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CRM enrichment by upsert from a file v1.0.0

Use this resource to match an external file to the CRM and write the enriched data in a single pass

New

  • 327 downloads
  • 123 likes
  • 145 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install crm-data-enrichment-upsert

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent matches a CSV or JSONL file of contacts (by email) or companies (by domain) to the CRM, then writes the data in one pass with hubspot objects upsert. It plans a preview, a confirmation and per-row result handling. You avoid the search-then-create loop.

Mostly picked by

Updated November 2, 2026

Card for the “CRM enrichment by upsert from a file” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: upsert on a natural key, without a search-then-create loop
  • SKILL.md: converting CSV or JSONL into an upsert stream
  • SKILL.md: preview, execution and per-record error handling

Good fit for

  • You have an events list and want to complete existing records
  • Your prospect export must be updated in the CRM without duplicates

Not for

    Tags

    • enrichment
    • upsert
    • contacts
    • csv
    • hubspot

    About

    You say

    “Enrich the contacts in this trade-show CSV by email and create those that do not exist yet, after a preview.”

    Card for the “CRM enrichment by upsert from a file” skill

    Skill published by hubspot under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to match an external file to the CRM and write the enriched data in a single pass
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.8 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.8 KB

    Origin and licence

    Listed unmodified

    Author
    hubspot
    Source
    github.com/hubspot/agent-cli-skills/tree/b310eb544776345b512163e1db99badf712068d0/data-enrichment
    Licence
    Apache-2.0

    Notice

    « data-enrichment » (hubspot, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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