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Found 142 Skills
Retrieve yourself, customers, customer business records, customer opportunities, customer contacts, leads, opportunities, tags, and users, and initiate queries via scripts.
Parse sales input and create business records. Ask for supplementary information if any details are missing, and must confirm with the user before submission.
Presales Itinerary Management: Create, modify, delete, complete, and query presales itineraries, supporting AI parsing of natural language input.
First obtain customer information and follow-up records, determine the product matching path, and output targeted sales strategies. Supports two product lines: Pre-sales Digital Employee and Langtum Platform.
SugarCRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with SugarCRM data.
CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.
Use this skill when configuring CRM workflows, managing sales pipelines, building forecasting models, or optimizing CRM data hygiene. Triggers on Salesforce, HubSpot, CRM workflows, pipeline management, deal stages, forecasting, CRM automation, and any task requiring CRM architecture or process optimization.
NoCRM.io integration. Manage Leads, Persons, Organizations, Activities, Notes, Files and more. Use when the user wants to interact with NoCRM.io data.
NetHunt CRM integration. Manage Leads, Persons, Organizations, Deals, Pipelines, Activities and more. Use when the user wants to interact with NetHunt CRM data.
Lime CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Lime CRM data.
Nectar CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Nectar CRM data.
Workbooks CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Workbooks CRM data.