Sales & CRM·v2.9.0

HubSpot Lifecycle and Lists Agent Skill

Manage HubSpot lifecycle stages and list segmentation in production without silently destroying CRM trust.

Context cost
19.1k tokensestimated from the bundle, loaded when it triggers
Bundle
3 files · 76.5 kBtext throughout, nothing executable
Licence
MITthe author’s own terms
Last change
—v2.9.0
Servers it uses
Noneruns standalone

What it does

Manage HubSpot lifecycle stages and list segmentation in production without silently destroying CRM trust. Covers lifecycle stage progression guards that prevent regression, dynamic list criteria drift, static list orphan detection, lead-scoring source-of-truth conflicts, webhook-missed-event recovery, and cross-portal list sync. Use when moving contacts through the funnel, building segment-based nurture flows, auditing list membership integrity, reconciling external lead scores with HubSpot native scoring, or standing up a webhook consumer that must never lose a membership-change event.

What this skill changes about the agent has not been set out here as a list. Its SKILL.md, shown below, says it in the author’s own words.

hubspotlifecyclemarketingmarketing-opssegmentation
Filed under

Sales & CRM

The skill itself

A skill is instructions the model reads, so you can see what you are getting: below is the start of its SKILL.md. The front matter loads with every session, the body loads when the skill triggers, and the whole file comes with the install.

SKILL.md21.7 kB · preview
--- name: hubspot-lifecycle-and-lists allowed-tools: Read, Write, Edit, Bash(curl:*), Bash(jq:*), Bash(python3:*), Grep version: 2.9.0 license: MIT author: Jeremy Longshore <jeremy@intentsolutions.io> compatibility: Designed for Claude Code tags: - hubspot - lifecycle - segmentation - marketing-ops ---
27# HubSpot Lifecycle and Lists
28
29## Overview
30
31Move contacts through the HubSpot funnel and maintain list integrity in a production system. This is not a setup walkthrough — it is the code your marketing-ops integration runs when a lifecycle stage update would silently regress a Customer back to Subscriber, when a dynamic list's criteria change orphans members who qualified last week, when a static list import references contacts that were deleted from the portal, when an external lead-scoring model creates a second source of truth that fights HubSpot's native scoring, when a list-membership webhook fires but your consumer returns 5xx and HubSpot never retries, and when an agency needs to mirror list membership across two portals that have no native sync API.
32
33The six production failures this skill prevents:
34
351. **Lifecycle stage regression** — HubSpot's PATCH /crm/v3/objects/contacts/{id} will set lifecyclestage to any valid value regardless of direction. Setting a Customer back to Subscriber silently destroys funnel attribution, invalidates reporting, and corrupts revenue forecasting. The API returns 200 OK. There is no built-in guard.
362. **Dynamic list criteria drift** — editing a dynamic list's filter criteria does not immediately re-evaluate existing members against the new rules. Members who no longer qualify remain in the list until the nightly background refresh completes, creating a stale membership window of up to 24 hours that can trigger incorrect nurture emails or suppression failures.
373. **Static list import orphans** — contacts added to a static list via import or POST /contacts/v1/lists/{listId}/add remain list members even after the underlying contact record is hard-deleted from the CRM. These orphan IDs return errors on any subsequent contact-level API call and pollute downstream sync pipelines.
384. **Lead scoring model disagreement** — writing an external score to a custom contact property while HubSpot's native Lead Scoring tool computes its own score creates two competing signals. Sales works from the HubSpot Score field; marketing automation triggers on the custom property. The two scores diverge and nobody knows which one to trust.
395. **List-membership webhook missed events** — HubSpot's webhook system delivers contact.propertyChange events for lifecyclestage updates and list-membership changes via HTTP POST with no retry on 5xx responses. A single downstream outage during a bulk-import window can drop hundreds of membership events permanently with no dead-letter queue or re-delivery mechanism.
406. **Cross-portal list sync** — agencies managing multiple HubSpot portals (e.g., a staging portal mirroring a production portal, or two franchisee portals needing shared suppression lists) have no native API to sync list membership between portals. Manual export-import lags by hours and has no idempotency guarantee.
41
42## Prerequisites
43
44- HubSpot account with a private app token scoped to:
45 - crm.objects.contacts.read
This is a preview of SKILL.md. Download or install the skill to get the whole thing.
In the file
SKILL.md2,652 words
Files3
LicenceMIT
Why you can read it

Nothing in a skill executes. The client loads the text and the model follows it, so a skill can be audited the way a runbook is — by reading it.

What it costs in context

Skills are not billed by the call. They are paid for in context: every token the instructions occupy is a token your code, your diff and your conversation cannot use. Here is what this one takes and when it takes it.

≈290
always loaded
The name and description, so the model knows the skill exists and when to reach for it.
18,835
on trigger
The instruction body and 2 supporting files, read only when the skill fires.
9.6%
of a 200k window
Ten skills this size would take about 96% of the window before you open a file.
050k100k150k200k context window

19.1k tokens, estimated from the bundle at four bytes to the token, held for the rest of the session once it triggers. Heavy. Teams tend to install this one per project rather than globally, and load it only when the job comes up.

Servers bill, skills cost

A server charges by the month. A skill charges once per session, in context, and then keeps charging it for as long as the session lives.

Before and after

The same question, put to the same model twice: once as it comes, and once with these instructions loaded.

No worked example has been published for this skill yet.

The procedure it runs

The procedure has not been set out here step by step. It is in the body of its SKILL.md: the start of it is shown above, and the whole file comes with the install.

Prose, not code

These steps are written for a model to follow, not executed by a runtime. It can still be told to skip one, and it will say so when it does.

Servers it uses

None. This skill calls no MCP servers at all.

Everything it needs is in the instructions, so it works in a project with nothing connected — the model reads the file and changes how it works with what it can already reach.

It asks the agent to write files, using whatever file access your client already has. Whether it reaches the network is not declared.

What it asks for
Writes filesyes
Network accessnot declared

Read from the allowed-tools line of this skill’s own SKILL.md. It also asks for Bash, which could do either, so what is not named there is not ruled out. A skill grants no permissions of its own — it can only ask for tools your client already has.

What it will not do

Every skill is narrow, and the useful ones say where they stop. These are the jobs this one is the wrong tool for.

What this skill is not for has not been published here. Nothing is implied by that: it is a section the author has not filled in.

What is in the bundle

3 files, 76.5 kB on disk. A bundle is text throughout: the instructions the model reads, plus the templates it fills in.

  • SKILL.md21.7 kB
  • references/API_REFERENCE.md16.6 kB
  • references/implementation-guide.md38.2 kB
What is not in it

No dependencies and nothing executable: a skill is text the agent reads, so the bundle is 3 files you can review in full before installing. The MIT licence covers the templates and examples as well as the instructions.

Install

Installing copies the bundle into your project. Nothing runs at install time — the files sit on disk until the model reads them.

# HubSpot Lifecycle and Lists · 19.1k tokens when loaded · macOS, Linux mkdir -p .claude/skills && t=$(mktemp -d) && curl -fsSL -o "$t/bundle.tar.gz" https://mcprush.com/api/skills/hubspot-lifecycle-and-lists/bundle.tar.gz && tar -xzf "$t/bundle.tar.gz" -C "$t" && [ -d "$t/hubspot-lifecycle-and-lists" ] && { [ ! -e .claude/skills/hubspot-lifecycle-and-lists ] || { mv .claude/skills/hubspot-lifecycle-and-lists "$t/.previous" && echo "Previous copy moved to $t/.previous"; }; } && mv "$t/hubspot-lifecycle-and-lists" .claude/skills/ && echo "Installed .claude/skills/hubspot-lifecycle-and-lists"
On Windows, or any OS with Node 20+
npx mcprush@latest skill add jeremylongshore/hubspot-lifecycle-and-lists

Windows PowerShell says 'running scripts is disabled on this system'? Run Set-ExecutionPolicy -Scope CurrentUser RemoteSigned once, or type npx.cmd instead of npx (codex.cmd, gemini.cmd, grok.cmd likewise). PowerShell 7 needs neither. Writes to .claude/skills/hubspot-lifecycle-and-lists/ in the current project. For every project instead, run mkdir -p ~/.claude/skills && t=$(mktemp -d) && curl -fsSL -o "$t/bundle.tar.gz" https://mcprush.com/api/skills/hubspot-lifecycle-and-lists/bundle.tar.gz && tar -xzf "$t/bundle.tar.gz" -C "$t" && [ -d "$t/hubspot-lifecycle-and-lists" ] && { [ ! -e ~/.claude/skills/hubspot-lifecycle-and-lists ] || { mv ~/.claude/skills/hubspot-lifecycle-and-lists "$t/.previous" && echo "Previous copy moved to $t/.previous"; }; } && mv "$t/hubspot-lifecycle-and-lists" ~/.claude/skills/ && echo "Installed ~/.claude/skills/hubspot-lifecycle-and-lists" (macOS, Linux) — or add --global to the npx line. The curl line replaces .claude/skills/hubspot-lifecycle-and-lists/ only after the download succeeds, so files left there by another skill of the same name, or by an older release, do not mix in. A copy already there is moved aside, not deleted, and the line prints where.

Which clients pick it up on their own

A skill is a folder of text. Most of these read a skills folder and pick it up without being told; the rest take the same folder another way — an upload in the app, a parameter on an API call — and then choose it by its description just the same.

Claude Code.claude/skills/
Claude DesktopCustomize › Skills
ChatGPTSkills › Create › Upload
Cursor.cursor/skills/
VS Code.github/skills/
Codex CLI.agents/skills/
Gemini CLI.gemini/skills/
Grok Build.grok/skills/
Microsoft CopilotSkills › Upload a skill
PerplexityComputer › Skills › Upload a skill
DeepSeek Harness.dsh/skills/
Zed.agents/skills/
Devin Desktop.devin/skills/
Windsurf (legacy).windsurf/skills/
OpenAI Agents SDKInstructions or sandbox Skills
HTTP / APIa request parameter
This release
Version2.9.0
Publishedno release date on file
PriceFree
Referencejeremylongshore/hubspot-lifecycle-and-lists

Versions

v2.9.0 is what is on the shelf; no release here carries a date. Instructions change more often than APIs do — a skill can be rewritten entirely without anything it depends on moving.

v2.9.0
  • No earlier releases have been published to the marketplace.
Pinning

The install command always fetches the release that is current the day you run it — v2.9.0 today — and cannot ask for an earlier one. The copy on your disk does not change until you run it again.

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