sales-integration
Connect Sales Tools
Help the user design and implement integrations between sales tools — from choosing the right integration method through trigger/action design, field mapping, and error handling. This skill covers webhooks, Zapier/Make, native integrations, and custom API pipelines.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated knowledge.
Ask the user:
- What are you connecting?
- Source tool (where the event happens): Mailshake, Apollo, Salesloft, Smartlead, Lemlist, Yesware, Groove.cm, Mixmax, Reply.io, Woodpecker, Hunter.io, Seismic, Tomba, Prospeo, Seamless.AI, SafetyMails, Closum, Omnisend, Mailchimp, SendGrid, Postmark, Customer.io, Mailgun, Klaviyo, ActiveCampaign, Outscraper, Enrich.so, Minelead, Lobstr.io, GetProspect, Skrapp, OpenWeb Ninja, Anymail Finder, ZeroBounce, Snov.io, LeadMagic, ZoomInfo, Clearbit, RB2B, 6sense, Brevo, Braze, Iterable, GetResponse, SendPulse, Clay, HubSpot, Salesforce, Qwilr, RudderStack, Boomi, Workato, Celigo, SnapLogic, Jitterbit, Tray, Informatica, TIBCO, other
- Destination tool (where the action should happen): Salesforce, HubSpot, Slack, Pipedrive, other
- Is this one-way or bidirectional?
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