顧客台帳の定期メンテナンス(月次・四半期)。新規追加 / 担当者異動 / 契約更新ステータス / 取引高ランキング更新を kintone / スプシ / freee で運用、棚卸チェックリスト + ToDo 出力。
Create or update CRM to RMX syncing integrations. Use when adding a new synced entity, mapping, EF Core model/migration, or CrmSyncingInboxService logic for CRM to RMX (and…
Map a CRM prospect list into a social engagement priority queue — scores each prospect for social fit, identifies which platforms to target, and generates a ranked outreach-ready…
Use when the user wants to sync marketing contacts, deals, or campaign data to Salesforce, HubSpot, Zoho, or Pipedrive, including field mapping, deduplication, and sync logging.
Designing a customer experience measurement strategy using CSAT, NPS, and CES metrics in Salesforce Feedback Management: metric selection, survey timing, Feedback Management…
Keep documentation in sync with code changes. Use when implementing features, modifying APIs, changing architecture, adding configuration, updating security, or making any changes…
Use when l'utente chiede revisione interfaccia, debug visivo, accessibility audit, consistency check fra pagine, dice "non torna" / "lampeggia" / "spinner appeso" / "label…
Automate Espocrm tasks via Rube MCP (Composio). Always search tools first for current schemas.
Comprehensive guide for developing on EspoCRM - metadata-driven CRM with service layer architecture
Use when forwarding Salesforce Platform Events or Change Data Capture to AWS EventBridge via Event Relay.
Use when designing or reviewing integrations between an Experience Cloud site and external systems — SSO identity providers, third-party widgets, external content sources, and…
Finds emails waiting for a reply, threads that went quiet, and questions never answered across all active sales conversations.
Create and manage all investor-facing materials — pitch decks, one-pagers, financial models, memos, accelerator applications — with single-source-of-truth consistency enforcement.
Plan and run an early-stage fundraising process and produce a Fundraising Pack (raise decision memo, round design brief, pitch narrative + deck outline, investor pipeline +…
When the user wants to write an email to an investor — cold outreach, warm intro request, follow-up after a meeting, monthly investor update, or thank-you note.
Consultare ed editare la codebase CRM frontend (React). Pull, push, branch, PR, file search, refactor.
Mandatory pre-flight dedup check before ANY Gmail create_draft or compose. Verifies no recent thread to same recipient exists.
Reply to existing Gmail thread without creating new thread. For follow-ups D+3/D+7/D+14 and handling replies to outreach.
Uses MCP Connectors to read Gmail inbound leads, score them by ICP fit, draft personalized responses, and log qualified leads to your CRM.
Gong API for searching calls, transcripts, and conversation intelligence. Use when working with Gong call recordings, sales conversations, transcripts, meeting data, or…
Prepare and lead difficult conversations as a manager/leader and produce a Difficult Conversation Pack (conversation brief, talk track/script, objection+emotion handling plan,…
Heroku ↔ Salesforce integration paths — Heroku Connect (Postgres bidirectional sync), Heroku AppLink (expose Heroku APIs to Flow / Apex / Agentforce), Heroku External Objects…
Debug complex HubSpot API issues with systematic isolation and evidence collection. Use when standard troubleshooting fails, investigating intermittent CRM errors, or preparing…
Manage 10-100 HubSpot portals for agency clients with credential isolation that prevents cross-portal data contamination, per-portal audit trails for billing and GDPR/CCPA…
Access HubSpot CRM API for deals, contacts, companies, and engagements. Covers PAT auth, deal pipeline queries, contact search, and Supabase ingest.
Build HubSpot CRM integrations, data pipelines, and sync workflows. Use when the user needs to set up HubSpot, create custom properties, build deal pipelines, or sync data between…
Choose and implement HubSpot integration architecture for different scales. Use when designing new HubSpot integrations, choosing between embedded/service/gateway patterns, or…
Automate HubSpot CRM operations (contacts, companies, deals, tickets, properties) via Rube MCP using Composio integration.
Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety,…
Configure CI/CD pipelines for HubSpot integrations with GitHub Actions. Use when setting up automated testing, configuring CI with HubSpot secrets, or integrating HubSpot API…
Diagnose and fix common HubSpot API errors with real error responses. Use when encountering HubSpot errors, debugging failed API requests, or troubleshooting integration issues…
Connect to HubSpot CRM for contact, company, deal, and engagement management. Load when user mentions 'hubspot', 'crm', 'contacts', 'companies', 'deals', 'list contacts', 'create…
Deduplicate HubSpot contacts at production scale — surviving import storms, wrong-winner merges, fuzzy-match blind spots, association orphans, rate-limit exhaustion, and silent…
Enrich incomplete HubSpot contacts using internal data sources (PIL ontology, Fathom transcripts, email domain heuristics, HubSpot company records) and external APIs.
Build a complete HubSpot CRM contact-to-deal pipeline workflow. Use when implementing lead capture, contact management, deal creation, or end-to-end sales pipeline automation with…
Build HubSpot marketing automation with emails, forms, lists, and tickets. Use when implementing marketing email campaigns, form submissions, contact list management, or support…
Optimize HubSpot costs through API call reduction, plan selection, and usage monitoring. Use when analyzing HubSpot API usage, reducing unnecessary calls, or implementing usage…
Create a new company in HubSpot CRM. Load when user says 'create company', 'add company', 'new company'. Requires name, optional domain, industry, city.
Create a new contact in HubSpot CRM. Load when user says 'create contact', 'add contact', 'new contact'. Requires email, optional firstname, lastname, phone, company.
Create a new deal in HubSpot CRM. Load when user says 'create deal', 'add deal', 'new deal', 'new opportunity'. Requires name, optional amount, stage, closedate.
Create a meeting engagement in HubSpot CRM. Load when user says 'create meeting', 'add meeting', 'schedule meeting', 'new meeting'. Requires title, start and end times.
Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content.
Use when syncing contacts or lists to HubSpot CRM. Automatically uses HUBSPOT_API_TOKEN from environment.
Enriches HubSpot CRM contacts using the v3 Contacts API with batch read/update operations. Cross-references company associations via crm.associations.batchRead(), and syncs…
Implement HubSpot GDPR compliance, data export, and contact privacy operations. Use when handling GDPR/CCPA data subject requests, implementing data export, contact deletion, or…
Automate and audit HubSpot deal pipeline operations without destroying real pipeline — covering stage automation loops, stale-deal safe-close logic, forecast reconciliation,…
Collect HubSpot debug evidence for support tickets and troubleshooting. Use when encountering persistent issues, preparing support tickets, or collecting diagnostic information…
Deploy HubSpot integrations to Vercel, Fly.io, and Cloud Run platforms. Use when deploying HubSpot-powered applications, configuring platform secrets, or setting up deployment…
Configure HubSpot enterprise access control with OAuth scopes and team permissions. Use when implementing role-based access, configuring per-team HubSpot scopes, or setting up…
Get associated records in HubSpot CRM. Load when user says 'get associations', 'linked records', 'contacts on deal', 'company contacts', 'related records', 'who is on this deal'.
Create a working HubSpot CRM example with contacts, companies, and deals. Use when starting a new HubSpot integration, testing your setup, or learning basic CRM API patterns with…
Execute HubSpot incident response with triage, mitigation, and postmortem. Use when responding to HubSpot API outages, investigating CRM errors, or running post-incident reviews…
Install and configure HubSpot API client with authentication. Use when setting up a new HubSpot integration, configuring private app tokens, OAuth 2.0 flows, or initializing the…
Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects.
Identify and avoid HubSpot API anti-patterns and common integration mistakes. Use when reviewing HubSpot code, onboarding developers to HubSpot integrations, or auditing existing…
Manage HubSpot lifecycle stages and list segmentation in production without silently destroying CRM trust.
List call engagements from HubSpot CRM. Load when user says 'list calls', 'show calls', 'call history', 'hubspot calls'. Returns logged call records.
List companies from HubSpot CRM. Load when user says 'list companies', 'show companies', 'get companies', 'hubspot companies'. Returns paginated company list.
List contacts from HubSpot CRM. Load when user says 'list contacts', 'show contacts', 'get contacts', 'hubspot contacts'.
List deals from HubSpot CRM. Load when user says 'list deals', 'show deals', 'show pipeline', 'get deals', 'hubspot deals'. Returns paginated deal list.