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Found 255 Skills
Teamwork CRM integration. Manage Deals, Persons, Organizations, Leads, Projects, Activities and more. Use when the user wants to interact with Teamwork CRM data.
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.
Microsoft Dynamics 365 integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Microsoft Dynamics 365 data.
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.
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.
Manage customer messaging and support with Intercom's conversational platform.
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.
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.
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Veloxy platform help — Salesforce-native field sales enablement with predictive intelligence, geolocation route planning, email tracking, and mobile CRM. Use when configuring Veloxy for a field sales team, Veloxy emails stopped sending or email sync breaking, Veloxy geolocation not showing nearby leads, Veloxy mobile app crashing or lead status not updating, comparing Veloxy to Scratchpad or Weflow or Badger Maps for Salesforce field reps, Veloxy Lite drip campaigns not triggering, or evaluating field sales software for outside reps on Salesforce. Do NOT use for conversation intelligence or meeting recording (use /sales-note-taker) or general CRM selection (use /sales-crm-selection).
SendPulse platform help — email marketing, Automation 360, chatbots (WhatsApp/Instagram/Telegram/Facebook/Viber/TikTok), CRM, online course builder (EDU), website/landing page builder, web push notifications, SMS campaigns, Viber campaigns, SMTP/transactional email, pop-ups, email verifier, API. Use when asking 'how do I do X in SendPulse', setting up SendPulse email campaigns, configuring SendPulse automations, building SendPulse chatbots, managing SendPulse CRM deals, creating SendPulse courses, building SendPulse landing pages, SendPulse web push, SendPulse SMS, SendPulse pop-ups, or troubleshooting SendPulse. Do NOT use for general email marketing strategy (use /sales-email-marketing), general chatbot strategy (use /sales-chatbot), general SMS strategy (use /sales-sms-marketing), general push notification strategy (use /sales-push-notification), general funnel strategy (use /sales-funnel), or general course/membership strategy (use /sales-membership).
Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".