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paywhereb
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crm-maintenance

Create and update HubSpot contacts, deals, and activities from email and calendar context.

Updated May 20, 2026
Search Tags:#hubspot#activity logging#crm maintenance#deal cleanup#contact deduplication#oauth workflows#sales ops
One-click install
npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill crm-maintenance
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: crm-maintenance
Source: https://github.com/paywhereb/paywhere-claude-plugins/tree/main/paywhere-smb/skills/crm-maintenance
Command: npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill crm-maintenance

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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  • Performs deal cleanup audits: Reviews a specific deal for stale or outdated fields (next step, close date, amount, missing associations) and proposes a side-by-side plan for approval.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."

Frequently Asked Questions about crm-maintenance

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I log email and call activities to the correct HubSpot deal?▼

To log email and call activities in HubSpot, the skill references email threads and calendar context to match engagements to the correct contact and deal. It requires HubSpot field mappings and an approval gate before writing externally visible data.

What is the best way to audit stale HubSpot deals for field updates?▼

Auditing stale HubSpot deals involves reviewing a specific deal for outdated fields like next step, close date, and amount. The skill proposes a side-by-side update plan for approval, never auto-advancing deal stages without explicit confirmation.

How does contact deduplication work when logging HubSpot CRM activities?▼

Contact deduplication resolves HubSpot contacts by case-insensitive email lookup. Missing contacts are only created with a clear announcement, and deals are never auto-created when a match cannot be resolved.

Can I automatically advance HubSpot deal stages during CRM maintenance?▼

No, you cannot automatically advance HubSpot deal stages. The skill enforces an approval gate for every externally visible write and never auto-advances deal stages or auto-deletes records without explicit approval.

Do I need OAuth workflows configured to update HubSpot contacts and deals?▼

Yes, OAuth workflows are required to authenticate and update HubSpot contacts and deals. The skill uses these workflows to securely create and update records, activities, and associations from your email and calendar context.

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