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Found 256 Skills
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).
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).
HubSpot integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with HubSpot data.
Attio integration. Manage crm data, records, and workflows. Use when the user wants to interact with Attio data.
Pipedrive integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Pipedrive data.
Kommo (formerly amoCRM) API. Use when user mentions "Kommo", "amoCRM", "CRM", or sales pipeline management.
Periodic sales performance review composite. Aggregates ALL sales initiatives taken in a given period — outbound campaigns, inbound efforts, events, partnerships, content, referrals — and measures the impact of each on pipeline and revenue. Produces a team-presentable report covering initiative-level performance, cross-initiative comparisons, pipeline attribution, what's working, what's not, and where to invest next. Tool-agnostic — pulls data from any combination of CRM, outreach tools, and tracking systems.
Connect sales tools with webhooks, Zapier/Make, native integrations, and custom API pipelines — CRM sync, event triggers, data mapping, and error handling. Use when connecting Mailshake/Apollo/Salesloft to CRM, setting up webhook pipelines, building Zapier/Make automations for sales workflows, syncing data between tools, or troubleshooting integration issues. Do NOT use for Qwilr-specific automations (use /sales-qwilr-automation), general CRM platform config (use /sales-apollo or /sales-salesloft), or marketing automation flows (use /email-sequence).
Klaviyo platform help — AI-first B2C CRM and marketing automation for e-commerce with predictive analytics, 350+ integrations, and cross-channel messaging. Use when building e-commerce email/SMS automation, setting up Klaviyo flows or segments, configuring Shopify-Klaviyo integration, using predictive analytics (CLV, churn risk), managing forms or reviews, or working with the Klaviyo API. Do NOT use for general email marketing strategy (use /sales-email-marketing), cross-platform email deliverability (use /sales-deliverability), or email open/click tracking strategy (use /sales-email-tracking).
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.
Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.
Эксперт Sales Ops. Используй для процессов продаж, CRM, forecasting и sales analytics.