Claude Skill · Built by HubSpot
See where every deal stands
Get an instant snapshot of your pipeline, including what’s moving, what’s stalled, and what needs your attention today.
Know your pipeline without digging through your CRM.
The HubSpot Pipeline Pulse skill for Claude gives you a clear view of your deals in seconds. No need to manually filter or build reports. Just ask Claude and get a prioritized read on where things stand.
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See every deal by stage
Get a clear picture of your full pipeline – what’s in proposal, what’s negotiating, what’s about to close.
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Surface stalled deals before they go cold
Claude flags deals with no recent activity or missing next steps so you can act before they slip.
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Spot the gaps in your pipeline
Identify where deals are piling up and where you need to focus to hit your numbers.
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Generate follow-up tasks
Claude suggests next actions for stalling deals and can add them directly to HubSpot.
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.
/call-prep
Prep for every call
Prepare for every call with a full brief. Includes deal history, recent notes, open tasks, and company context.
Learn more
/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.
/import-contacts
Upload your contacts, fast
Bring in contacts from a CSV, pasted list, or email. Field mapping and duplicate detection included.
/contact-lookup
Details on any contact
Pull a full contact profile: deal status, lifecycle stage, last interaction, and open tasks.
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