Claude skill · Pipeline and forecast
Account context: the full HubSpot history on one page
Account context reads only your CRM and writes one pinned note per account: the buying group by role, every meeting and reply, past deals and why they closed, and the strongest signal.
Claude Code/plugin marketplace add revops-lab/agents/plugin install pipeline@revopslab
What does Account context do?Account context reads only your CRM and writes one pinned note per account: the buying group by role, every meeting and reply, past deals and why they closed, and the strongest signal. When an account changes owner, the next person starts with the full picture.
What you get
- Buying group by role and missing roles
- Last real two-way conversation
- Open, won and lost deals with reasons
- One pinned note, replaced on every run
What it asks you
Only what your website, CRM and company context cannot answer.
- Which account? (by name or domain)
The method
Relationships, not activity
It counts replies and meetings, not opens, because Apple Mail Privacy Protection and security scanners open emails automatically. Buying-role counts show single-threaded accounts, where most stalls begin.
The research behind it: Buying groups, Email opens are unreliableReads these HubSpot fields
The skill names each field and its internal name, and checks them with HubSpot first. It proposes before it writes anything.
- Recent sales email replied date
- Recent sales email open date
- Last contacted
- Last activity date
- Next activity date
- Number of open deals
- Total revenue
- Number of decision makers
- Buying role
- Original traffic source