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Found 262 Skills
Agile CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Agile CRM data.
PipelineCRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with PipelineCRM data.
Teamwork CRM integration. Manage Deals, Persons, Organizations, Leads, Projects, Activities and more. Use when the user wants to interact with Teamwork CRM data.
Pipeliner CRM integration. Manage Leads, Deals, Persons, Organizations, Pipelines, Projects and more. Use when the user wants to interact with Pipeliner CRM data.
Comprehensive guide for developing on EspoCRM - metadata-driven CRM with service layer architecture
When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' or 'data hygiene.' For cold outreach emails, see cold-email. For email drip campaigns, see email-sequence. For pricing decisions, see pricing-strategy.
Find incomplete records, normalize field values in bulk, dedupe with `hubspot objects merge`, and audit custom properties. Builds on `bulk-operations` for JSONL piping and dry-run/digest/confirm.
Manage customer messaging and support with Intercom's conversational platform.
When the user wants to set up, improve, or audit sales metrics and pipeline tracking. Also use when the user mentions "sales metrics," "pipeline tracking," "CRM setup," "sales dashboard," "activity tracking," "conversion tracking," "win rate," or "sales reporting." For testing sales approaches, see ab-test-setup.
Generate structured lead lists from prospect databases and web directories with Firecrawl browser. Use for finding prospects by role, company type, industry, stage, location, technologies, or other criteria and exporting CRM-ready JSON or CSV.
Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.
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.