Sales Circleback
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).
Security AStatic scan found no risk patternsHow grading works ›
What this skill does
Sales Circleback is a community-contributed Claude Code skill 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 Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 213,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).
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.
Telegram
📱 Install from your phone or desktop Telegram
Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →
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.
Pro
For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.
Frequently asked questions
How do I install the Sales Circleback Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy
SKILL.md from the source repository to
~/.claude/skills/sales-circleback/SKILL.md and restart Claude Code. Both flows are detailed at
claudskills.com/install/.
What does the Sales Circleback skill do?
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).
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Sales Circleback skill?
Use Sales Circleback when your Claude Code task falls under the Sales category — specifically in the deal management area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Sales Circleback" or describe the task and let Claude pick). Browse related skills at
/category/sales/.
What is a Claude Code skill and how does the Sales Circleback skill fit in?
A Claude Code skill is a
SKILL.md file that lives under
~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Sales Circleback is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at
/learn/what-is-a-claude-skill/.
Attribution & license
Cite this skill
If you reference this skill in a blog post, paper, or documentation, you can cite it as:
APA
ClaudSkills. (2026). Sales Circleback [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/sales-circleback/
BibTeX
@misc{sales-circleback-2026,
author = {ClaudSkills},
title = {Sales Circleback [Claude Code skill]},
year = {2026},
publisher = {ClaudSkills},
url = {https://claudskills.com/skills/sales-circleback/}
}Embed this skill
Promote, attribute, or link this skill from your own README, blog post, or documentation. All three snippets are free to use — no sign-up, no API key. More distribution surfaces →
Badge
[](https://claudskills.com/skills/sales-circleback/?utm_source=badge&utm_medium=readme&utm_campaign=skill_badge)
<script>
<script src="https://claudskills.com/embed/sales-circleback.js" async></script>
<iframe>
<iframe src="https://claudskills.com/embed/sales-circleback.html" width="100%" height="160" frameborder="0" loading="lazy" title="ClaudSkills: Sales Circleback"></iframe>
Security scan
Grade A · scanned 2026-11-01 — free static scan against the OWASP Agentic Skills Top 10.
No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›
- ✓ Prompt injection
- ✓ Data exfiltration
- ✓ Supply chain
- ✓ Reverse shell
- ✓ Credentials
- ✓ Execution
- ✓ Filesystem
- ✓ Persistence
- ✓ Obfuscation
- ✓ Network
Show this grade on your repo (click to copy):
[](https://claudskills.com/skills/sales-circleback/#security)
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