pipeline-pulse
Quick pipeline snapshot — deals by stage, activity age, next step status, and closing timeline. Surfaces deals with no next step, highlights stalled deals, and proactively generates follow-up tasks you can add to HubSpot by replying. ALWAYS use this skill for any pipeline request — "how's my pipeline", "show me my pipeline", "show me my deals", "pipeline overview", "pipeline status", "which deals are stalling", "deal overview", "pipeline review", "weekly pipeline", "pipeline health", "clean up my pipeline", "audit my deals". This skill handles both quick snapshots and deeper deal reviews.
Install
With your agent
Install OMGSkills skill "hubspot/hubspot-mcp-plugins:HubSpot-Sales/skills/pipeline-pulse" 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/pipeline-pulse ~/.claude/skills/pipeline-pulseFrom README
Pipeline Pulse 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 — Fetch data (parallel) A. Deals — searchcrmobjects: objectType: deals filter: dealstage not in [closedwon, closedlost] properties: dealname, dealstage, amount, closedate, pipeline, hslastmodifieddate, hsnextstep, hubspotownerid limit: 50 B. Portal context — getorganizationdetails → store portalId, uiDomain C. Tasks — searchcrmobjects: objectType: tasks filter: hstaskstatus = NOTSTARTED, associations.deal IN [dealIds from A] properties: hstasksubject, hstaskstatus, hstimestamp, associations Identifies which deals already have an open task --- Phase 2 — Enrich with contacts and connector signals A. Batch-call getcrmobjects contacts for each deal's associated contactId → firstname, lastname, email. Store contact (display name) and contactEmail per deal. B.
More from this repo
call-prep
Prepares a focused brief before a sales call or meeting.
contact-lookup
Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and...
daily-brief
Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes).