Audit and transfer CRM ownership safely.
What it does
Assigns, transfers, and audits ownership of CRM records across contacts, companies, deals, and tickets.
When to use it
Use for assigning, reassigning, auditing, transferring, or redistributing CRM record ownership, including rep departures.
How to use it
Give it an ownership assignment, transfer, or audit request; it inspects or updates the corresponding CRM records.
Uses
Good to know
- cannot be undone: HubSpot CRM records; /tmp/reassign.preview.jsonl; /tmp/by-owner.json
What you need · 3
Requires a HubSpot CRM portal containing users and records whose ownership can be inspected or changed.
Uses jq to resolve owner IDs, reshape records for updates, extract confirmations, and group ownership data.
Access · 4
This skill
HubSpot CRM records
Reassigns HubSpot CRM records (irreversible)
/tmp/reassign.preview.jsonl
Overwrites the reassignment preview (irreversible)