「crm」の検索結果

Automate Capsule CRM tasks via Rube MCP (Composio): contacts, opportunities, cases, tasks, and pipeline management. Always search tools first for current schemas.

日本語の概要は準備中です。原文の説明を表示しています。

Manages a local CSV-based CRM with pipeline tracking

日本語の概要は準備中です。原文の説明を表示しています。

Connect your AI assistant to GoHighLevel CRM via the official API v2. Manage contacts, conversations, calendars, pipelines, invoices, payments, workflows, and 30+ endpoint groups through natural language. Includes interactive setup wizard and 100+ pre-built, safe API commands. Python 3.6+ stdlib only — zero external dependencies.

日本語の概要は準備中です。原文の説明を表示しています。

Full pipeline from signal detection to scored lead in CRM. Chains signal-scanner, lead-scorer, and crm-writer into one flow.

日本語の概要は準備中です。原文の説明を表示しています。

ローカルで繰り返しているHermesの作業手順から個人情報や認証情報を除き、公開・再利用できるECCスキルやリリース資料に整理するスキル。

• 定型作業を公開スキルにしたいとき
• 公開用の引き継ぎ資料の整理
• 非公開情報を除いた夜間ジョブの文書化

Automate Attio CRM operations -- search records, query contacts and companies with advanced filters, manage notes, list attributes, and navigate your relationship data -- using natural language through the Composio MCP integration.

日本語の概要は準備中です。原文の説明を表示しています。

Use when the user wants the agent to connect to an existing Twenty workspace through MCP, retrieve or inspect workspace records and metadata, or present Twenty CRM data as readable Markdown with formatted dates, values, record links, and compact tables instead of raw API output.

日本語の概要は準備中です。原文の説明を表示しています。

Retrieve and present Twenty CRM records as readable summaries or tables, using the connected Twenty MCP server to discover fields, fetch relevant data, format dates and values, build record links, and avoid raw API output.

日本語の概要は準備中です。原文の説明を表示しています。

When the user wants to figure out which marketing actually drives conversions and revenue, choose or interpret an attribution model, or reconcile conflicting numbers across tools. Also use when the user mentions "attribution," "attribution model," "first-touch vs last-touch," "multi-touch," "which channel drives revenue," "what's my real CAC," "my dashboards disagree," "Google/Meta says X but GA says Y," "media mix model," "MMM," "incrementality," "geo lift," "holdout test," "how did you hear about us," "self-reported attribution," "dark social," or wants to instrument attribution themselves — "stitch my bookings to their source," "SavvyCal/Calendly attribution," "close the identify gap," "track conversions on a third-party domain," "first-party / self-hosted attribution." For event tracking setup and UTMs, see analytics. For ad-platform pixels/CAPI, see ads. For pipeline and CRM revenue reporting, see revops. For the AI-search attribution blind spot, see ai-seo.

日本語の概要は準備中です。原文の説明を表示しています。

When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'outbound pipeline stages,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip campaigns, see emails. For pricing decisions, see pricing.

日本語の概要は準備中です。原文の説明を表示しています。

PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".

日本語の概要は準備中です。原文の説明を表示しています。

Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.

日本語の概要は準備中です。原文の説明を表示しています。

Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

日本語の概要は準備中です。原文の説明を表示しています。

Builds a ranked list of prospects worth contacting. Works out the owner's ideal customer profile from the customers they already have, finds look-alike companies and the right contact at each, enriches them with firmographics and buying signals, scores them, and delivers the list as an XLSX, with an offer to also create the records in the CRM. Runs on Apollo when connected and falls back to web research plus an uploaded customer list when it isn't. Use this whenever the owner wants new prospects, a target list, or help finding customers — including phrasings like "who should I be calling," "find me more customers like my best ones," "build me a prospect list," "I need leads," "who else looks like Acme," or "help me find companies in this area that need what we do." Reach for it even when the owner describes the customer they want rather than asking for a list.

日本語の概要は準備中です。原文の説明を表示しています。

Writes prospect outreach and follow-up sequences that sound like the owner wrote them, not like an AI did. Learns a voice profile from the owner's own sent mail, grounds every message in something specific about that prospect, builds the follow-up sequence behind it, queues every send for approval, and logs each touch to the CRM. Runs draft-only when no mail connector is available, so the copy can be pasted anywhere. Use this whenever the owner needs to reach out to prospects or customers — including phrasings like "write this cold email," "draft a follow-up," "reach out to these leads," "what do I say to them," "I need a sequence for this list," "nudge the people who didn't reply," or "write it but don't make it sound like a robot." Reach for it whenever outreach copy is the deliverable, even for a single message.

日本語の概要は準備中です。原文の説明を表示しています。

Wins back customers who have quietly stopped buying — finds the ones whose gap has stretched past their own normal rhythm or who are showing churn signals, ranks them by what the relationship was worth, drafts a win-back message per customer in the owner's voice, and sends and logs only what the owner approves. Chains review-reputation, outreach-composer, and crm-autopilot, and keeps the rule that the first touch acknowledges the gap without pitching. Use this whenever the owner is worried about customers drifting away, including phrasings like "who hasn't ordered in a while," "win back my old customers," "which customers have gone quiet," "we lost some regulars," "reach out to the people who stopped calling," or "how do I get them back." Reach for it when the owner names a customer they have not heard from, as readily as for a full win-back campaign.

日本語の概要は準備中です。原文の説明を表示しています。

Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly pipeline review", "which deals should I focus on this week", "any stale or stuck deals", "which deals have past close dates", "which deals are single-threaded", or "check my pipeline coverage against my number".

日本語の概要は準備中です。原文の説明を表示しています。

Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event on the right account and opportunity. Use when the user says "schedule a follow-up with [contact]", "book the demo with [account]", "find time with [name] next week", "send my Calendly link", or "get the QBR on the calendar".

日本語の概要は準備中です。原文の説明を表示しています。

360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".

日本語の概要は準備中です。原文の説明を表示しています。

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.

日本語の概要は準備中です。原文の説明を表示しています。

Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the [account] plan", "account planning for [account]", or before a planning cycle / QBR.

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First-run setup - checks which tools are connected, shows what's connected and what each one unlocks, learns how you write from your sent email, and renders a starter dashboard right away with no upfront interview. When tools are missing it walks through connecting the CRM, then email, then calendar, showing something useful after each. Use on first open, or when the user says "set me up", "get started", "what's connected", "learn my voice", "match my writing style", or "onboard me".

日本語の概要は準備中です。原文の説明を表示しています。

Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up on my [company] call", "summarize my call with [account]", "write the recap", "process this transcript", "process my call notes", "capture the objections and next steps", or pastes rough notes or a transcript after a discovery, demo, or negotiation call.

日本語の概要は準備中です。原文の説明を表示しています。

The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says "end of day", "close out my day", "process today's calls", "EOD", or on an evening schedule. Companion bookend to daily-briefing.

日本語の概要は準備中です。原文の説明を表示しています。