Cleanup Deals
Skill AktivStandardize deal pipelines, remove test deals, and address deals with missing amounts or close dates. Coordinates with Salesforce sync if applicable.
To ensure accurate sales pipeline reporting and forecasting by maintaining clean, standardized deal data within HubSpot CRM.
Funktionen
- Standardizes deal pipelines
- Removes test/demo deals
- Addresses missing deal amounts
- Addresses missing close dates
- Provides audit and verification steps
Anwendungsfälle
- Use when pipeline reports are distorted by inaccurate deal data.
- Use to prepare CRM data for accurate forecasting.
- Use to ensure consistency across all deal records.
- Use when integrating with Salesforce sync and needing to maintain data integrity.
Nicht-Ziele
- Directly modifying deals synced from Salesforce without coordination.
- Bulk importing or exporting data beyond audit purposes.
- Managing or configuring Salesforce sync itself.
Documentation
- warning:Configuration & parameter referenceThe prerequisites mention an API token in `.env` and Python dependencies, but these are not explicitly documented with installation or configuration details.
Maintenance
- warning:Dependency ManagementThe skill requires `hubspot-api-client` but does not specify version pinning or a lockfile mechanism.
Security
- warning:Secret ManagementThe skill requires a HubSpot API token in `.env` but does not explicitly detail how this secret should be handled or secured.
- warning:Unguarded Destructive OperationsThe skill can delete test deals and change deal statuses. While it prompts for action, explicit confirmation gates for each specific destructive operation are not clearly detailed.
Code Execution
- warning:ValidationThe Python scripts interact with the HubSpot API, but there's no explicit mention or evidence of input/output validation or sanitization using a schema library.
- warning:Error HandlingThe provided Python snippets do not show explicit try-catch blocks or structured error reporting for API calls or script execution, which could lead to opaque errors.
Compliance
- info:GDPRThe skill operates on CRM deal data, which may contain personal information. While not directly submitting to a third party, the data is processed by the LLM, and additional sanitization is not explicitly detailed.
Portability
- warning:Runtime stabilityThe skill explicitly requires Python 3.10+ and `hubspot-api-client` installed via `uv`, which could lead to runtime issues if these are not met and there's no graceful fallback.
Errors
- warning:Actionable error messagesWhile the skill provides a rollback procedure, the error messages emitted during script execution are not detailed, and may not include specific remediation steps or root cause analysis.
Execution
- warning:Pinned dependenciesThe requirement for `hubspot-api-client` is stated, but no specific version pinning or lockfile is provided, leaving dependency versions unconstrained.
Scope
- warning:Dry-run previewWhile the skill includes a 'Before' audit stage, a specific `--dry-run` flag or equivalent for previewing destructive changes like deletion or status updates is not explicitly mentioned.
Safety
- warning:Halt on unexpected stateThe SKILL.md does not explicitly state that the workflow will halt on unexpected pre-state conditions (e.g., API errors during audit) with clear reporting.
Installation
Zuerst Marketplace hinzufügen
/plugin marketplace add TomGranot/hubspot-admin-skills/plugin install hubspot-admin-skills@hubspot-admin-skillsQualitätspunktzahl
Vertrauenssignale
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