Claude Skill · Built by HubSpot
Prep for every call
Claude pulls your CRM history, open deals, recent call notes, and company news so you can focus on the conversation.
Know your buyer before you say hello.
Save time researching and context-switching with HubSpot’s Call Prep skill for Claude. It surfaces everything you need to know about a contact before you get on a call, so you show up prepared every time.
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Pull full account context instantly
Pull contact history, deal stage, recent notes, and email threads at once.
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Surface company intel on demand
Get relevant company news and context so you can open the conversation with something real, not a generic icebreaker.
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Spot the gaps early
See where deals stand, what’s stalled, and what follow-up is overdue.
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Be ready for the objections
Surface likely objections based on your deal history and competitive standing so you’re not caught off guard.
How to add the skill to Claude
Get started with skills in less than a minute. Depending on your plan, the account owner may need to enable skills access.
Step 1 - Download the skill file
The skill will download as a ZIP file to your Downloads folder.
Step 2 - Navigate to Customize > Skills
Open Claude on web, desktop, or mobile and navigate to Customize > Skills.
Step 3 - Upload the skill
Select "Upload a skill" and upload the ZIP file containing the skill folder.
Step 4 - Use it in any conversation
Once installed, the skill can be triggered with a slash command, or in plain language. It works in any chat.
More skills in the HubSpot Sales Plugin
Eight purpose-built skills for your sales workkflow, from first contact to closed deal.
/daily-brief
Prioritize your day
Start your day with a prioritized summary of open deals, overdue tasks, and suggested next steps.
Learn more
/follow-up
Follow up with the right message
Draft a personalized follow-up grounded in your deal history and last conversation.
Learn more
/log-call
Never forget a conversation
Debrief in plain language and let Claude capture notes, update the deal stage, and create follow-up tasks.
Learn more
/pipeline-pulse
Spot what's stalling
See what's stalling, what's missing a next step, and what needs your attention.
Learn more
/contact-lookup
Details on any contact
Pull a full contact profile: deal status, lifecycle stage, last interaction, and open tasks.
Learn more
/import-contacts
Upload your contacts, fast
Bring in contacts from a CSV, pasted list, or email. Field mapping and duplicate detection included.
Learn more