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OpenClaw Skills & Use Case Index

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Skills tagged: crm

Browse skills that share this tag.

  • salesforce - Access and manage One Fell Swoop's Salesforce instance.
    salesforcecrmsoqlapex

    ★ 0 · Updated 2026-09-22

    Access One Fell Swoop's Salesforce Sales Cloud instance to query data, manage flows, write Apex, run reports, and handle integrations.

    ⚙ Query data using SOQL⚙ Create and update records⚙ Execute anonymous Apex code
  • twenty-record-presentation - Present Twenty CRM records as readable summaries and tables.
    twenty-crmcrmmcpdata-presentation

    ★ 0 · Updated 2026-09-20

    Retrieves and presents Twenty CRM records as readable summaries or tables using the connected Twenty MCP server.

    ⚙ Discover object fields and filters⚙ Retrieve Twenty CRM records⚙ Format dates, times, and values
  • crm - HubSpot CRM Operations
    hubspotcrmcontactsdeals

    ★ 76 · Updated 2026-09-19

    List and search HubSpot contact records, view deal pipelines, and update deal stages with explicit confirmation using crm-cli.

    ⚙ List contact records⚙ Get contact details⚙ Search contact records
  • add-event - Capture and file new events into the vault.
    event-loggingvaultchatham-house-rulecrm

    ★ 1 · Updated 2026-09-19

    Captures new events into the vault, logging attendees, organizations, key threads, and actions while applying Chatham House Rule checks.

    ⚙ Check Foothold pack environment⚙ Gather event identity details⚙ Apply Chatham House Rule check
  • Sales Pipeline Manager - Track sales opportunities and forecast revenue.
    salescrmrevenueforecasting

    ★ 18 · Updated 2026-09-19

    Tracks sales opportunities through pipeline stages, forecasts revenue, and analyzes deal conversion metrics.

    ⚙ Configure pipeline stages and metrics⚙ Track and update deal progression⚙ Generate revenue forecasts
  • salesforce-developer - Development and customization for the Salesforce platform
    salesforceapexlwcsoql

    ★ 0 · Updated 2026-09-18

    Develops Apex code, Lightning Web Components, SOQL queries, and integrations while managing governor limits on the Salesforce platform.

    ⚙ Write Apex code⚙ Build Lightning Web Components⚙ Optimize SOQL queries
  • microsoft-outlook - Microsoft Outlook Integration via Apideck CRM API
    microsoft-outlookapideckcrmoauth2

    ★ 4 · Updated 2026-09-18

    Integrate Microsoft Outlook via Apideck CRM unified API to read, write, or search contacts, companies, leads, opportunities, activities, and pipelines.

    ⚙ List CRM resources in Microsoft Outlook⚙ Read Microsoft Outlook CRM data⚙ Write Microsoft Outlook CRM data
  • salesforce-automation - Automate Salesforce CRM tasks via Rube MCP
    salesforcecrmrube-mcpsoql

    ★ 1 · Updated 2026-09-18

    Automates Salesforce CRM operations including leads, contacts, accounts, opportunities, tasks, and SOQL queries via Rube MCP.

    ⚙ Create and update leads⚙ Manage contacts and accounts⚙ Track sales opportunities
  • close-automation - Automate Close CRM tasks via Rube MCP
    crmclose-crmautomationrube-mcp

    ★ 1 · Updated 2026-09-17

    Automates Close CRM operations including creating leads, logging calls and SMS, managing tasks, and retrieving notes via Rube MCP.

    ⚙ Create leads in Close CRM⚙ Log phone call activities⚙ Send or log SMS messages
  • Kommo Automation - Automate Kommo CRM sales pipeline and lead operations
    crmkommolead-managementsales-pipeline

    ★ 612 · Updated 2026-09-16

    Automate Kommo CRM operations to manage leads, pipelines, pipeline stages, tasks, and custom fields via Composio MCP integration.

    ⚙ List lead pipelines and stages⚙ List and filter leads⚙ Create new leads
  • Attio Automation - Automate Attio CRM operations using natural language
    attiocrmcomposiomcp

    ★ 1 · Updated 2026-09-16

    Automates Attio CRM operations including record search, queries, browsing notes, listing attributes, and schema discovery via Composio MCP.

    ⚙ Fuzzy search CRM records⚙ Query records with advanced filters⚙ Find records by ID or attributes
  • pm-salesforce - Salesforce connector knowledge and safe action guide.
    salesforcecrmrest-apietl

    ★ 7 · Updated 2026-09-16

    Reads Salesforce object metadata and allow-listed Account, Contact, and Lead SOQL queries through the REST API.

    ⚙ Read Salesforce object metadata⚙ Query allow-listed Salesforce records⚙ Inspect Salesforce connector configuration
  • call-prep - Prepare comprehensive sales call briefs and agendas.
    salesmeeting-prepaccount-researchcrm

    ★ 4 · Updated 2026-09-16

    Prepares sales call briefs with account context, attendee research, agendas, discovery questions, and objection handling.

    ⚙ Search web news and company background⚙ Research meeting attendees background and roles⚙ Aggregate CRM email and chat history
  • frm - CLI friend and relationship manager backed by CardDAV
    carddavcontactsclicrm

    ★ 15 · Updated 2026-09-14

    CLI relationship manager backed by CardDAV that tracks interactions, sets contact reminders, and triages personal and professional relationships.

    ⚙ Check overdue contacts⚙ Retrieve contact context⚙ Log interaction notes
  • ba-integracoes - Connect existing client systems and orchestrate workflows
    integrationautomationworkflowcrm

    ★ 0 · Updated 2026-09-12

    Connects client systems like Sheets, Notion, Stripe, and CRMs, orchestrating multi-step automated workflows and notifications.

    ⚙ Connect existing client tools⚙ Orchestrate multi-integration pipelines⚙ Send team notification alerts
  • centralstationcrm-automation - Automate Centralstationcrm operations via Rube MCP
    centralstationcrmrube-mcpcomposiocrm

    ★ 0 · Updated 2026-09-12

    Automate Centralstationcrm tasks using Rube MCP by discovering tools, checking connection status, and executing actions.

    ⚙ Search available tools⚙ Manage Centralstationcrm connection status⚙ Execute discovered tool actions
  • partner-revenue-desk - Partner Revenue Desk Skill
    partner-revenuerevopsattributionmdf

    ★ 57 · Updated 2026-09-09

    Operating model for tracking, attributing, and accelerating partner-sourced revenue.

    ⚙ Forecast partner-sourced revenue⚙ Monitor incentives and MDF utilization⚙ Coordinate attribution disputes
  • salesforce-automation - Automate Salesforce CRM operations via Rube MCP
    salesforcecrmmcpautomation

    ★ 6 · Updated 2026-09-09

    Automates Salesforce tasks including leads, contacts, accounts, opportunities, tasks, and SOQL queries via Rube MCP.

    ⚙ Manage Salesforce leads and campaigns⚙ Manage contacts and associated accounts⚙ Track and manage sales opportunities
  • salesforce-reference-architecture - Salesforce integration reference architecture patterns.
    saascrmsalesforcearchitecture

    ★ 17 · Updated 2026-09-09

    Provides reference architecture patterns for Salesforce integrations using jsforce, SFDX, and event-driven sync models.

    ⚙ Design Node.js integration applications⚙ Structure SFDX metadata projects⚙ Implement event-driven data sync
  • salesforce-reference-architecture - Salesforce Integration Reference Architecture
    saascrmsalesforceintegration

    ★ 1 · Updated 2026-05-11

    Implement Salesforce integration reference architecture using jsforce, SFDX, and event-driven patterns for Node.js apps

    ⚙ create integration project structure⚙ organize SFDX metadata project⚙ design integration pattern

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