Skill UI

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.

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.

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 bundle collects comprehensive diagnostic evidence from the MindTickle sales enablement API. It gathers data on API token validation, course catalog status, user enrollment, assessment progress, and CRM sync state. It allows users to diagnose complex issues like content gaps, scoring discrepancies, and SSO failures without requiring admin access, providing a complete diagnostic tarball for support teams.

This tool facilitates bi-directional synchronization of marketing data (contacts, deals, campaigns) between connected CRM platforms, including Salesforce, HubSpot, Zoho, and Pipedrive. It ensures a single source of truth for sales and marketing by handling automatic field mapping, data deduplication, compliance validation (e.g., GDPR), and advanced conflict resolution. Designed for complex, enterprise-grade data governance, this method replaces manual CSV imports for reliable, governed data transfers.