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Assigning and reassigning CRM record ownership v1.0.0

Use this resource to assign and reassign CRM record ownership, including when a rep leaves

New

  • 554 downloads
  • 176 likes
  • 198 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install record-ownership-reassignment

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 assigns and reassigns CRM record ownership, audits who owns what by object type and handles rep transitions. It resolves an owner ID from an email, finds the affected records, then reassigns in bulk with a preview, a confirmation and a recovery path. You get controlled reassignments.

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Updated November 2, 2026

Card for the “Assigning and reassigning CRM record ownership” 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: resolving an email to an owner ID
  • SKILL.md: finding records by owner and records with no owner
  • SKILL.md: bulk reassignment with preview then execution, and the rep-leaves workflow

Good fit for

  • A rep leaves the team and their records must be picked up
  • You want to check who follows which accounts in the CRM

Not for

    Tags

    • ownership
    • reassignment
    • crm
    • team
    • hubspot

    About

    You say

    “Reassign all of Paul's deals to Julie after a preview, and list the records that have no owner.”

    Card for the “Assigning and reassigning CRM record ownership” 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 assign and reassign CRM record ownership, including when a rep leaves
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.8 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.9 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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