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By hubspot

quote-to-cash

hubspot1.5k installs

Build HubSpot quotes and track incoming revenue.

What it does

Creates product catalogs and deal-linked quotes, and tracks invoices and subscription revenue in HubSpot.

When to use it

Use for product catalog creation, quote assembly, line-item associations, outstanding or overdue invoices, and active subscriptions.

How to use it

Give it a catalog, quote, or revenue-tracking request; it creates or updates HubSpot records or returns invoice and subscription information.

Uses

Good to know

  • cannot be undone: HubSpot

Latest review

What you need · 3

Requires the HubSpot CLI to inspect properties and operate on records.

Uses jq to construct line-item payloads and extract record IDs in the quote-building workflow.


Access · 2

This skill

HubSpot

Write

Creates and updates HubSpot records (irreversible)

/tmp/lineitems.jsonl

Write

Saves temporary line-item results