🗂️CRM Workflows Skills
Browse skills in the CRM Workflows category.
Hubspot Integration
A powerful skill for Claude agents.
query-language
Use when user needs complex data queries, multi-entity joins, aggregations, or analysis across Affinity data. Also use when user wants to filter, group, sort, or aggregate CRM records programmatically. Triggers: "query language", "structured query", "SQL-like", "find all persons where", "count opportunities by", "sum deal values", "average amount", "group by status", "filter AND/OR", "include companies with persons".
customer-success-manager
Manage customer relationships, track health scores, prevent churn, and drive expansion
sales-pipeline-manager
Track sales opportunities, manage deals, forecast revenue, and optimize conversion rates
retention-marketer
Develop retention strategies to reduce churn and increase customer lifetime value
member-workflow
Guides implementation of member lifecycle workflows including registration, renewal, engagement tracking, and duplicate detection for 20,000+ members across national, state, and local NABIP chapters. Use when working on member onboarding, status changes, tier upgrades, or automated renewal processes.
sales
Build sales strategy, pipelines, outreach, and forecasting. Use for sales process design, revenue targets, pipeline health, or deal management tasks.
poplar-direct-mail
Design and send programmatic direct mail using Poplar's HTML templates and API. Use for creating dynamic mail pieces (postcards, bifolds, trifolds, letters) with personalization and triggering mail via API.
hubspot-crm
Use when syncing contacts or lists to HubSpot CRM. Automatically uses HUBSPOT_API_TOKEN from environment.
ai-native-workflow
Jeff Su's AI-Native Workflow framework (4 Habits) mapped onto Nebuchadnezzar v3.4 pipeline infrastructure. Use when:(1) "swipe file" or "what worked before" - retrieve proven email patterns by stage(2) "task mapping" or "M/AI split" or "YOU vs AI" - get decisions for stage transitions(3) "breadcrumb" or "anchor this" - link conversations to HubSpot + Git deal folders(4) "prompt library" or "battle-tested" - access working slash commands(5) "Blue Pill" - customer-facing communication (emails, proposals)(6) "Red Pill" - internal analysis (PLD, Brand Scout, Deal Snapshot)(7) Stage transitions [00→01], [02→03], [04] follow-ups, [08→09] win-backsTriggers on: "ai-native", "4 habits", "swipe", "winning email", "what worked", "task mapping", "YOU vs AI", "blue pill", "red pill"
hubspot-crm-expert
HubSpot CRM API expert with rate limiting, associations, timestamps, and batch operations.Use when: API calls, creating records, updating deals, associations, stage transitionsTriggers on: "hubspot", "api call", "association", "create contact", "create deal", "update deal", "stage update", "batch", "rate limit", "timestamp"
discovery-sales-expert
Unified discovery and sales execution expert consolidating 38 Questions,CVM White Glove methodology, email patterns, and stage playbooks.Use when: discovery calls, pipeline execution, email drafting, stage transitionsTriggers on: "discovery call", "38 questions", "volume commitment", "white glove", "follow-up email", "proposal", "stage transition", "win-back", "implementation", "test-to-ramp", "GRI", "outreach"
goal-tracking-expert
Self-improving CVM goal tracking expert with automatic learning.Use when: running /cvm-goals, checking pipeline health, stage analysis, goal calculationsTriggers on: "cvm-goals", "goal tracking", "stage entry", "micro-actions", "pipeline health", "rubric", "composite score", "weekly goals", "monthly goals", "quarterly goals", "funnel metrics", "archetype"
referral
Referral systems - referral programs, viral loops. Use for referrals.
agentforce-2025
Salesforce Agentforce AI agents and autonomous automation (2025)
data-cloud-2025
Salesforce Data Cloud integration patterns and architecture (2025)
flow-orchestrator-2025
Salesforce Flow Orchestrator multi-user automation best practices (2025)
revenue-operations
Эксперт RevOps. Используй для GTM стратегий, процессов продаж, CRM систем и revenue метрик.
sales-operations
Эксперт Sales Ops. Используй для процессов продаж, CRM, forecasting и sales analytics.
bel-crm-db
Uses the mcp postgresql to read and write crm relevant data to the crm database: Its about: sales_opportunity (Verkaufschancen) person (Kontaktperson im Unternehmen) company_site (Ein Standort eines Unternehmens) event (Aktivität, TODO, ... insgesamt bilden die Aktivitäten die Historie und die Zukunft von company_site, person und sales_opportunity ab) data_files (Dateien: PDFs, Bilder, E-Mail-Anhänge, Office-Dokumente - verknüpft mit CRM-Entitäten)
bel-show-crm-file
This skill should be used when the user wants to view, display, or show a file stored in the CRM database. This is an orchestration skill that combines downloading from the database and opening with the OS default application. Triggers on requests like "show me the contract from CRM", "display the image from the database", "view the PDF for company X", or "open the attachment from the database".
gmail-intelligence
Transform Gmail into a business intelligence system for MTL Craft Cocktails. Answer questions about emails, detect leads, draft responses, and track client communications with context about the cocktail catering business.
powerful-framework
Applies the POWERFUL deal qualification framework to analyze sales opportunities. Use this skill when qualifying deals, assessing opportunity strength, identifying gaps in deal intelligence, or coaching sales teams on deal execution.
sales-methodology-implementer
Implement proven sales methodologies (MEDDIC, BANT, Sandler, Challenger, SPIN) across your team. Generate framework-specific questions, score deals, train reps, and enforce consistent qualification. Use when implementing or optimizing sales processes.
territory-planning-optimizer
Account assignment by revenue potential, geography, relationship. Workload balancing, TAM/SAM calculation, coverage models.
marketing-email-automation
Email marketing automation - workflow design, platform setup (HubSpot, Klaviyo, Mailchimp), nurture sequences, lifecycle emails, and deliverability.
deal-momentum-analyzer
Score deal velocity based on email response times, meeting frequency, and stakeholder engagement. Predict which deals will close vs stall.
deal-review-framework
Structured deal assessment using MEDDIC, BANT. Risk scoring, required evidence by stage, red flag detection, coaching points.
pipeline-health-analyzer
Analyze pipeline health, identify stalled deals, predict close probability, and suggest actions to move deals forward. Improves forecast accuracy and prevents revenue leakage. Use when deals get stuck or forecast accuracy is poor.
client
Manage client relationships. USE WHEN user asks about clients, follow-ups, client emails, or who needs attention.
apollo-enterprise-rbac
Enterprise role-based access control for Apollo.io.Use when implementing team permissions, restricting data access,or setting up enterprise security controls.Trigger with phrases like "apollo rbac", "apollo permissions","apollo roles", "apollo team access", "apollo enterprise security".
apollo-migration-deep-dive
Comprehensive Apollo.io migration strategies.Use when migrating from other CRMs to Apollo, consolidating data sources,or executing large-scale data migrations.Trigger with phrases like "apollo migration", "migrate to apollo","apollo data import", "crm to apollo", "apollo migration strategy".
customerio-core-feature
Implement Customer.io core feature integration.Use when implementing segments, transactional messages,data pipelines, or broadcast campaigns.Trigger with phrases like "customer.io segments", "customer.io transactional","customer.io broadcast", "customer.io data pipeline".
customerio-webhooks-events
Implement Customer.io webhook handling.Use when processing delivery events, handling callbacks,or integrating Customer.io event streams.Trigger with phrases like "customer.io webhook", "customer.io events","customer.io callback", "customer.io delivery status".
apollo-data-handling
Apollo.io data management and compliance.Use when handling contact data, implementing GDPR compliance,or managing data exports and retention.Trigger with phrases like "apollo data", "apollo gdpr", "apollo compliance","apollo data export", "apollo data retention", "apollo pii".
customerio-primary-workflow
Execute Customer.io primary messaging workflow.Use when setting up email campaigns, push notifications,SMS messaging, or in-app message workflows.Trigger with phrases like "customer.io campaign", "customer.io workflow","customer.io email automation", "customer.io messaging".
apollo-webhooks-events
Implement Apollo.io webhook handling.Use when receiving Apollo webhooks, processing event notifications,or building event-driven integrations.Trigger with phrases like "apollo webhooks", "apollo events","apollo notifications", "apollo webhook handler", "apollo triggers".
lead-hunter
Self-improving AI system for distressed property lead generation. Monitors performance, spawns specialized skills to fix bottlenecks, runs A/B tests, and continuously optimizes lead conversion. Use when building or optimizing lead generation workflows, analyzing pipeline metrics, or creating automated lead intelligence systems.
hubspot-crm
Use when syncing contacts or lists to HubSpot CRM. Automatically uses HUBSPOT_API_TOKEN from environment.
lead-gen-email
Skill for Lead Generation and Email Marketing automation in n8n. Use for creating leads, scoring, enrichment, email campaigns, and nurturing sequences. Activate when working on lead capture forms, email workflows, MQL/SQL qualification, or marketing automation.
hubspot-connect
Connect to HubSpot CRM for contact, company, deal, and engagement management. Load when user mentions 'hubspot', 'crm', 'contacts', 'companies', 'deals', 'list contacts', 'create contact', 'search deals', or any HubSpot CRM operations. Meta-skill that validates config, discovers CRM objects, and routes to appropriate operations.
hubspot-create-company
Create a new company in HubSpot CRM. Load when user says 'create company', 'add company', 'new company'. Requires name, optional domain, industry, city.
hubspot-create-contact
Create a new contact in HubSpot CRM. Load when user says 'create contact', 'add contact', 'new contact'. Requires email, optional firstname, lastname, phone, company.
hubspot-create-deal
Create a new deal in HubSpot CRM. Load when user says 'create deal', 'add deal', 'new deal', 'new opportunity'. Requires name, optional amount, stage, closedate.
hubspot-create-note
Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content.
hubspot-list-calls
List call engagements from HubSpot CRM. Load when user says 'list calls', 'show calls', 'call history', 'hubspot calls'. Returns logged call records.
hubspot-get-associations
Get associated records in HubSpot CRM. Load when user says 'get associations', 'linked records', 'contacts on deal', 'company contacts', 'related records', 'who is on this deal'.
hubspot-list-companies
List companies from HubSpot CRM. Load when user says 'list companies', 'show companies', 'get companies', 'hubspot companies'. Returns paginated company list.
hubspot-list-contacts
List contacts from HubSpot CRM. Load when user says 'list contacts', 'show contacts', 'get contacts', 'hubspot contacts'. Returns paginated contact list with email, name, phone, company.
hubspot-create-meeting
Create a meeting engagement in HubSpot CRM. Load when user says 'create meeting', 'add meeting', 'schedule meeting', 'new meeting'. Requires title, start and end times.