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Found 95 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.
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
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.
Designs team culture and sets standards of excellence using David Singleton (Stripe) and Dharmesh Shah (HubSpot) frameworks. Use when building teams, setting cultural values, creating rituals, or establishing excellence standards.
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
Mixmax platform help — sequences, email tracking, one-click meetings, rules engine, dialer, AI Compose, Salesforce/HubSpot integration, polls, reporting. Use when asking 'how do I do X in Mixmax', setting up Mixmax sequences, configuring Mixmax rules or automations, connecting Mixmax to Salesforce or HubSpot, using Mixmax scheduling, or troubleshooting Mixmax tracking. Do NOT use for general outbound cadence strategy (use /sales-cadence), cross-platform email deliverability (use /sales-deliverability), meeting scheduling strategy (use /sales-meeting-scheduler), email tracking strategy (use /sales-email-tracking), or connecting Mixmax to other tools via Zapier (use /sales-integration).
Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments.
Audit your biggest closed-won deals to find your PROVEN ideal customer profile, then find more accounts like them. Use whenever someone wants to analyze won deals, audit their best customers, see which companies generated the most revenue, find their real ICP, build a look-alike target list, segment customers by what actually pays, or learn which acquisition channel produced their best revenue. Triggers on: 'audit my biggest deals', 'which customers made us the most money', 'analyze my closed-won', 'what's my proven ICP', 'find more customers like my best ones', 'look-alike accounts', 'HubSpot deal analysis', 'revenue by account', 'which channel generated my best deals', 'acquisition source analysis'. For RevOps, Heads of Sales/Marketing, founders and growth leads doing ICP refinement, account-based targeting or pipeline/QBR review. Reads HubSpot via its MCP or a CSV export, then hands the profile to sales-nav-search-builder to generate the prospecting search. Maintained by La Growth Machine.
Use this skill when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows.
Auto-generate MEDDIC-structured call prep scripts from prospect context. Pulls HubSpot deal + contact data, Apollo enrichment, CRM activity history, and calendar context to build a complete demo/discovery brief in 60 seconds. Use when: 'call prep', 'prep me for', 'demo prep', 'discovery prep', 'meddic brief', 'prep [company]', 'get me ready for [company]'.
Always-on callable lead pipeline for BDRs: HubSpot lead pull → Apollo phone lookup → Clay waterfall enrichment → HubSpot sync → callable queue. Ensures 50+ daily dials by maintaining verified phone inventory. Runs scheduled Mon & Wed 6:15 AM (between prospect-enrich 6:00 and prospect-refresh 6:30). Use when: 'verify phones', 'phone waterfall', 'callable leads', 'who can I call', 'dial list', 'always have someone to call', 'phone check', 'enrich phones'.
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.