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Found 255 Skills
HubSpot integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with HubSpot data.
Streak CRM API for Gmail. Use when user mentions "Streak", "Gmail CRM", "email CRM", or pipeline in Gmail.
Manage your Dex personal CRM — search, create, and update contacts, log interaction notes, set follow-up reminders, organize contacts with tags and groups, and manage custom fields. Use this skill when the user wants to: (1) Find or look up a contact, (2) Add or edit contact details, (3) Log a meeting, call, or interaction note, (4) Set a reminder or follow-up task, (5) Organize contacts into groups or apply tags, (6) Track custom data with custom fields, (7) Merge duplicate contacts, (8) Review their relationship history or prepare for a meeting, (9) Authenticate with Dex via /dex-login, or any other personal CRM task involving their professional network.
Pipeline analysis composite. Pulls deal/meeting data from any CRM or tracking system, analyzes the pipeline over a user-defined period (weekly, fortnightly, monthly, quarterly), and produces both an executive summary and a detailed diagnostic report. Covers volume, qualification rates, source effectiveness, stage velocity, stuck deals, and actionable recommendations. Tool-agnostic — works with any CRM (Salesforce, HubSpot, Pipedrive, Close, Supabase, CSV).
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.
Winn.ai platform help — real-time AI sales assistant with playbook adherence tracking, automated CRM updates, and live coaching. Use when setting up Winn.ai playbook templates for MEDDIC or BANT or SPICED, CRM fields not populating after sales calls in Salesforce or HubSpot, Winn.ai not tracking talking points during calls, choosing between Winn.ai and Gong or Sybill or Fathom for real-time guidance, understanding Winn.ai Pro vs Enterprise pricing and feature gating, configuring AI meeting prep briefs or follow-up emails, or Winn.ai Chrome extension not working during Zoom or Teams calls. Do NOT use for picking between note-takers generally (use /sales-note-taker) or reviewing a single call for coaching (use /sales-call-review).
PlutoBa platform help — AI influencer vetting and creator due diligence across TikTok, Instagram, and YouTube. Covers PlutoBa Score (7-dimension assessment), Deep Assessments (100+ posts, 300+ comments), fake follower detection, audience authenticity, brand safety risk scoring, rate benchmarking, AI-powered creator outreach, creator CRM, and campaign briefs. Use when worried an influencer's followers are fake, need to check if a creator is brand-safe before signing a deal, want to know what to pay an influencer, PlutoBa Score seems too low or too high, creator outreach templates aren't getting responses, unsure which PlutoBa plan fits your needs, or setting up PlutoBa for an agency with multiple brands. Do NOT use for influencer strategy across platforms (use /sales-influencer-marketing) or influencer discovery and search (use /sales-hypeauditor or /sales-modash).
Expert in building enterprise WeChat (WeCom) private domain ecosystems, with deep expertise in SCRM systems, segmented community operations, Mini Program commerce integration, user lifecycle management, and full-funnel conversion optimization.
Эксперт Sales Ops. Используй для процессов продаж, CRM, forecasting и sales analytics.
Pipedrive integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Pipedrive data.
Mailchimp platform help — email marketing campaigns, Customer Journey Builder automations, SMS marketing, audience management/CRM, landing pages, A/B testing, multivariate testing, transactional email (Mandrill), Content Studio, generative AI (Intuit Assist), retargeting ads, 300+ integrations. Use when asking 'how do I do X in Mailchimp', setting up Mailchimp campaigns, configuring Customer Journey Builder, managing Mailchimp audiences, using Mandrill transactional email, or troubleshooting Mailchimp deliverability. Do NOT use for general email marketing strategy (use /sales-email-marketing), cross-platform email deliverability (use /sales-deliverability), funnel strategy (use /sales-funnel), or connecting tools via middleware (use /sales-integration).
Granola platform help — bot-free AI notepad for meetings, local audio capture (no bot joins calls), REST API at public-api.granola.ai/v1, MCP integration (beta), HubSpot/Attio/Affinity CRM sync, Zapier automation, pricing tiers (Free/Business $14/Enterprise $35). Use when setting up Granola for a sales team, configuring HubSpot CRM sync from meeting notes, building automations with the Granola API or Zapier triggers, choosing between Granola and other bot-free note-takers (Jamie, Krisp, Tactiq), troubleshooting blank notes or silent recording failures, or managing note sharing and privacy settings. Do NOT use for reviewing a single call for coaching (use /sales-call-review) or comparing note-taker platforms broadly (use /sales-note-taker).