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Found 89 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.
Generate structured lead lists from prospect databases and web directories with Firecrawl browser. Use for finding prospects by role, company type, industry, stage, location, technologies, or other criteria and exporting CRM-ready JSON or CSV.
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
ZoomInfo platform help — SalesOS, MarketingOS, OperationsOS, Copilot, API, integrations. Use when asking 'how do I do X in ZoomInfo', setting up ZoomInfo searches, configuring ZoomInfo enrichment, ZoomInfo intent, ZoomInfo Engage sequences, ZoomInfo advertising, ZoomInfo FormComplete, ZoomInfo data orchestration, ZoomInfo Copilot, or troubleshooting ZoomInfo. Do NOT use for general enrichment strategy (use /sales-enrich), general intent strategy (use /sales-intent), general cadence design (use /sales-cadence), general data hygiene strategy (use /sales-data-hygiene), or general B2B advertising strategy (use /sales-b2b-advertising).
OnceHub integration. Manage Leads, Persons, Organizations, Deals, Pipelines, Activities and more. Use when the user wants to interact with OnceHub data.
Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.
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).
AmoCRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with AmoCRM data.
Clari Copilot (formerly Wingman) platform help — conversation intelligence with real-time battlecards, live coaching during calls, AI call summaries, coaching scorecards, gametapes, deal intelligence, and CRM auto-update within Clari's revenue orchestration platform. Use when setting up Clari Copilot for a sales team, battlecards popping up too often during calls, meeting bot not joining or joining late, Clari Copilot vs Gong pricing or features, Clari API integration for forecast export or data ingestion, CRM field mapping not syncing correctly, coaching scorecards not scoring accurately, or evaluating Clari Copilot for enterprise conversation intelligence. Do NOT use for picking a note-taker across vendors (use /sales-note-taker) or building a coaching program (use /sales-coaching).
Closum platform help — omnichannel marketing automation: email, SMS, WhatsApp, Telegram, Web Push from one dashboard, drag-and-drop editors, no-code automations, AI assistant, landing pages, contact management. Use when asking 'how do I do X in Closum', setting up Closum campaigns, configuring Closum automations or landing pages, connecting Closum to CRMs, or troubleshooting Closum deliverability. Do NOT use for general email marketing strategy (use /sales-email-marketing), outbound cadence strategy (use /sales-cadence), funnel strategy (use /sales-funnel), or connecting Closum to other tools via Zapier (use /sales-integration).
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).