crm-lookup
Skill0 starsChanged 15 days agoApache-2.0View on GitHub
Look up a person, company or deal in HubSpot or Salesforce and summarize the relationship. Use when a CRM is connected.
3 other projects use a version of this.
Adopted by
Most recently taken up by
- QuixiAI/Hexistheir own version, first seen Oct 8, 2026
- QuixiAI/agi-memorytheir own version, first seen Oct 8, 2026
- HubSpot/agent-cli-skillstheir own version, first seen Sep 30, 2026
Other versions3 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 3
- QuixiAI/agi-memory★ 623same name
- QuixiAI/Hexis★ 623same name
- HubSpot/agent-cli-skills★ 28same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository33 other files it gives its agents.
- alt-textSkill
- bci-demoSkill
- budget-varianceSkill
- bug-reportSkill
- competitor-snapshotSkill
- contract-reviewSkill
- customer-support-replySkill
- daily-briefingSkill
- data-quality-auditSkill
- dictation-cleanupSkill
- document-summarySkill
- email-replySkill
- form-extractionSkill
- image-descriptionSkill
- image-promptSkill
- inbox-triageSkill
- interview-scorecardSkill
- invoice-checkSkill
- lecture-notesSkill
- meeting-minutesSkill
- music-briefSkill
- podcast-show-notesSkill
- pr-digestSkill
- read-aloudSkill
- receipt-expense-reportSkill
- research-briefSkill
- revenue-snapshotSkill
- sales-reportSkill
- social-postSkill
- sql-analystSkill
- standup-summarySkill
- ticket-triageSkill
- translate-documentSkill
The file
We split this skill into the rules it gives an agent
1 rule. 0 are common, 1 is distinctive, and 0 are very specific to this project.
0
Common
Most of the 3 edited versions we read keep these.
1
Distinctive
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Distinctive: line 11
Only create contacts when the user asks.
“Common” is measured: kept by at least 6 in 10 of the 3 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
CRM lookup
tool_searchfor "hubspot" or "salesforce"; search for the name or domain.- Summarize: who they are, company, open deals and stage, last activity if available.
- Only create contacts when the user asks; creation needs their approval.
Does it work?
Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.
No reviews yet
People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.
- It worked
- Partly
- It didn't
Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
Your trail
Files you open will collect here, so you can find them again.
Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.
Now do this for your own.
Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.