onboarding
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.
Install
With your agent
Install OMGSkills skill "hubspot/hubspot-mcp-plugins:HubSpot-Sales/skills/onboarding" 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/onboarding ~/.claude/skills/onboardingFrom README
Onboarding 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 Act as a HubSpot onboarding advisor. Work conversationally — one step at a time. --- Step 0 — Verify connection Before making any API calls, check whether HubSpot connector tools are available in the current session. Look for tools like getuserdetails in your available tool list. If HubSpot tools are NOT available: Call suggestconnectors with ["hubspot", "crm"] Tell the user: "HubSpot isn't connected yet — connect it below and I'll pick up from there." Stop.
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