Loading...
Loading...
Found 262 Skills
WebCRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with WebCRM data.
Use when syncing contacts or lists to HubSpot CRM. Automatically uses HUBSPOT_API_TOKEN from environment.
Automate Zoho CRM tasks via Rube MCP (Composio): create/update records, search contacts, manage leads, and convert leads. Always search tools first for current schemas.
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.
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.
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.
NoCRM.io integration. Manage Leads, Persons, Organizations, Activities, Notes, Files and more. Use when the user wants to interact with NoCRM.io data.
Pancake CRM integration. Manage Recordses. Use when the user wants to interact with Pancake CRM data.
Recruit CRM integration. Manage Candidates, Jobs, Companies, Users, Notes, Files and more. Use when the user wants to interact with Recruit CRM data.
Uses MCP Connectors to read Gmail inbound leads, score them by ICP fit, draft personalized responses, and log qualified leads to your CRM. Turns your inbox into an automated pipeline.
SugarCRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with SugarCRM data.