Lead Routing
Skill ยืนยันแล้วIntelligent lead assignment and routing - AI-powered scoring, territory mapping, round-robin distribution, and workload balancing
This skill automates lead distribution using AI-powered scoring, territory mapping, and round-robin strategies. It integrates with CRM systems like HubSpot and Salesforce via MCP tools to assign leads, create tasks, and manage SLAs.
การติดตั้ง
npx skills add claude-office-skills/skillsเรียกใช้ Vercel skills CLI (skills.sh) ผ่าน npx — ต้องติดตั้ง Node.js ในเครื่อง และมี agent ที่รองรับ skills อย่างน้อยหนึ่งตัว (Claude Code, Cursor, Codex, …) ทั้งนี้สมมติว่า repo ใช้รูปแบบ agentskills.io
ส่วนขยายที่คล้ายกัน
CRM Automation
90CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
Customer Success
98Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies
Day 2: 나만의 Context Sync 스킬 만들기
98AI Native Camp Day 2 Context Sync 스킬 만들기. 여러 외부 도구에서 컨텍스트를 수집하여 하나의 sync 문서로 만드는 나만의 스킬을 직접 구축한다. "2일차", "Day 2", "context sync", "컨텍스트 싱크", "sync 스킬", "스킬 만들기", "정보 수집 스킬" 요청에 사용.
Webhook Automation
98Build and manage webhook-based integrations for real-time event processing and API connections
Expansion Revenue Finder
90Identifies upsell and cross-sell opportunities within existing customer accounts. Analyzes product usage, feature gaps, team growth, industry benchmarks, and competitive pressure to surface revenue expansion plays scored by potential, effort, and likelihood. Generates an expansion-playbook.md with account-by-account opportunities, recommended pitch, timing, and approach.
Pipedrive Automation
88Automate Pipedrive CRM workflows including deal management, pipeline tracking, and sales reporting