Sales

Find past-due, stale, incomplete, unexplained-loss, and likely test deals, then route each owner's flagged deals to them as one review task.

Classify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count).

Delete contacts with no email address from a HubSpot CRM instance.

Populate missing contact company name fields from associated company records using a HubSpot workflow with optional API backfill.

Backfill contact-level industry from associated company records using a HubSpot workflow.

Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Customer.

Identify duplicate company records by domain and name, export audit CSVs for review, and guide merging.

Build a HubSpot workflow that auto-enriches and stages new contacts upon creation.

Enrich HubSpot contacts (email, phone, job title) through an external enrichment provider and write results back safely.

Export all HubSpot workflows to versioned JSON files via the v4 Automation API, diff exports over time, and restore or recreate workflows from JSON.

ActiveCampaign API integration with managed OAuth.

Sync contacts and deals with a connected CRM, deduped, approval-gated.

Import CSV or Sheets data into a CRM or ESP with mapping and dedup, approval-gated.

Import leads into a CRM with dedup, scoring and consent checks, approval-gated.

Generate 3-5 lead magnet ideas from the brand's assets, graded by effort and power.

Design marketing automation: workflows, lead scoring, nurture triggers.

Pretest 2-6 message variants on CRM-grounded synthetic panels.

Update CRM pipeline deals with forecast impact, behind a typed approval gate.

Test 3-8 price points on CRM-grounded synthetic panels by script, find the optimum.

Mine raw signals (news, threads, sales notes) into content angles.

Use when platform-reported conversions disagree with GA4/ecommerce, when you suspect Meta and Google are double-counting the same sales, or for a standing…

Install and connect HubSpot's Agent CLI so Claude Code can run bulk and administrative HubSpot operations directly from the terminal: JSONL bulk writes…

Generate a phased implementation plan from a HubSpot audit report.

Audit the marketing side of a HubSpot portal: email deliverability, contact data completeness, engagement, lifecycle consistency, and list, workflow, and form…