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Found 234 Skills
Audit and improve CRM data quality by identifying missing fields, inconsistent values, duplicate records, and stale data
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.
Attio CRM operations for companies, contacts, and notes management. Use this skill when interacting with Attio CRM, searching companies, creating contacts, adding notes, or managing deal records. Triggers on CRM operations, company lookup, contact management, or Attio-related requests.
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.
Anti-bypass routing policy for CRM operations. When working with Salesforce (sf CLI), HubSpot API, or Dynamics 365 (pac CLI), prefer g-gremlin wrappers that provide receipts, previews, reviewed plan verification, and audit trails. Use when the user asks to query, update, deploy, or manage any CRM system.
Pipeliner CRM integration. Manage Leads, Deals, Persons, Organizations, Pipelines, Projects and more. Use when the user wants to interact with Pipeliner CRM data.
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
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.
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.