Lifecycle Progression Workflow

v1.0.0

Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Customer. Each transition is triggered by a sp...

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MIT-0
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LicenseMIT-0 · Free to use, modify, and redistribute. No attribution required.
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high confidence
Purpose & Capability
Name/description match the content: the SKILL.md is a HubSpot-focused guide for building lifecycle progression workflows. It does not request unrelated credentials, binaries, or system access.
Instruction Scope
Instructions are limited to building HubSpot contact-based workflows and give three build methods (manual UI, HubSpot Breeze, Claude Chrome extension). They do not ask the agent to read local files, environment variables, or other system state. Note: the guidance to use a browser extension or external AI to interact with the HubSpot UI implies granting those tools access to your HubSpot session—review permissions and behavior of those tools before enabling them.
Install Mechanism
No install spec and no code files; this is instruction-only, so nothing will be written to disk or downloaded by the skill itself.
Credentials
The skill declares no required environment variables, credentials, or config paths. All described actions operate inside HubSpot and the user's browser/account; no unnecessary secrets are requested.
Persistence & Privilege
always is false and the skill does not request persistent presence or modify other skills. Default autonomous invocation is allowed by platform policy (not flagged here) but this skill being instruction-only limits its ability to act without user mediation.
Assessment
This skill is a coherent how-to for building HubSpot lifecycle workflows and appears safe as-is. Before using: (1) ensure you have the required HubSpot plan and test workflows in a sandbox or with test contacts; (2) if you use HubSpot Breeze or a third-party extension (e.g., Claude Chrome extension), review and limit what those tools can access in your browser/HubSpot session—they may require account access to operate; (3) always verify enrollment/AND conditions and re-enrollment rules after any AI-suggested generation; and (4) do not paste or store credentials into prompts or third-party tools. If you want stronger assurance, request a version of the guide that includes explicit safety/test steps and recommended permission scoping for any browser extensions used.

Like a lobster shell, security has layers — review code before you run it.

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License

MIT-0
Free to use, modify, and redistribute. No attribution required.

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