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Search CRM , found 19 results

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Agencyzoom Automation Workflow

agencyzoom-automation

ComposioHQ/awesome-claude-skills

Streamlines Agencyzoom operations through Composio’s toolkit by driving Rube MCP searches, connection checks, and multi-execute calls before any action, making it ideal for automation engineers embedding CRM tasks into composable workflows.

Apollo Reference Architecture

apollo-reference-architecture

jeremylongshore/claude-code-plugins-plus-skills

Implements Apollo.io reference architecture guidelines for building production-grade sales intelligence apps, including layered services, Bull jobs, TypeORM models, REST APIs, and CRM/event-driven integrations.

Centralstationcrm Automation Workflow

centralstationcrm-automation

ComposioHQ/awesome-claude-skills

Automates Centralstationcrm operations via Composio’s Rube MCP toolkit, guiding you through tool discovery, connection checks, schema validation, and execution while always invoking RUBE_SEARCH_TOOLS before running workflows.

Clay Data Compliance

clay-data-handling

jeremylongshore/claude-code-plugins-plus-skills

Implements Clay-specific PII handling, validation, deduplication, retention, and GDPR/CCPA export patterns so teams can safely enrich leads and keep CRM data compliant.

Close CRM Automation

close-automation

davepoon/buildwithclaude

Automates Close CRM lead creation, call/SMS logging, task/note management, and activity deletion through Composio’s Rube MCP toolkit, with reminders to refresh schemas before use.

Dynamics 365 Automation

dynamics-365-automation

ComposioHQ/awesome-claude-skills

Automates Microsoft Dynamics 365 CRM workflows via the Dynamics CRM Web API, letting you create and update leads, accounts, contacts, opportunities, orders, invoices, and support cases from a connected Rube MCP server.

Espocrm Rube Automation Flow

espocrm-automation

ComposioHQ/awesome-claude-skills

Guide on automating Espocrm tasks through Composio's toolkit via Rube MCP, outlining how to configure MCP, discover tools, validate active connections, and execute schema-compliant workflows with the required search and memory calls.

Fireflies Data Handling

fireflies-data-handling

jeremylongshore/claude-code-plugins-plus-skills

Implements Fireflies.ai transcript export, PII redaction, configurable retention policies, and selective CRM sync so teams can manage meeting data securely while meeting GDPR/CCPA and audit requirements.

Fireflies Architecture Blueprint

fireflies-reference-architecture

jeremylongshore/claude-code-plugins-plus-skills

Defines Fireflies.ai reference architecture with GraphQL pipelines, CRM sync, webhook handling, and analytics so teams can structure new integrations, review layouts, or enforce best practices for meeting intelligence apps.

Granola Webhooks Automation

granola-webhooks-events

jeremylongshore/claude-code-plugins-plus-skills

Handle Granola Zapier webhooks to trigger event-driven workflows for meeting notes, notifications, CRM updates, and retries with filtering strategies for real-time or batched processing.

Instantly Integration Architecture

instantly-reference-architecture

jeremylongshore/claude-code-plugins-plus-skills

Guides building Instantly cold-outreach projects with best-practice layout, API access, lead uploads, multi-sequence campaigns, and CRM-synced reply handling; use when designing, reviewing, or auditing Instantly integrations.

Instantly Webhook Events

instantly-webhooks-events

jeremylongshore/claude-code-plugins-plus-skills

Securely validate Instantly webhook signatures and route email outreach events (sent, opened, replied, bounced, interested leads, meetings) to CRM, analytics, and notification workflows for real-time insight.

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