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Found 77 Skills
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.
List, inspect, create, update, and delete HubSpot workflows (v4 flows API) from the CLI.
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.
Manage HubSpot CRM contacts, companies, deals, and CMS content via API. Use when the user says "add contact to HubSpot", "create deal", "search CRM", "HubSpot contacts", "update deal stage", "CRM report", "HubSpot pages", or asks about managing their sales pipeline, CRM data, or HubSpot content.
Expert sales operations and analytics guidance for revenue teams. Use when designing CRM workflows, building sales dashboards, optimizing pipeline analytics, creating lead routing rules, designing territories, calculating commissions, managing data quality, building forecasting models, or integrating sales tech stack. Covers Salesforce, HubSpot, Outreach, Gong, and RevOps best practices.
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Expert n8n workflow automation consultant for B2B sales and GTM teams. Use when the user asks about n8n workflows, n8n nodes, n8n triggers, n8n webhooks, n8n credentials, n8n self-hosting, n8n Docker setup, n8n queue mode, n8n error handling, n8n sub-workflows, Clay + n8n integration, n8n CRM automation, n8n pricing, n8n vs Zapier vs Make, or building automations with n8n. Also triggers on "n8n workflow", "n8n automation", "n8n webhook", "n8n node", "n8n self-host", "n8n Docker", "n8n queue", "n8n Clay", "n8n HubSpot", "n8n Salesforce", "n8n vs Zapier", "n8n pricing", "workflow automation". Do NOT use for Clay-only questions without n8n context or general automation strategy without n8n.
Mixmax platform help — sequences, email tracking, one-click meetings, rules engine, dialer, AI Compose, Salesforce/HubSpot integration, polls, reporting. Use when asking 'how do I do X in Mixmax', setting up Mixmax sequences, configuring Mixmax rules or automations, connecting Mixmax to Salesforce or HubSpot, using Mixmax scheduling, or troubleshooting Mixmax tracking. Do NOT use for general outbound cadence strategy (use /sales-cadence), cross-platform email deliverability (use /sales-deliverability), meeting scheduling strategy (use /sales-meeting-scheduler), email tracking strategy (use /sales-email-tracking), or connecting Mixmax to other tools via Zapier (use /sales-integration).
Build automations connecting Qwilr to CRM and other tools via API, Zapier, or native integrations. Use when connecting Qwilr to HubSpot, connecting Qwilr to Salesforce, setting up Qwilr Zapier workflows, auto-generating proposals from CRM data, using the Qwilr API, automating proposal creation, syncing Qwilr with CRM, configuring Qwilr webhooks, or building Qwilr integrations.
Bluedot platform help — bot-free AI note-taker with video recording, Chrome extension + desktop/mobile apps, Svix webhooks, screen recording with webcam overlay. Use when setting up Bluedot for a sales team, configuring Bluedot webhook integrations, syncing Bluedot meeting notes to HubSpot or Salesforce, troubleshooting Bluedot desktop app crashes or recording drops, choosing between Bluedot plans (Free/Basic/Pro/Business), comparing Bluedot vs Fathom or Fireflies for bot-free recording, or debugging Bluedot Chrome extension issues in managed IT environments. Do NOT use for comparing all note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
Set up the Pica CLI and MCP server so AI agents can interact with Gmail, Slack, HubSpot, Stripe, and 200+ platforms. Handles installation, initialization, and first connection.
Universal fallback for executing actions across 1,000+ apps when no other skill is available. Use this skill ONLY when user requests an action on an app/service not covered by other skills (e.g., Notion, Asana, Trello, HubSpot, Airtable, Linear, Monday, Zendesk, Intercom, Stripe, Shopify, QuickBooks, Zoom, Microsoft 365, Dropbox, Box, Figma, Jira, Confluence, etc.). Do NOT use if another skill already handles the service. Triggers on requests to connect to external apps, execute actions on third-party services, or when user asks "can you actually do X" for an unsupported service.