Skill UI

Automates HubSpot CRM workflows through Rube MCP and Composio, orchestrating contact, company, deal, ticket, and custom property tasks while enforcing batch limits and schema-aware validation.

Use Composio's Rube MCP suite to orchestrate Pipedrive CRM workflow tasks—deals, contacts, activities, notes, and pipelines—by first calling RUBE_SEARCH_TOOLS for schemas and keeping the connection active before executing each workflow.

This workflow provides comprehensive methods to manage Intercom contacts, covering the full lifecycle from anonymous leads to identified users. Users can create, search, update, merge leads into users, and manage custom attributes and segments. Ideal for building robust CRM features, synchronizing user data, or implementing advanced contact search capabilities in a SaaS application.

A comprehensive workflow for performing full CRUD (Create, Read, Update, Delete) operations across various Attio records, including people, companies, and deals. This utility supports complex data interactions, advanced filtering, targeted searching, and record linking, making it ideal for automating core CRM data management tasks.

This skill provides comprehensive API access to manage core Attio workflow components. Users can list and query pipelines, create, update, and delete list entries, track activities via notes, and manage tasks assigned to records. It is ideal for automating complex CRM workflows, sales pipeline management, and activity logging within Attio.

This workflow automates post-meeting intelligence management. It syncs detailed meeting notes, summaries, and action items captured by Fathom to major CRMs like Salesforce or HubSpot. It also generates tailored follow-up emails and maintains a structured meeting history database, ensuring seamless follow-through and accurate record-keeping after every meeting.

A comprehensive diagnostic bundle for Finta CRM, designed to collect critical operational data. It checks API connectivity, sync status for fundraising rounds and investor pipelines, and verifies integration health. Use it to troubleshoot sync failures, authentication errors, or to provide detailed support logs to the Finta support team.

A comprehensive guide for setting up the Finta fundraising CRM account. This skill assists users with initial onboarding, connecting critical data sources like Gmail, Outlook, and Google Calendar to automatically track investor communications and meeting activities. It is essential for managing the entire fundraising pipeline, from initial research to closing a term sheet.

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

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.