Enrich hubspot contacts
HubSpot enrichment is an Agent Skill: a written method your AI applies on demand, in Zealos or in any client that reads SKILL.md.
HubSpot enrichment is an Agent Skill: a written method your AI applies on demand, in Zealos or in any client that reads SKILL.md.
Enrichment is worth automating only with a rule about what not to write: a contact record improved with three verified fields is more useful than one filled completely with two guesses.
| name | crm-field-conventions |
|---|---|
| description | What belongs in each CRM field, and what to leave blank rather than guess. Use whenever writing to a contact, company or deal record, or logging activity after a call or email. |
| allowed-tools | none — this skill adds judgement, not reach |
| compatibility | Zealos, Claude Code, Cursor, Codex and any client that reads SKILL.md |
| license | Free to use and edit |
--- name: crm-field-conventions description: What belongs in each CRM field, and what to leave blank rather than guess. Use whenever writing to a contact, company or deal record, or logging activity after a call or email. --- # CRM field conventions ## The rule that matters most **Leave a field blank rather than infer it.** A blank field is a known unknown. A guessed field is an unknown unknown, and it will be reported on, forecast against, and used to route a lead. If a value was not stated by the customer or recorded in a source you can cite, do not write it — say what is missing and why. Never infer: budget, headcount, timeline, decision maker, competitor, industry from a company name, seniority from a title alone. ## Fields - **Next step** — one action, with an owner and a date. "Follow up" is not a next step. If there is no agreed next step, leave it empty; that emptiness is the most useful signal in the pipeline. - **Close date** — what the buyer said, not what the quarter needs. If they have not said, leave it and note that it is unset. - **Amount** — the discussed figure. If it is a range, take the low end and note the range in the deal notes. - **Stage** — moved by evidence, not by optimism. Every stage has an exit criterion; if you cannot name the evidence, do not advance it. - **Notes** — what was said, attributed. Quote where the wording matters. Separate observation from interpretation. - **Contact role** — only from a stated org relationship, never from a title. ## After a call or email Write the recap first, then extract fields from it. Extracting straight from memory is where invented values come from.
Enrichment stops being the process that makes reports look complete while making them less true.
The contact record you work from has three fields you can rely on rather than twelve you have to spot-check.
Segmentation improves because the fields driving it are evidenced, which is what stops a campaign going to the wrong half of a list.
Anything a human entered, and anything that cannot be cited — budget, timeline and decision maker being the three that cause the most damage when guessed.
Yes. Name them in the skill and say what each means; the agent's HubSpot tools handle the write.
Yes. Tool approvals are per-tool and independent of skills, so CRM writes can sit in a review queue while reads run freely.
Post-call automation turns a recorded conversation into the three things that outlive it: the commitments each side made, the fields that changed, and the follow-up that has to go out today.
/call-recap-formatAn AI SDR agent is only as good as the definition of a good customer it is working from, which is why the fit criteria belong in a written skill rather than buried in a prompt nobody can find.
/our-icpCRM data hygiene survives AI only if one rule is written down first: a field left blank is a known unknown, while a field filled in by inference is an unknown unknown that will be reported on as fact.
/crm-field-conventionsQualification is a claim about evidence, not a score: a deal is qualified when every criterion has a source you can quote, and unevidenced criteria are named rather than filled in optimistically.
/meddiccA pipeline review is useful in proportion to how uncomfortable it is: the job is to find the deals that are slipping quietly, not to narrate the ones everybody already knows about.
/meddiccAn account plan is worth the hour only if it names the one unknown that would most change your approach — everything else in a plan template is decoration you will never re-read.
/our-icp