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Found 255 Skills
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
Comprehensive guide for developing on EspoCRM - metadata-driven CRM with service layer architecture
Workbooks CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Workbooks CRM data.
Audit and improve CRM data quality by identifying missing fields, inconsistent values, duplicate records, and stale data
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.
Zoho CRM integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Zoho CRM data.
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
Automate Zoho CRM tasks via Rube MCP (Composio): create/update records, search contacts, manage leads, and convert leads. Always search tools first for current schemas.
Customer Relationship Management (CRM) vertical skill for the Customware SPA. Defines the section layout, entity views, and mapping rules for transforming a DOMAIN.md into a CRM tool. Use this skill when the Builder Agent classifies a customer's domain as contact management, sales pipeline, deal tracking, or customer relationship workflows. Trigger signals: contacts, leads, deals, pipeline, follow-ups, opportunities, accounts, customer data everywhere, can't track who talked to whom, sales process, referrals.
This skill should be used when the user asks to "create email automations", "build CRM workflows", "marketing automation", "lead nurture sequences", "automation flows", or mentions CRM, email automation, or marketing automation systems. Creates strategic automation that nurtures leads and converts customers.
Anti-bypass routing policy for CRM operations. When working with Salesforce (sf CLI), HubSpot API, or Dynamics 365 (pac CLI), prefer g-gremlin wrappers that provide receipts, previews, reviewed plan verification, and audit trails. Use when the user asks to query, update, deploy, or manage any CRM system.
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.