議記錄到 HubSpot：寫入備註、更新交易與聯絡人欄位，並建立後續任務。
Import Contacts
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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
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HubSpot CRM 助理，負責查詢、統計與快速更新，並轉接至專用 CRM 技能。
Follow Up
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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.
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