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Found 234 Skills
Fireflies.ai platform help — AI meeting note-taker with GraphQL API, webhooks (V1 + V2), AskFred AI, real-time events, and Fred bot that joins Zoom/Meet/Teams to transcribe. Use when Fireflies transcripts not syncing to CRM, webhooks not firing or signatures failing HMAC verification, hitting 50 req/day or 60 req/min rate limits on the GraphQL API, building a transcript pipeline from Fireflies to Snowflake/BigQuery/warehouse, migrating from Webhooks V1 to V2, the Fireflies bot not joining calls or users wanting to disable auto-join, deciding between Free, Pro ($10), Business ($19), or Enterprise ($39) tier, or wiring AskFred or Real-time API into an internal app. Do NOT use for comparing Fireflies vs Fathom/Avoma/Gong or selecting a note-taker (use /sales-note-taker) or reviewing a single sales call for coaching (use /sales-call-review).
Open-source CRM API for managing people, companies, notes, tasks and custom objects
Manage relationships with Copper CRM built for Google Workspace.
Automate Zoho Bigin tasks via Rube MCP (Composio): pipelines, contacts, companies, products, and small business CRM. Always search tools first for current schemas.
Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas.
Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes. Always search tools first for current schemas.
Pipedrive integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Pipedrive data.
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.
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).
MaxIQ platform help — AI-native revenue intelligence with EchoIQ conversation intelligence, InspectIQ pipeline visibility, ForecastIQ AI-driven forecasting, 9 AI agents (NoteTaker, Radar, Summarizer, Coach, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper), usage-based pricing (no per-seat), Salesforce/HubSpot CRM sync. Use when EchoIQ not capturing all meeting types, AI Coach scoring criteria not matching your sales process, CRM fields not auto-populating from calls, InspectIQ deal signals seem inaccurate, ForecastIQ predictions not matching reality, comparing MaxIQ vs Gong vs Clari for revenue intelligence, setting up AI Radar keyword tracking, or evaluating usage-based CI pricing vs per-seat alternatives. Do NOT use for designing outbound cadences (use /sales-cadence) or cross-platform coaching programs (use /sales-coaching).
Planhat platform help — Health Scores, Agentic Automation, Revenue Management, CRM Sync, Enduser Tracking, Projects, NPS, REST API, MCP Server. Use when health scores aren't reflecting churn risk, CRM sync is overwriting fields or not pulling data, metrics take hours to build and formulas keep breaking, automation rules aren't triggering, revenue or license data doesn't match Salesforce, enduser tracking isn't capturing product usage, or the Planhat 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).
Fathom AI note-taker platform help — REST API for pulling meeting transcripts, summaries, action items, and CRM matches into CRMs, data warehouses, or Slack. Use when transcripts not syncing to HubSpot/Salesforce, Fathom webhook signatures failing HMAC verification, bot blocked by Google Meet as a security risk, OAuth app can't include transcript inline, building a Fathom→Snowflake/BigQuery pipeline, rate-limited at 60 calls/minute, or picking between Fathom free tier vs Premium vs Team vs Business. Do NOT use for selecting between Fathom and competitors like Fireflies/Gong/Avoma (use /sales-note-taker) or reviewing specific call recordings (use /sales-call-review).