follow-up
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.
Install
With your agent
Install OMGSkills skill "hubspot/hubspot-mcp-plugins:HubSpot-Sales/skills/follow-up" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/HubSpot/hubspot-mcp-plugins /tmp/hubspot-mcp-plugins && ln -s /tmp/hubspot-mcp-plugins/HubSpot-Sales/skills/follow-up ~/.claude/skills/follow-upFrom README
Follow Up Tool names below are expected names for the HubSpot MCP connector. If a named tool isn't available, check for updates to the skill and/or alternates in the HubSpot toolset as available tools may change Phase 1 — Identify the contact Run simultaneously: getorganizationdetails → store portalId, uiDomain searchcrmobjects: objectType: contacts, query: name from message, properties: firstname, lastname, email, jobtitle, hsleadstatus, lifecyclestage, associatedcompanyid, noteslastcontacted, hsemaillastsenddate Multiple matches → disambiguation list (name, title, company), wait for confirmation. Store: contactId, contactEmail, firstName, companyId. Search deals filtered by associations.contact = contactId — store dealId, dealStage, dealPipeline, dealName, currentNextStep. --- Phase 2 — Research (parallel) A. CRM context getcrmobjects contacts, objectId: contactId, associations: deals, notes, tasks.
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