post-call-deal-creator

Community

Automate post-call deals into HubSpot.

Authormiriamdong
Version1.0.0
Installs0

System Documentation

What problem does it solve?

After Miriam's sales calls, manually logging deals in HubSpot is error-prone and time-consuming. This Skill automates transferring relevant information from Fireflies transcripts into HubSpot, ensuring all deals are created or updated with a rich, contextual note.

Core Features & Use Cases

  • Automatically fetch Miriam's completed calls from Fireflies and filter to only Miriam's meetings and external calls.
  • Check HubSpot for existing deals by company; create new deals with default fields or append notes to existing deals.
  • Attach a structured qualification note capturing essential call details using a predefined template.

Quick Start

Fetch Miriam's today calls and create or update HubSpot deals with a detailed qualification note.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: post-call-deal-creator
Download link: https://github.com/miriamdong/mstack/archive/main.zip#post-call-deal-creator

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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