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Found 256 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.
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.
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
AmoCRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with AmoCRM data.
Workbooks CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Workbooks CRM data.
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
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.
Retrieve yourself, customers, customer business records, customer opportunities, customer contacts, leads, opportunities, tags, and users, and initiate queries via scripts.