Use when working with Salesforce Ids in Apex — validating Id format, detecting the target sObject type from a string Id, or safely handling 15 vs 18-character Ids.
Use when designing a multi-system integration architecture using the three-layer API-led connectivity pattern (System, Process, Experience APIs), deciding how many layers to…
Create complete REST API CRUD operations using API Platform 4 with DDD and CQRS patterns. Use when adding new API resources, implementing CRUD endpoints, creating DTOs, c — from…
ATLAS-CRM-AUTOMATOR — Runs the full Atlas Growth CRM: lead scoring, follow-up sequencing, pipeline health, and proposal triggers.
Manage Attio lists, entries, notes, and tasks via the REST API. Use when working with sales pipelines, kanban boards, CRM notes, or task assignments in Attio.
AWS integration patterns for Salesforce — pick between Amazon AppFlow, Event Relay → EventBridge, Amazon S3 ingestion paths, and direct Apex → Lambda callouts.
Use when CRM, Customer Engagement, Dataverse, Dynamics 365 Sales, Customer Service, contact, opportunity, case, or dual-write migration needs.
Azure integration patterns for Salesforce — pick between the native Azure Service Bus Connector, Azure Functions / API Management as the callout target, Data 360 (Data Cloud)…
Analysiert Datenbankherstellerrecht (§§ 87a-87e UrhG) und GeschGehG bei CRM-Datenbankexporten durch ausscheidende Mitarbeiter: Verletzungstatbestände, arbeitsrechtliche…
ActiveCampaign CRM integration for lead management, deal tracking, and email automation. Use for syncing demo leads, managing clinic sales pipeline, and triggering follow-up…
Qualify trade show leads from booth notes, badge text, or voice transcripts into a structured CRM-ready summary.
Craft Business Development emails for RYLLC fractional CTO consultancy. Handles warm reconnects, job posting outreach, rejection follow-ups, VC intros, and custom BD scenarios.
Uses the mcp postgresql to read and write crm relevant data to the crm database:
Unterstützt Handelsvertreter und Unternehmer bei der Beweissicherung für Provisionsstreitigkeiten: Sicherung von Verträgen, Abrechnungen, E-Mails, CRM-Daten und…
Customer relationship management strategy — integrated framework with six pillars: customer segmentation (RFM/CLV), journey orchestration (cross-channel), CDP technology stack,…
Monthly client pipeline review that tracks active proposals, follow-ups needed, total pipeline value, and conversion rate.
Implement production-grade caching with cache keys/TTLs/consistency classes per query, SWR (stale-while-revalidate), explicit invalidation, and comprehensive testing for — from…
Automate Capsule CRM operations -- manage contacts (parties), run structured filter queries, track tasks and projects, log entries, and handle organizations -- using natu — from…
Maintains vault/career/open-loops.md as the canonical list of outstanding career action items. Appends new flags from any career op run (comp gaps, follow-up reminders, stalled…
Inspect, plan, or modify LinkedHelper import and webhook work in the CCRM recruiting system. Use when Codex handles LinkedHelper CSV imports, linkedhelper-webhook payloads,…
Automate Centralstationcrm tasks via Rube MCP (Composio). Always search tools first for current schemas. — from sales/crm-systems
Use when a SALES or CLIENT call just ended and the follow-up needs to be produced from its transcript.
Generate professional client communications and email sequences for events professionals. Use when writing email sequences, proposals, follow-ups, check-in emails, post-event…
Reichert einen manuell im Close-CRM angelegten Lead (eine Firma mit offener Stelle) end-to-end fuer den Recruiting-Anruf an: recherchiert ALLE Personen der Firma (Team-Seite,…
Use when writing a COLM rebuttal in the OpenReview discussion phase — triaging reviews released in late May, running cache-based follow-up experiments inside the roughly…
Automate Capsule CRM operations -- manage contacts (parties), run structured filter queries, track tasks and projects, log entries, and handle organizations -- using natu — from…
Automate Centralstationcrm tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Espocrm tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Nocrm IO tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Pipeline CRM tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Salesforce Marketing Cloud tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Salesforce Service Cloud tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Connect Claude Code to HubSpot's official remote MCP server for natural-language CRM reads and writes.
BlazeForce standard for consulting communication and executive advisory. ALWAYS use when writing proposals, quotations, business cases, advisory documents, decision papers, or…
Format a contact list as a Contoso CRM bulk-import file. Use when the user asks to prepare, convert, or export contacts for Contoso CRM import.
Use when configuring or operating Copado Essentials deployment pipelines — including user story creation, branch management, promotion paths, conflict resolution, and choosing…
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing.
Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics…
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
Clean and enrich a CSV of B2B accounts. Claude Code is the orchestrator — it walks the user through setup (env, deps, Deepline CLI, optional HubSpot install), takes…
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics.
Deduplicate, normalize, and enrich CRM contacts and companies. Use when a user needs to clean CRM data, find duplicate contacts, standardize phone numbers or emails, merge…
Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality.
Fachmodul Franchiserecht für CRM-Daten und gemeinsame Verantwortlichkeit: Zentrales CRM, Loyalty-Programme und Marketingdaten werden zwischen Franchisegeber und Nehmer auf…
Manually send CRM template emails by matching local .html filenames to templates in a logged-in CRM lead page, selecting each exact template, clicking confirm, and verifying the…
Solo-Selbstständige: ordnet Leads, Kundenstatus, Folgeaktionen und Datenschutz im Mini-CRM; mit Abfrage von Tätigkeit, Status, Belegen, Fristen, Geldfolge und konkretem n — from…
Audit and improve CRM data quality by identifying missing fields, inconsistent values, duplicate records, and stale data
CRM identity and definitions for systemprompt.io. Defines pipeline stages, lead scoring rubric, email rules, and integration with marketing. Load FIRST before any other crm skill.
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…
CRM and automation integration patterns for lead gen sites. Webhooks, Zapier, Make, HubSpot, Pipedrive. Use for connecting forms to business systems.
CRM, Loyalty-Programm und Datenschutz in Fashion Retail prüfen: Kundendaten, Größenprofile, Kaufhistorie, Einwilligungen, Newsletter, Profiling und Löschung im Fashion Law…
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.
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。
AI-powered CRM and sales pipeline managed entirely through natural language. Track leads through stages, set follow-up reminders, log interactions, and generate pipeline reports —…
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…
Use when discovery findings need to be saved into CRM as useful context while excluding sensitive details, unsupported claims, and negotiation strategy.
Use when reviewed sales-to-implementation handoff context needs to be saved into CRM or project systems while excluding sensitive details, unsupported commitments, and internal…
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…
CRM strategist AI — RFM segmentation, lifecycle, churn prediction, win-back สำหรับธุรกิจไทย
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.