Manage SalesLoft people, cadences, and email steps via the REST API. Use when building prospect management, enrolling people in cadences, or automating outbound sales sequences.
Track SalesLoft activities, emails, calls, and analytics via the REST API. Use when reading email engagement data, logging call dispositions, or building sales activity…
Designing meeting schedulers and booking experiences that qualify leads, set up calls well, and convert at higher rates than a generic Calendly link.
Filters inbound deal flow against fund thesis, stage, sector, and return requirements with structured pass/advance decisions.
Build and optimize SOQL queries including relationship queries, aggregate functions, polymorphic TYPEOF, and selective filters.
Use when designing, governing, or troubleshooting Slack Connect channel sharing between two independent organizations.
Use when helping SMBcrm customers with Private Integration Tokens, REST API v2, workflows, custom webhooks, MCP, or Agent Studio API.
Use when helping SMBcrm customers with Private Integration Tokens, REST API v2, workflows, custom webhooks, MCP, or Agent Studio API.
Solo-Selbstständige: ordnet Leads, Kundenstatus, Folgeaktionen und Datenschutz im Mini-CRM; mit Abfrage von Tätigkeit, Status, Belegen, Fristen, Geldfolge und konkretem n — from…
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.
Tableau ↔ Salesforce integration patterns: Tableau Salesforce connector, Tableau for Salesforce, CRM Analytics alternative, Data Cloud + Tableau, embedded Tableau dashboards.
Generate finished, honest role-specific resumes, cover letters, short answers, and non-message outreach artifacts from a saved JD, source resume facts, candidate evidence bank,…
Profesyonel Türkçe e-posta yazar; resmi/samimi ton, takip, satış ve geri bildirim e-postaları için uygun hitap, konu satırı ve kapanış üretir.
Twenty is a modern open-source CRM built to replace Salesforce, with customizable objects, workflow automation, email and calendar integration, and a GraphQL API.
Drafts comment-first then DM Reddit outreach for qualified interview leads from interview-finder/reddit-monitor, tracks state through the recruit lifecycle, surfaces stalled…
First enricher skill for Syroco's company brain. Subscribes to events from granola-scribe, slack-scribe, hubspot-scribe (and any future customer-touching scribe).
Architecture pattern for assembling a zero-trust posture in Salesforce — there is no single zero-trust toggle.
Automate Zoho CRM tasks via Rube MCP (Composio): create/update records, search contacts, manage leads, and convert leads. Always search tools first for current schemas.
Plans the creative asset supply chain required for campaigns, CRM, media, content, personalization, testing, localization, and optimization.
Designs CRM journeys, lifecycle flows, segmentation logic, triggers, messages, data dependencies, measurement, and implementation requirements.
Use this skill when configuring CRM workflows, managing sales pipelines, building forecasting models, or optimizing CRM data hygiene.
Create and manage CRM opportunities (crm.lead) in Odoo 18 via XML-RPC API. Use this skill when the user asks to "create an opportunity", "add a lead", "add to CRM", "create CRM…
Search, read, and modify customer and contact records safely, keeping retrieval strictly separate from modification.
Use this skill when a Dynamics 365 ERP or CRM implementation is approaching go-live and must progress through mock migration, data reconciliation, cutover runbook execution,…
Creates professional follow-up emails after sales calls that capture key points and drive next steps.
Use this skill for GoHighLevel CRM work for realtors: contact lookup and updates, opportunity/pipeline actions, conversation messaging, calendar slots, and workflow enrollment…
HubSpot Integration workflow skill. Use this skill when the user needs Expert patterns for HubSpot CRM integration including OAuth and the operator should preserve the upstream…
This skill should be used when the user says \"sales ops mode\", \"track my deals\", \"prep for a client call\", \"log a deal update\", \"send a follow-up\", \"share a proposal\",…
Produce the post-discovery follow-up package after a sales call: a personalized email recap, and, when your sales process calls for it, a personalized proposal (in PandaDoc or…
Implements HubSpot CRM data access for contacts, companies, and deals using generated clients and MCP tools.
Implements Salesforce SOQL queries, sObject CRUD, and metadata exploration using generated clients and MCP tools.
This skill should be used when the user asks for "sales scripts", "belscripts", "objection handling", "sales copy", "follow-up templates", "closing techniques", or wants materials…
Use this skill when an Agentforce or Salesforce AI agent configuration must be reviewed for grounding quality, retrieval scope, action allowlist safety, human handoff design,…
Use this skill when Salesforce Apex classes, triggers, Lightning Web Components (LWC), or async jobs (Queueable, Batch, Future, Schedulable) must be reviewed for security…
Apex code quality guardrails for Salesforce development. Enforces bulk-safety rules (no SOQL/DML in loops), sharing model requirements, CRUD/FLS security, SOQL injection…
Salesforce CRM API integration with managed OAuth. Query records with SOQL, manage sObjects (Contacts, Accounts, Leads, Opportunities), and perform batch operations.
Use this skill when a Salesforce specialist agent must hand a matter to another agent and the context, uncertainty, evidence quality, privilege posture, and privacy posture must…
Quality standards for Salesforce Lightning Web Components (LWC), Aura components, and Visualforce pages.
Use this skill when a Salesforce data exposure event has been detected or is strongly suspected. Triggers include: guest-user data exposure via Experience Cloud, cross-org data…
Use this skill when Salesforce Flow XML, validation rules, approval processes, or record-triggered automation must be reviewed for correctness, safety, and maintainability.
Salesforce Flow architecture decisions, flow type selection, bulk safety validation, and fault handling standards.
Use this skill when Salesforce infrastructure security posture must be audited — covering network security policies, trusted IP ranges, login IP ranges per profile, CSP Trusted…
Use this skill when a Salesforce integration design must be reviewed for API choice, middleware position, retry and idempotency patterns, error queue design, observability, secret…
Use this skill when any proposed mutation to a live Salesforce production org must be evaluated before execution.
Use this skill when marketing data flows must be reviewed for consent capture, lawful basis, purpose limitation, preference center coverage, suppression list integrity,…
Use this skill when pasted or exported Salesforce metadata must be reviewed for over-customization, unused fields, hardcoded IDs, and deprecated metadata types.
Use this skill when a Salesforce org's overall posture must be assessed from sanitized exports — covering the object model, automation inventory, permission topology, integration…
Use this skill when Salesforce profiles, permission sets, permission set groups, permission set licenses, muting permission sets, sharing rules, OWD, role hierarchy, IP…
Use this skill when a Salesforce release must be evaluated for deployment readiness. Covers: sandbox refresh strategy, source tracking state, package version diff,…
Use this skill when a Salesforce matter must be assigned a standardized matter type, risk tier, or escalation gate before routing or handoff.
Use this skill when a Salesforce matter must be classified and routed to the right specialist agent, when a matter crosses multiple Salesforce domains and needs parallel review,…
Use this skill when Salesforce deployment zero-trust readiness must be evaluated against NIST SP 800-207 ZTA principles — covering continuous verification configuration, MFA and…
Use this skill when designing or troubleshooting Slack Workflow Builder workflows that call Salesforce — especially the Salesforce connector step Run a Flow, mapping…
Author a self-contained bash script that walks a human through a multi-step demo – pausing between steps so they can read output before proceeding, and asserting expected vs.
Writes a ready-to-send email from any situation description. Use this skill whenever the user needs to write, draft, compose, or reply to an email — including follow-ups, cold…
Duplicate detection, analysis, and merge for contacts and companies
Authenticate production HubSpot integrations and survive the auth-side