crm-maintenance
OfficialKeep HubSpot accurate with approvals
Marketing & Sales#hubspot#activity logging#crm maintenance#deal cleanup#contact deduplication#oauth workflows#sales ops
Authorpaywhereb
Version1.0.0
Installs0
System Documentation
What problem does it solve?
The crm-maintenance skill prevents CRM drift by updating HubSpot based on the user’s email and calendar context while keeping the user in control of externally visible changes.
Core Features & Use Cases
- Logs email and meeting activity: Creates HubSpot activities from referenced email threads and calendar events, linking them to the correct contact and deal.
- Performs deal cleanup audits: Reviews a specific deal for stale or outdated fields (next step, close date, amount, missing associations) and proposes a side-by-side plan for approval.
- Resolves HubSpot contacts and deals safely: Looks up contacts by email, creates missing contacts only with a clear announcement, and never auto-creates deals when a match can’t be resolved.
Quick Start
Say: "Log this call to the Acme deal and update the CRM notes."
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: crm-maintenance Download link: https://github.com/paywhereb/paywhere-claude-plugins/archive/main.zip#crm-maintenance Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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