Results for “crm”

Automate Highlevel CRM operations through Composio's Highlevel toolkit via Rube MCP, with tool discovery and connection management.

Automate Keap CRM operations through Composio's Keap toolkit via Rube MCP, with tool discovery and connection management.

Manage Kommo CRM sales pipelines, leads, tasks, and custom fields through natural language commands via the Composio MCP integration.

Automate Accelo CRM operations through Composio's Accelo toolkit via Rube MCP, with tool discovery and connection management.

Automate Agiled CRM operations through Composio's Agiled toolkit via Rube MCP, with tool discovery and connection management.

Automate Firmao CRM operations through Composio's toolkit via Rube MCP, with dynamic tool discovery and connection management.

Automate Axonaut CRM operations through Composio's toolkit via Rube MCP, with dynamic tool discovery and connection management.

Automate Fireberry CRM operations through Composio's Fireberry toolkit via Rube MCP, with tool discovery and connection management.

Automate Salesmate CRM operations through Composio's toolkit via Rube MCP, with dynamic tool discovery and connection management.

Automate Folk CRM operations through Composio's Folk toolkit via Rube MCP, with dynamic tool discovery and connection management.

Automate Moxie CRM operations through Composio's Moxie toolkit via Rube MCP, with dynamic tool discovery and connection management.

Automate Blackbaud CRM operations through Composio's toolkit via Rube MCP, with dynamic tool discovery and connection management.

Manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and support cases via the Dynamics 365 Web API.

Manages Keap CRM data through the Maton API gateway with OAuth, covering contacts, companies, tags, tasks, orders, opportunities, and campaigns.

Automate Godial CRM operations through Composio's Godial toolkit via Rube MCP, with dynamic tool discovery and connection management.

Automate Jobnimbus CRM operations through Composio's Jobnimbus toolkit via Rube MCP, including contact management, job tracking, and data synchronization.

Automate Zoho Bigin CRM operations including pipelines, contacts, companies, and products through Composio's Zoho Bigin toolkit via Rube MCP.

Automate Zoho CRM, Books, and other Zoho operations through Composio's Zoho toolkit via Rube MCP, with dynamic tool discovery and connection management.

Manage Attio CRM operations through natural language: search records, query contacts and companies with advanced filters, manage notes, list attributes, and navigate relationship data via the Composio MCP integration.

Automate ActiveCampaign operations through Composio's ActiveCampaign toolkit via Rube MCP.

Automate Centralstationcrm operations through Composio's toolkit via Rube MCP, with tool discovery and connection management.

Installs the HubSpot API client for Node.js and links to HubSpot API documentation for building integrations.

Automate Espocrm operations through Composio's Espocrm toolkit via Rube MCP, with tool discovery and connection management.

Automate Nocrm IO operations through Composio's Nocrm IO toolkit via Rube MCP, with tool discovery and connection management.

Drive new-customer setup checklist — welcome email, kickoff scheduling, shared Notion workspace, Slack notification, milestone tracking. Event-triggered on Stripe checkout success or CRM Stage="Closed Won".

Automate Salesforce Service Cloud operations through Composio's Rube MCP toolkit, including case management, account updates, and service workflows.

Generate a branded sales proposal from a CRM deal record — packaged as a Gamma deck (or Google Doc fallback) with embedded Stripe payment link, emailed to the prospect via Gmail draft. On-demand per deal.

Transcribe WhatsApp voice messages using local Whisper CLI. Use when: owner or contact sends an audio/ogg voice message. Combines Whisper transcription + CRM update + task creation. Works offline for short clips, uses OpenAI API for long clips. Hebrew and English supported.

Compose a monthly investor update — pull financials from Xero, MRR/churn from Stripe, product KPIs from PostHog, customer wins from Notion CRM, prior-update context from investors.md. Drafts in founder's voice, redacts per investors.md OMIT rules, packages as a branded Gamma deck (Google Doc fallback), and dispatches a Gmail cover note per investor (or BCC list) linking to the deck. Monthly cron (5th of month for prior month) or on-demand.

Build a champion, do not just hope you have one. It identifies who inside the account can sell for you, arms them with the internal-sell narrative and a one-pager they can forward, and plans the multi-thread so the deal does not rest on one person. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "who is my champion", "build a champion", "arm my champion", "this deal is single-threaded", "help them sell internally", or any multi-thread or champion-development request.