ClaudSkills / Sales / deal-management

Sales Circleback

Quality score: 80/100  ·  Category: Sales  ·  Sub-category: deal-management
tool:salesforcetool:hubspottype:integration
Circleback platform help — AI meeting notes with action items, cross-meeting search, and webhook automation for Zoom/Meet/Teams/Slack huddles. Use when setting up Circleback for a sales team with CRM sync to HubSpot or Salesforce, configuring webhook automations to push meeting data to external tools, troubleshooting speaker identification issues with overlapping speakers or conference rooms, comparing Circleback vs Fathom or Granola or tl;dv for bot-based vs botless note-taking, connecting Circleback MCP server to Claude or Cursor for AI workflows, debugging meeting bot joining unwanted recurring meetings, or choosing between Individual and Team plans for shared meeting access. Do NOT use for general note-taker comparison across many platforms (use /sales-note-taker) or reviewing a single call for coaching (use /sales-call-review).

What this skill does

Sales Circleback is a well-rated Claude Code skill (quality score 80/100) in the deal-management sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/sales-circleback/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when setting up Circleback for a sales team with CRM sync to HubSpot or Salesforce, configuring webhook automations to push meeting data to external tools, troubleshooting speaker identification issues with overlapping speakers or conference rooms, comparing Circleback vs Fathom or Granola or tl;dv for bot-based vs botless note-taking, connecting Circleback MCP server to Claude or Cursor for AI workflows, debugging meeting bot joining unwanted recurring meetings, or choosing between Individual and Team plans for shared meeting access. Do NOT use for general note-taker comparison across many platforms (use /sales-note-taker) or reviewing a single call for coaching (use /sales-call-review).

Who uses this skill

The Sales Circleback skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It is part of the open ClaudSkills registry, a community-curated catalog of 15,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/sales-circleback
curl -L https://claudskills.com/skills/sales-circleback/SKILL.md \
  -o ~/.claude/skills/sales-circleback/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/sales-circleback/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/sales-circleback/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\sales-circleback\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

More Sales skills

Browse all Sales skills in the ClaudSkills registry, or explore these top-rated picks from the same category:

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Part of ClaudSkills — the open registry for Claude Code skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt