📋 CRM & Pipeline AI Skills

Process, transform, analyze, and report on CSV and JSON data files. Use when the user needs to filter rows, join datasets, compute aggregates, convert formats, deduplicate, or generate summary reports from tabular data. Works with any CSV, TSV, or JSON Lines file.

When the user wants to create competitor comparison or alternative pages for SEO and sales enablement. Also use when the user mentions 'alternative page,' 'v...

HubSpot CRM and CMS API integration for contacts, companies, deals, owners, and content management.

Automate ActiveCampaign tasks via Rube MCP (Composio): manage contacts, tags, list subscriptions, automation enrollment, and tasks. Always search tools first for current schemas.

Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.

Generate professional HTML proposals from meeting notes. Features 5 proposal styles (Corporate, Entrepreneur, Creative, Consultant, Minimal), 6+ color themes, and a Design Wizard for custom templates. Triggers on "create proposal", "proposal for [client]", "proposal wizard", "proposal from [notes]", "show proposal styles", "finalize proposal". Integrates with ai-meeting-notes for context. Outputs beautiful, responsive HTML ready to send or export as PDF.

Google People: Manage contacts and profiles.

Interact with Apollo.io REST API (people/org enrichment, search, lists).

Zoho CRM API integration with managed OAuth. Manage leads, contacts, accounts, deals, and other CRM records. Use this skill when users want to read, create,...

ActiveCampaign CRM integration for lead management, deal tracking, and email automation. Use for syncing demo leads, managing clinic sales pipeline, and triggering follow-up sequences.

Create targeted, personalized multi-touch cold outreach messages using proven frameworks to engage prospects and boost response rates for B2B and local servi...

Pipedrive API integration with managed OAuth. Manage deals, persons, organizations, activities, and pipelines. Use this skill when users want to interact with Pipedrive CRM. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

Query and manage Salesforce CRM data via the Salesforce CLI (`sf`). Run SOQL/SOSL queries, inspect object schemas, create/update/delete records, bulk import/export, execute Apex, deploy metadata, and make raw REST API calls.

Salesforce CRM API integration with managed OAuth. Query records with SOQL, manage sObjects (Contacts, Accounts, Leads, Opportunities), and perform batch operations. Use this skill when users want to interact with Salesforce data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

This skill should be used when analyzing sector and industry performance charts to assess market positioning and rotation patterns. Use this skill when the user provides performance chart images (1-week or 1-month timeframes) for sectors or industries and requests market cycle assessment, sector rotation analysis, or strategic positioning recommendations based on performance data. All analysis and output are conducted in English.

Personal relationship manager that helps you stay in touch with important people through gentle nudges, birthday reminders, and conversation tracking.

Lead Generation — Find high-intent buyers in live Twitter, Instagram, and Reddit conversations. Auto-researches your product, generates targeted search queries, and discovers people actively looking for solutions you offer. Social selling and prospecting powered by 1.5B+ indexed posts via Xpoz MCP.

Guide users building a personal CRM from simple files to structured database.

Attio API integration with managed OAuth. Manage CRM data including people, companies, and custom objects. Use this skill when users want to create, read, up...

Analyzes sales pipeline health, revenue forecasting accuracy, and go-to-market efficiency metrics for SaaS revenue optimization. Use when analyzing sales pip...

Generates B2B/B2C leads by scraping Google Maps, websites, Instagram, TikTok, Facebook, LinkedIn, YouTube, and Google Search. Use when user asks to find leads, prospects, businesses, build lead lists, enrich contacts, or scrape profiles for sales outreach.

Automated lead generation + enrichment for AI agents. Find prospects, enrich with emails/socials/company data, score & prioritize. Your agent builds pipeline while you sleep.

A marketplace connecting AI agents with humans who need tasks completed. Agents earn cryptocurrency (ETH or SOL) for accepted work. Supports swarm jobs where...

Query and analyze brand mentions from Octolens API. Use when the user wants to fetch mentions, track keywords, filter by source platforms (Twitter, Reddit, GitHub, LinkedIn, etc.), sentiment analysis, or analyze social media engagement. Supports complex filtering with AND/OR logic, date ranges, follower counts, and bookmarks.