Loading...
Loading...
Found 345 Skills
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.
1CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with 1CRM data.
SugarCRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with SugarCRM 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.
Pipeliner CRM integration. Manage Leads, Deals, Persons, Organizations, Pipelines, Projects and more. Use when the user wants to interact with Pipeliner CRM data.
PipelineCRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with PipelineCRM data.
Recruit CRM integration. Manage Candidates, Jobs, Companies, Users, Notes, Files and more. Use when the user wants to interact with Recruit CRM data.
Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.
Study a live Dynamics 365 / Dataverse environment end-to-end and produce one ARCHITECTURE.md — pull every customization to disk (solutions, entities, forms, JS and React web resources, PCF controls, classic workflows, plugins, cloud flows, classic RibbonDiffXml AND modern commands, security roles, embedded Power BI), map every business entity (standard AND custom), then trace the business processes layer by layer. Use whenever the user wants to learn, study, understand, reverse-engineer, audit, or document an existing Dynamics 365 / CRM / Dataverse org or model-driven app — "how does this CRM work", "document my D365 org", "learn the business logic of this environment", "what does this solution actually do", onboarding to a customer's CRM, or scoping a migration/rebuild. Read-only by design — it never writes to the org. NOT for building or changing CRM components (use the dataverse plugin skills) or for studying a plain source-code repo (use drive-to-legacy).
Zoho CRM v8.0 orchestration layer — primitive selection, code generation, and validation across all CRM developer tools: REST API, Deluge Functions, ClientScript, Widgets, COQL, Queries Workbench, and Connections. Works whether or not MCP tools are connected. Trigger on "Zoho CRM", "Deluge script", "ClientScript", "COQL", "CRM widget", "zoho.crm.*", "invokeurl", "CRM automation", "CRM integration", "CRM query", "Queries Workbench", "Blueprint", "Workflow Rule", or any CRM module operation. Do NOT use for Catalyst, Zoho Creator, or other Zoho products — use the appropriate product skill instead.
Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data", "clean up my CRM", "audit my opps", "what's missing in the CRM", or "clean up my pipeline".
Deduplicate CRM accounts and contacts and keep them duplicate-free: audit company and person identity, run recurring deduplication plays directly on CRM models, merge safe exact matches, and route uncertain clusters to manual review. Triggers: "deduplicate our CRM accounts", "deduplicate CRM contacts", "our CRM has duplicate people", "merge duplicate contacts in HubSpot", "we keep creating duplicate account records", "merge duplicate companies in HubSpot", "set up recurring CRM deduplication", "review ambiguous duplicates". HubSpot, Salesforce, Attio, Slack, LinkedIn profiles, phone numbers, Cargo project, findRecords, Scoring, Human Review, mergeRecords. Skip when: the request is to add or refresh CRM data rather than merge duplicate records; use crm-enrichment.