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CRM Systems (Page 4 of 7)

417 Claude Code skills in the CRM Systems sub-category of Sales & Outreach.

417 skills · updated 2026-08-26 · showing 181–240 of 417 by quality score

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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…
Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort estimates, dependencies, and automation…
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.
List email engagements from HubSpot CRM. Load when user says 'list emails', 'show emails', 'email history', 'hubspot emails'. Returns logged email records.
List meeting engagements from HubSpot CRM. Load when user says 'list meetings', 'show meetings', 'meeting history', 'hubspot meetings'. Returns scheduled meeting records.
List note engagements from HubSpot CRM. Load when user says 'list notes', 'show notes', 'note history', 'hubspot notes'. Returns logged note records.
Load test HubSpot integrations and plan capacity around API rate limits. Use when running performance tests, planning for traffic growth, or sizing your HubSpot integration for…
Configure HubSpot local development with testing and sandbox accounts. Use when setting up a development environment, mocking HubSpot APIs, or establishing a fast iteration cycle…
Log a call engagement in HubSpot CRM. Load when user says 'log call', 'record call', 'add call', 'call made'. Requires title, optional body and duration.
Log an email engagement in HubSpot CRM. Load when user says 'log email', 'record email', 'add email', 'email sent'. Requires subject and body.
Shared resource library for HubSpot integration skills. DO NOT load directly - provides common references (setup, API docs, error handling, authentication) and scripts used by…
HubSpot MCP Server is built around HubSpot CRM and marketing APIs. The underlying ecosystem is represented by HubSpot/hubspot-api-nodejs (391+ GitHub stars).
Execute CRM data migration to HubSpot with batch imports and validation. Use when migrating from Salesforce/Pipedrive/spreadsheets to HubSpot, performing bulk data imports, or…
Configure HubSpot across development, staging, and production environments. Use when setting up per-environment HubSpot portals, configuring separate access tokens, or…
Use when writing HubSpot integration code in Nango - HubSpot-specific guidance on Search API for incremental syncs, property name variations, rate limits, and OAuth introspection
Set up observability for HubSpot integrations with metrics, traces, and alerts. Use when implementing monitoring for HubSpot API operations, setting up dashboards, or configuring…
Optimize HubSpot API performance with caching, batching, and search optimization. Use when experiencing slow API responses, implementing caching strategies, or optimizing request…
Use when reviewing HubSpot pipeline health, forecasts, stale deals, slipping close dates, or open deal risks. — from openai/plugins
Implement HubSpot lint rules, secret scanning, and CI policy checks. Use when setting up code quality rules for HubSpot integrations, preventing token leaks, or configuring CI…
Execute HubSpot production deployment checklist and go-live procedures. Use when deploying HubSpot integrations to production, preparing for launch, or implementing health checks…
Sync backend product events into HubSpot contact and company custom properties using idempotent batched updates — the Segment integration pattern without Segment.
Survive HubSpot API rate limits at production scale. Covers daily 500K portal quota, per-10s burst limits, batch API efficiency (100x), token bucket pattern, queue-based worker…
Implement HubSpot rate limiting, backoff, and request queuing patterns. Use when handling 429 errors, implementing retry logic, or optimizing API throughput against HubSpot rate…
Implement a production-ready HubSpot integration architecture with layered design. Use when designing new HubSpot integrations, reviewing project structure, or establishing…
Implement HubSpot reliability patterns: circuit breakers, retries, and graceful degradation. Use when building fault-tolerant HubSpot integrations, implementing retry strategies,…
Reads Syroco's HubSpot CRM (companies, deals, contacts, activities) and emits events to the context-engineering brain via wiki.add MCP.
Apply production-ready @hubspot/api-client SDK patterns for TypeScript. Use when implementing HubSpot integrations, building typed wrappers, or establishing team standards for…
Search companies in HubSpot CRM by name or domain. Load when user says 'search companies', 'find company', 'lookup company', 'search for [company]'.
Search contacts in HubSpot CRM by email, name, or company. Load when user says 'search contacts', 'find contact', 'lookup contact', 'search for [name]'.
Search deals in HubSpot CRM by name or amount. Load when user says 'search deals', 'find deal', 'lookup deal', 'deals over $X', 'search for [deal]'.
Comprehensive HubSpot CRM, Marketing, Sales, Service, and CMS management suite. Covers all HubSpot APIs: CRM objects (contacts, companies, deals, tickets, custom objects),…
Update an existing contact in HubSpot CRM. Load when user says 'update contact', 'edit contact', 'modify contact', 'change contact'. Requires contact ID.
Update an existing deal in HubSpot CRM. Load when user says 'update deal', 'edit deal', 'change deal stage', 'move deal', 'close deal'. Requires deal ID.
Upgrade @hubspot/api-client SDK versions and migrate between API versions. Use when upgrading the HubSpot Node.js SDK, migrating from v1/v2 to v3 APIs, or handling breaking…
Sync HubSpot CRM data to a data warehouse (BigQuery, Snowflake, or Postgres) for analytics and reporting.
Build and harden HubSpot v3 webhook handlers that survive production: HMAC-SHA256 signature verification, Redis SET NX deduplication, async batch processing with immediate 200…
Receive and verify HubSpot webhooks. Use when setting up HubSpot webhook handlers, debugging X-HubSpot-Signature-v3 signature verification, or handling CRM events like…
Implement HubSpot webhook subscriptions and CRM event handling. Use when setting up webhook endpoints for CRM events, implementing signature verification, or handling…
Huly — plataforma open-source todo-en-uno de gestión empresarial (CRM+ERP). Alternativa a Linear, Notion, Jira. 26K⭐. Proyectos, ventas, HR, contabilidad.
Build compliant Instagram DM outreach campaigns to recruit realtors into brokerage downlines (e.g., eXp Realty, Real Broker).
Prepare for an informational interview — the outreach, the questions, and the follow-up — so a 20-minute chat actually helps your career instead of wasting their time.
Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising.
Prepare sales meetings from SDR replies, account dossiers, CRM notes, call notes, or transcripts. Produces account brief, buyer map, pain hypotheses, discovery questions,…
Triage SDR replies and turn inbound responses into safe next actions, CRM handoff notes, suppression updates, objection responses, referrals, and meeting prep triggers.
Personal App-in-Skill CRM operator for contacts, companies, deals, and agent-drafted follow-ups in a local review dashboard.
Ready-to-use KOL cold outreach templates — DM scripts for Twitter, email pitches, and follow-up sequences designed to get replies from busy influencers.
Analysiert datenschutzrechtliche Pflichten beim Umgang mit Kundendaten im Handelsvertretervertrag nach DSGVO und § 88 HGB: Rechtsgrundlagen für Verarbeitung, Herausgabepflichten…
Automated lead generation pipeline with AI-powered lead scoring and personalized follow-up generation.
Generuje kompletní LinkedIn outreach sekvenci pro Leadspicker. Použij když uživatel chce napsat, vytvořit nebo upravit outreach sekvenci, LinkedIn zprávy pro kampaň, follow-up…
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