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Automate Centralstationcrm operations through Rube MCP, a connection for agent tools. Agents discover available operations, verify the service connection, and use current input requirements to carry out the requested workflow.
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Automate Capsule CRM work involving contacts, opportunities, cases, tasks, and sales pipeline management. Through Rube MCP, a connection for agent tools, the skill guides tool discovery, connection checks, and workflows involving multiple operations.
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Keep customer records and sales deals current using emails, meetings, and call transcripts. Prepare activity summaries, follow-up drafts for quiet deals, cleanup proposals, and a next-step queue with owners and dates.
中文简介正在准备中。当前显示英语简介。
Automate Centralstationcrm operations through Rube MCP, a connection for agent tools. Agents discover available operations, verify the service connection, and use current input requirements to carry out the requested workflow.
中文简介正在准备中。当前显示英语简介。
Automate Capsule CRM work involving contacts, opportunities, cases, tasks, and sales pipeline management. Through Rube MCP, a connection for agent tools, the skill guides tool discovery, connection checks, and workflows involving multiple operations.
中文简介正在准备中。当前显示英语简介。
Audit CRM deals for missing fields, outdated dates, inactive records, and mismatches between sales stages and supporting evidence. Receive a checklist of issues and suggested fixes, using connected CRM data or an uploaded pipeline export.
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Turn call notes, meeting transcripts, or email exchanges into completed CRM activities linked to the relevant account, deal, and contacts. Review the entry with its sources, save it on request, and check past activity.
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Helps implement Zoom Phone connections with CRM systems and web apps. Covers embedded calling, call history, call and SMS launch links, and automated call handling, with guidance on authentication, event processing, and security checks.
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Close out a sales day by reconciling meetings with call records, identifying CRM updates, and collecting commitments from both sides. Receive a day-end wrap with call statuses and the three highest-priority actions for tomorrow.
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Design the processes connecting marketing, sales, and customer success. Produce documents for lead scoring, meaning prospect prioritization, along with assignment rules, handoff deadlines, deal stages, CRM workflows, and dashboards that show where prospects stall.
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Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
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Outlook の予定表・送受信メール・Teams チャットから営業活動を抽出し、Dataverse CRM の営業活動と商談の「次のアクション」へ差分だけ登録する日報・週報スキル。 Use when ユーザーが「今日の営業報告をして」「日報を CRM に登録して」「今週の商談活動を CRM に反映して」「会議の内容を CRM に記録して」と依頼したとき。 Dataverse MCP コネクタ（describe / read_query / search_data / create_record / update_record）を使用する。
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Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau is the right level of analytics tooling, and when reviewing or troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for a detailed CRM Analytics vs Tableau licensing and platform comparison — use architect/crm-analytics-vs-tableau-decision. NOT for building the app, lenses and datasets — use admin/crm-analytics-app-creation.
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Manage Capsule CRM, a customer relationship management service, through natural language requests. Create and update contacts and organizations, filter records by multiple conditions, and review tasks, projects, and activity history through the Composio MCP integration.
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Coordinate meetings by checking availability, proposing times, and drafting or booking invitations. Record booked meetings against the right account or sales opportunity in a CRM, a system for managing customer relationships.
中文简介正在准备中。当前显示英语简介。
Manage Capsule CRM, a customer relationship management service, through natural language requests. Create and update contacts and organizations, filter records by multiple conditions, and review tasks, projects, and activity history through the Composio MCP integration.
中文简介正在准备中。当前显示英语简介。
Cleans up CRM data from HubSpot, Salesforce, Pipedrive, Zoho, Close, Attio, or any CRM CSV export. Finds duplicate contacts and companies with fuzzy matching (not just exact email), normalizes emails, phones to E.164, names, domains, states, and countries, flags stale, invalid, role, and test records, finds broken contact-company associations, and produces a reviewable merge plan plus import-ready files without touching the live CRM. Use this skill whenever the user wants to dedupe, find or merge duplicate contacts, merge companies or accounts, clean up a CRM, prep a CRM migration or re-import, or says the CRM export is a mess. Also use it when they mention only one symptom, like "the same person is in here three times", "half our leads are junk", or "our company records don't match".
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Build a sales prospecting package by researching the market, ranking potential customers, drafting messages in the sender's voice, and logging outreach. Separate approvals govern key stages, with customer files and spreadsheets supporting work when connectors are unavailable.
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Maps people involved in a deal or account using CRM records, communications, or supplied files. Shows roles, engagement, and stance with evidence, identifies missing decision makers and dependence on one contact, and suggests paths to new relationships.
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Update CRM opportunity fields such as stage, close date, amount, and next steps. See the exact before-and-after values, apply only requested or accepted changes, and verify the saved record through a link.
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Turn sales call transcripts or notes into a customer follow-up draft, an internal team summary, and proposed customer record updates. Capture decisions, concerns, and commitments, with source references supporting the suggested changes.
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Build and operate websites, internal tools, APIs, and databases on Kortix Apps using its CLI or SDK. Covers deployment, sign-in, scaling, persistent storage that survives updates, snapshots, and restoring earlier application releases.
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Design automation for sales and marketing workflows, including lead scoring, routing, CRM updates, and AI agent tasks. The skill helps choose platforms, organize shared customer context, and define monitoring and feedback loops around team needs and budget.
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CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.
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