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Deal lifecycle from the terminal v1.0.0
Use this resource to manage the HubSpot deal lifecycle: qualification, progression, follow-up and closing
New
- 472 downloads
- 148 likes
- 191 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install deal-pipeline-managementWith 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 loginThe agent runs the full deal lifecycle from the hubspot CLI: pipeline and stage discovery, qualifying marketing leads into deals with their associations, bulk advancement and reassignment, finding stalled deals and closing them. You manage sales without using the interface.
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- Apache-2.0
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What you get
- resources/lifecycle-stage-progression.md: lifecycle stage values and paired contact updates
- resources/stalled-deal-queries.md: stalled deal queries with dynamic dates
- SKILL.md: pipeline discovery and lead qualification
Good fit for
- You want to turn qualified leads into deals in one go
- You are looking for deals with no activity for several weeks
Not for
Tags
- deals
- pipeline
- qualification
- follow-up
- hubspot
About
You say
“List the deals with no activity for thirty days in the main pipeline, then move them to follow-up.”
Skill published by hubspot under the Apache-2.0 license, delivered in its original version.
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How to use it
- Install the skill in your agent's skills folder
- Ask your agent to manage the HubSpot deal lifecycle: qualification, progression, follow-up and closing
- Review and adjust the result
Content preview
Files
- LICENSE11.8 KB
- NOTICE-PALATEKIT.md0.5 KB
- resources/lifecycle-stage-progression.md3.1 KB
- resources/stalled-deal-queries.md3.2 KB
- SKILL.md11.7 KB
Origin and licence
Listed unmodified
- Author
- hubspot
- Source
- github.com/hubspot/agent-cli-skills/tree/b310eb544776345b512163e1db99badf712068d0/deal-management
- Licence
- Apache-2.0
Notice
« deal-management » (hubspot, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
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