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Found 97 Skills
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.
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.
Designs team culture and sets standards of excellence using David Singleton (Stripe) and Dharmesh Shah (HubSpot) frameworks. Use when building teams, setting cultural values, creating rituals, or establishing excellence standards.
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
Synthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response templates. Accepts optional since-date argument.
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).
Clearbit (HubSpot) platform help — Person Enrichment, Company Enrichment, Reveal (IP-to-company), Prospector, Name to Domain, Form Shortening, Risk API, Breeze Intelligence, API & integrations. Use when asking 'how do I enrich leads with Clearbit', 'Clearbit API', 'Clearbit Reveal', 'Clearbit Prospector', 'Breeze Intelligence', 'Clearbit form shortening', 'Clearbit HubSpot'. Do NOT use for enrichment strategy across tools (use /sales-enrich), intent/visitor identification strategy (use /sales-intent), building prospect lists across tools (use /sales-prospect-list), or lead scoring strategy (use /sales-lead-score).
Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments.
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.
Use this skill when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows.
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.