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/install new-contact-hygiene-workflow
Description
Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage, copies company name and industry from associated com...
Usage Guidance
This skill provides UI instructions for creating a HubSpot workflow and does not ask for credentials or install code. Before using: (1) verify you have the required HubSpot plan and workflow permissions; (2) if you use Breeze or a third‑party extension (e.g., Claude Chrome extension), review and consent to their access to your browser/Hu bSpot data—do not enable extensions you don't trust; (3) manually review all trigger and branch logic after any AI-generated skeleton (Breeze) because the skill warns Breeze often misconfigures triggers; (4) test the workflow in a sandbox or on a small sample before rolling out to production. If you want, provide the ambiguous '/enrich-company-name' and '/enrich-industry' references (what system they run in) and I can re-check for any additional concerns.
Capability Analysis
Type: OpenClaw Skill
Name: new-contact-hygiene-workflow
Version: 1.0.0
The skill bundle is a documentation-only guide for manually or semi-automatically creating a HubSpot workflow for contact enrichment. It contains no executable code, and the instructions in SKILL.md are consistent with legitimate CRM automation practices, including a prompt for HubSpot's Breeze AI and guidance for UI-based configuration.
Capability Assessment
Purpose & Capability
The name and description claim to produce a HubSpot workflow and the SKILL.md contains step‑by‑step UI instructions and alternative UI/extension approaches (Breeze, Claude). Nothing in the skill requests unrelated binaries, environment variables, or system access—requirements are proportionate to building a HubSpot workflow.
Instruction Scope
Instructions stay within the HubSpot workflow-building scope (manual UI steps, Breeze skeleton, or using a Chrome extension to operate the UI). Minor notes: it references running '/enrich-company-name' and '/enrich-industry' for existing data (these appear to be internal enrichment steps/endpoints and are reasonable but ambiguous), and it recommends using the Claude Chrome extension which would require giving that extension access to your HubSpot UI—users should be aware of the privacy/trust implications before enabling such an extension.
Install Mechanism
No install spec and no code files are provided (instruction-only). There is no download or executable installation activity, which is lowest-risk for this kind of skill.
Credentials
The skill requests no environment variables, credentials, or config paths. Required HubSpot plan and workflow permissions are reasonably documented as prerequisites and are appropriate for the task.
Persistence & Privilege
The skill does not request always: true and does not attempt to modify other skills or system settings. It is user-invocable and can be run by the agent when called—this is normal and expected for an instruction-only skill.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install new-contact-hygiene-workflow - After installation, invoke the skill by name or use
/new-contact-hygiene-workflow - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Initial release of the "New Contact Hygiene Workflow" skill.
- Provides step-by-step instructions to manually build a HubSpot workflow that enriches and stages every new contact upon creation.
- Ensures new contacts are set to "Lead," and copies company name and industry from the associated company.
- Outlines limitations of the HubSpot Workflows API and explains why workflow must be built in the UI.
- Details three workflow-building options: manual UI build (recommended), HubSpot Breeze AI (with critical caveats), and Claude Anthropic Chrome extension.
- Includes testing, verification, workflow rollback steps, and covers edge cases.
Metadata
Frequently Asked Questions
What is New Contact Hygiene Workflow?
Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage, copies company name and industry from associated com... It is an AI Agent Skill for Claude Code / OpenClaw, with 133 downloads so far.
How do I install New Contact Hygiene Workflow?
Run "/install new-contact-hygiene-workflow" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is New Contact Hygiene Workflow free?
Yes, New Contact Hygiene Workflow is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does New Contact Hygiene Workflow support?
New Contact Hygiene Workflow is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created New Contact Hygiene Workflow?
It is built and maintained by TomGranot (@tomgranot); the current version is v1.0.0.
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