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This comprehensive workflow automates the entire sales journey within HubSpot CRM. It handles lead capture and upserting contacts, creating or retrieving associated companies, and subsequently generating a new deal in the defined sales pipeline. Users can also advance deal stages and log activity notes, ensuring a complete and traceable end-to-end sales process automation. Ideal for implementing robust lead nurturing and sales operations.

This skill provides comprehensive automation for core HubSpot business processes. It manages marketing automation tasks, including creating and updating contact lists, processing form submissions, and executing marketing email campaigns. Furthermore, it handles the full customer support lifecycle by creating, updating, and closing support tickets and follow-up tasks.

This guide provides a deep-dive solution for migrating comprehensive CRM data from various sources (like Salesforce, Pipedrive, or spreadsheets) into HubSpot. It supports data mapping, creating custom properties, and executes robust batch imports via API, ensuring data integrity and seamless re-platforming for marketing and sales workflows.

This workflow guides the setup of a complete two-way communication system using the Podium API. It demonstrates how to set up webhooks to automatically receive inbound messages, implement auto-reply logic, and programmatically send outbound replies. It is essential for businesses needing to unify customer messaging, manage reviews, and process payments through a single integrated channel.

This skill provides patterns for Procore upgrade migration and platform integration using the REST API and OAuth2 authentication. It allows programmatic interaction with the Procore platform for core construction management tasks, including project lifecycle management, RFI tracking, and submittal processing, ensuring seamless workflow automation.

This workflow integrates RemoFirst's core functionalities for global Human Resources (HR), Employer of Record (EOR), and payroll management. It automates the entire employee onboarding lifecycle, including creating employee records, checking country-specific compliance requirements (e.g., required documents like passports, P45), uploading necessary documents, and tracking the overall onboarding status. Ideal for companies managing international workforce compliance and payroll.

A comprehensive guide for developing high-impact email marketing campaigns. Covers full lifecycle strategies, including welcome sequences, nurturing workflows, and promotional campaigns. Learn how to optimize deliverability, improve open and click rates, segment audiences, and build effective automation funnels using industry best practices and A/B testing techniques for maximum conversion.

This skill conducts a comprehensive audit to identify and prioritize automation opportunities within a user's existing workflow. It guides users through a structured intake (covering roles, repetitive tasks, and pain points) and systematically scans connected tools (like Gmail, Slack, Calendar, and CRMs) to surface actionable, ranked quick wins, minimizing implementation effort and maximizing impact.