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Finta CRM Setup and Integration Guide

finta-install-auth

jeremylongshore/claude-code-plugins-plus-skills

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.

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