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Found 261 Skills
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.
Microsoft Dynamics 365 integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Microsoft Dynamics 365 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.
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
AmoCRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with AmoCRM data.
Comprehensive guide for developing on EspoCRM - metadata-driven CRM with service layer architecture
Audit and improve CRM data quality by identifying missing fields, inconsistent values, duplicate records, and stale data
Workbooks CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Workbooks CRM data.
Zoho CRM integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Zoho CRM data.
Solve CRM integration. Manage Organizations, Pipelines, Users, Goals, Filters. Use when the user wants to interact with Solve CRM data.
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.
NetHunt CRM integration. Manage Leads, Persons, Organizations, Deals, Pipelines, Activities and more. Use when the user wants to interact with NetHunt CRM data.