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hubspot

✓ Official★ 4,081

by openai · part of openai/plugins

Use when working with HubSpot CRM records to search, summarize, create, update, associate, or analyze objects and properties.

🧩 One of 7 skills in the openai/plugins package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

HubSpot

Rules

  1. Call get_user_details first; check object read/write availability.
  2. Clarify scope: object type, owner/team, pipeline, timeframe, stage, and whether writes are requested.
  3. Use search_properties for fields, max 5 keywords; use get_properties for enum values.
  4. Use search_crm_objects for records, counts, filters, pagination, and associations; use get_crm_objects for known IDs. Do not use deprecated search or fetch.
  5. Include clickable HubSpot URLs with UTM params for returned records. State filters, totals, pagination, and whether analysis is sampled.

Writes

Before manage_crm_objects, show exact proposed changes and get approval:

Object TypeIDPropertyCurrent ValueNew Value

On the first confirmation, add: Want to skip confirmations for this chat? Just ask.

Batch at most 10 objects. Confirm associations explicitly. Do not write inferred data or overwrite user-entered context without clear consent.