{
 "schema": "aiblocks-page/1",
 "id": "gorgias-and-hubspot-customer-brief",
 "type": "skill",
 "name": "Gorgias and HubSpot customer briefing writer",
 "summary": "Share a customer name or email. Get CRM details, recent support tickets, contact activity and gaps in one brief.",
 "headline": "Gorgias and HubSpot customer briefing writer",
 "subhead": "Use a Composio setup linked to Gorgias and HubSpot, then share the customer’s name or email. It finds matching records, reads up to five recent tickets and gathers CRM activity. Get a brief with open issues, recent contact and proposed next steps. Mark missing history and keep any sentiment or risk label as a rough judgement, not a validated score.",
 "job": {
  "id": "help-customers",
  "name": "Help your customers"
 },
 "level": "intermediate",
 "thinking": "medium",
 "tested": true,
 "updated": "2026-10-28",
 "first_published": "2026-10-25",
 "inputs": [
  {
   "type": "question",
   "required": true,
   "label": "Question",
   "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like"
  },
  {
   "type": "tool_connection",
   "required": true,
   "label": "Tool connection",
   "what": "an AI connected to an outside tool or service, such as an MCP server"
  }
 ],
 "outputs": [
  {
   "type": "audit_report",
   "required": true,
   "label": "Audit report",
   "what": "findings with evidence, severity, missing inputs and next actions"
  }
 ],
 "you_give": [
  "A customer email or name.",
  "Access to your Gorgias account, linked through Composio CLI.",
  "Access to your HubSpot account, linked through Composio CLI."
 ],
 "you_get": [
  "A profile with company, title, lifecycle stage and owner.",
  "Ticket counts and a table of the five most recent tickets.",
  "A dated timeline of notes, emails and calls.",
  "A simple health score for sentiment, engagement and risk.",
  "A short list of recommended actions."
 ],
 "use_when": [
  "A customer writes in and you want their full history before you reply.",
  "You are about to call a customer and need to know their open issues.",
  "A teammate hands you an account and you need to catch up fast.",
  "You want to check if a customer is at risk before a renewal."
 ],
 "skip_when": [
  "The customer has no Gorgias or HubSpot record. Use a plain ticket export from your help desk instead.",
  "You cannot install Composio CLI or connect both accounts. Paste the ticket text and CRM notes into your AI and ask for a summary.",
  "You want to reply to the customer. Use your help desk reply box, then check the brief first."
 ],
 "output_sample": {
  "input": [
   "A customer email or name",
   "Your Gorgias account, connected through Composio CLI",
   "Your HubSpot account, connected through Composio CLI"
  ],
  "prerequisites": [
   "An AI that can run commands in a terminal",
   "Composio CLI installed",
   "Gorgias and HubSpot accounts linked to Composio"
  ],
  "output": [
   {
    "name": "Profile (HubSpot)",
    "contains": "Company, title, lifecycle stage, owner, created date, last activity and any useful custom fields."
   },
   {
    "name": "Support History (Gorgias)",
    "contains": "Total tickets, open tickets, average resolution time and the date of last contact."
   },
   {
    "name": "Recent Tickets",
    "contains": "A table of the latest tickets with subject, status, priority, created date and last update."
   },
   {
    "name": "Engagement Timeline (HubSpot)",
    "contains": "A dated table of notes, emails and calls with a short summary of each."
   },
   {
    "name": "Customer Health Score",
    "contains": "Sentiment, engagement and risk levels, based on recent tickets and how often they get in touch. This is the AI's estimate, so check it before you act on it."
   },
   {
    "name": "Recommended Actions",
    "contains": "Specific next steps based on the data found."
   }
  ]
 },
 "how_to_use": [
  "Use an AI that can run terminal commands, such as Claude Code. A plain chat window cannot run the live lookup.",
  "Install Composio CLI and link both accounts with composio link gorgias and composio link hubspot. Gorgias is a paid help desk. HubSpot has a free CRM plan, with paid extras. Composio may charge for use, so check its pricing before the first run.",
  "Add the skill folder and ask for the Customer 360 view.",
  "Give it the customer email or name.",
  "Check the brief. If one system has no match, it shows the other and says so.",
  "Approve any reply or account change yourself before it happens.",
  "Next, copy the brief into the HubSpot record, or use the Gorgias support reply writer to draft a reply you approve before sending."
 ],
 "checks": [],
 "next": [
  {
   "name": "Support issue cause investigator",
   "url": "https://useaiblocks.com/skills/support-issue-cause-investigator",
   "why": "Support issue cause investigator"
  },
  {
   "name": "Escalation brief writer",
   "url": "https://useaiblocks.com/skills/escalation-brief-writer",
   "why": "Escalation brief writer"
  },
  {
   "name": "Support ticket help article writer",
   "url": "https://useaiblocks.com/skills/solved-ticket-help-page-writer",
   "why": "Support ticket help article writer"
  }
 ],
 "source": {
  "by": "Composio",
  "repo": "composio-community/support-skills",
  "url": "https://github.com/composio-community/support-skills/tree/83382c4b055fc4e5b055044adb5bfb7585484c9a/customer-360",
  "licence": "MIT",
  "original_name": "customer-360",
  "commit": "83382c4b055fc4e5b055044adb5bfb7585484c9a"
 },
 "credits": [
  {
   "title": "customer-360 skill",
   "by": "Composio",
   "url": "https://github.com/composio-community/support-skills/tree/83382c4b055fc4e5b055044adb5bfb7585484c9a/customer-360",
   "used": "Copied under the MIT licence. We gave it a plain name, replaced the HubSpot placeholder call with steps built from the fetched schema, labelled the health score as an estimate, and added a next step that never sends anything. We added Before you start and After this sections that link to other AI Blocks steps."
  }
 ],
 "files": [
  "README.md"
 ],
 "links": {
  "page": "https://useaiblocks.com/skills/gorgias-and-hubspot-customer-brief",
  "markdown": "https://useaiblocks.com/skills/gorgias-and-hubspot-customer-brief.md",
  "json": "https://useaiblocks.com/skills/gorgias-and-hubspot-customer-brief.json",
  "instructions": "https://useaiblocks.com/skills/gorgias-and-hubspot-customer-brief/SKILL.md",
  "download": "https://useaiblocks.com/skills/gorgias-and-hubspot-customer-brief.zip",
  "api_item": "https://useaiblocks.com/api/v1/items/gorgias-and-hubspot-customer-brief",
  "api_document": "https://useaiblocks.com/api/v1/documents/skill/gorgias-and-hubspot-customer-brief",
  "mcp": "https://useaiblocks.com/mcp"
 }
}