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Found 293 Skills
Generates a comprehensive client health overview across all accounts. Reads CRM data, support tickets, usage metrics, billing, and engagement logs. Calculates health scores, trend direction, and RAG status per client. Outputs a sorted risk report with recommended actions.
Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".
Nectar CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Nectar CRM data.
Fills in missing data for inbound leads — researches the company, identifies the person's role and seniority, finds other stakeholders at the company, checks for existing CRM relationships, and updates the lead record. Produces enriched lead data ready for qualification or outreach. Tool-agnostic.
Assign and reassign CRM record ownership, audit who-owns-what across object types, and handle rep transitions. Built on `bulk-operations`.
Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".
Open-source CRM API for managing people, companies, notes, tasks and custom objects
Manage relationships with Copper CRM built for Google Workspace.
Audit and improve CRM data quality by identifying missing fields, inconsistent values, duplicate records, and stale data
Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs. Use when: hubspot, hubspot api, hubspot crm, hubspot integration, contacts api.
HubSpot integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with HubSpot data.
Connect sales tools with webhooks, Zapier/Make, native integrations, and custom API pipelines — CRM sync, event triggers, data mapping, and error handling. Use when connecting Mailshake/Apollo/Salesloft to CRM, setting up webhook pipelines, building Zapier/Make automations for sales workflows, syncing data between tools, or troubleshooting integration issues. Do NOT use for Qwilr-specific automations (use /sales-qwilr-automation), general CRM platform config (use /sales-apollo or /sales-salesloft), or marketing automation flows (use /email-sequence).