workflow-automation
List, inspect, create, update, and delete HubSpot workflows (v4 flows API) from the `hubspot` agent CLI, not the `hs` developer CLI.
communication-history
Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.
Full skill instructions
Read bulk-operations/SKILL.md first — JSONL piping, batch read, and jq reshape patterns (resources/json-patterns.md) apply. hubspot activities list --help is the source of truth.
activities list returns one flat row per activity, sorted newest-first: {id, type, timestamp, lastModified, title, body, status, owner_id}. timestamp and lastModified are ISO 8601; type is CALL|EMAIL|NOTE|MEETING|TASK. Different from the raw hs_call_* / hs_timestamp (Unix ms) on the underlying objects — fetch those with hubspot objects get --type calls if needed.
For point-in-time filtering compare lastModified (hs_lastmodifieddate, when the body was last edited), not timestamp (engagement creation time) — otherwise you include content edited after your cutoff.
Pass exactly one of --contact, --deal, --company, --ticket (or --type <object_type> --record <id> for any other object type). Use --activity-type CALL|EMAIL|NOTE|MEETING|TASK to filter by activity kind, --limit N for the most recent N. Note --type is now the object-type flag, not the activity-kind filter:
hubspot activities list --contact 73235
hubspot activities list --deal 67890 --activity-type CALL
hubspot activities list --type subscriptions --record 45123 --activity-type NOTE
hubspot activities list --contact 73235 --limit 10
ISO 8601 strings compare lexicographically.
CUTOFF=$(date -v-30d +%Y-%m-%dT%H:%M:%SZ) # macOS
# CUTOFF=$(date -u -d '30 days ago' +%Y-%m-%dT%H:%M:%SZ) # Linux
hubspot activities list --contact 73235 \
| jq -c --arg cutoff "$CUTOFF" 'select(.timestamp > $cutoff)'
hubspot activities list --contact 73235 --limit 20 \
| jq -r '"\(.timestamp[0:10]) \(.type) \(.title)"'
Four piped commands: contact + company + open deals + activity. Use batch objects get over stdin — never xargs -I{} (see bulk-operations/SKILL.md).
cid=73235
echo "=== Contact ==="
hubspot objects get --type contacts $cid \
--properties email,firstname,lastname,phone,jobtitle,lifecyclestage --format table
echo "=== Company ==="
hubspot associations list --from contacts:$cid --to companies \
| jq -c '{id}' \
| hubspot objects get --type companies --properties name,domain,industry,annualrevenue --format table
echo "=== Open Deals ==="
hubspot associations list --from contacts:$cid --to deals \
| jq -c '{id}' \
| hubspot objects get --type deals --properties dealname,amount,dealstage,closedate,hs_is_closed \
| jq -c 'select(.properties.hs_is_closed != "true")'
echo "=== Recent Activity ==="
hubspot activities list --contact $cid --limit 10 \
| jq -r '"\(.timestamp[0:10]) \(.type) \(.title)"'
Fetch the transcript for a single call or meeting by its activity ID (from hubspot activities list). Defaults to CALL; pass --activity-type MEETING for a meeting, and --fields to limit which enrichment fields are fetched:
hubspot activities transcript get 54321
hubspot activities transcript get 54321 --activity-type MEETING
hubspot activities transcript get 54321 --fields recordingUrl,aiSummary
Dump all call transcripts to a file:
hubspot objects list --type calls --limit 100 --properties hs_call_title \
| jq -r '.id' \
| while read -r call_id; do
hubspot activities transcript get "$call_id"
done > /tmp/transcripts.jsonl
Output shape: {"transcriptId":"...","activityId":...,"transcriptSource":"...","transcriptStatus":"READY","numUtterances":3,"recordingUrl":"...","aiSummary":"...","transcriptionProvider":null,"utterances":[...],"createdAt":"...","updatedAt":"..."}. transcriptStatus, numUtterances, recordingUrl, aiSummary, and transcriptionProvider are the five enrichment fields — present only on enriched transcripts, and --fields limits which are fetched. The utterances array holds the speech content; empty if no transcript was recorded or uploaded.
Deleting a transcript is irreversible: hubspot activities transcript delete <id> --dry-run first, then re-run with --digest/--confirm (confirm the target name from the preview line).
--limit defaults to 100 and there is no --after cursor — long histories can't be paged. body can be long; use the compact timeline for skimming.List, inspect, create, update, and delete HubSpot workflows (v4 flows API) from the `hubspot` agent CLI, not the `hs` developer CLI.
Run the full deal lifecycle from CLI — discover pipelines/stages, qualify MQLs into deals with associations, advance/reassign in bulk, hunt stalled deals, and close.
Daily briefings, pipeline snapshots, and win/loss analysis from the terminal — closing-this-week, open pipeline by stage/owner, and closed-won vs closed-lost over a period.
Discover, create, update, and delete custom CRM object schemas. Use when defining a new object type, inspecting existing schemas, or removing one. Record CRUD on custom objects is identical to standard objects — see `bulk-operations`.
Match external CSV/JSONL records to CRM contacts (by email) or companies (by domain) and write enriched data back in one pass using `hubspot objects upsert`.
Log sales activities — calls, notes, meetings, tasks — against contacts and deals, with the mandatory create-then-associate step that makes them visible in the CRM.
Assign and reassign CRM record ownership, audit who-owns-what across object types, and handle rep transitions. Built on `bulk-operations`.
Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale. Builds on `bulk-operations`; defers activity-creation specifics to `sales-execution`.
Build a targeted contact segment by filtering on lifecycle, engagement, jobtitle, geography, or firmographics — then export it as JSONL for a campaign or downstream tool.
Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.
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