🔗 PackIA: CRM & Salesforce
A clean pipeline and data that updates itself
Direct answer: A clean pipeline and data that updates itself This pack brings together 6 resources for Claude, Claude Code.
Connect your agent to the CRM: opportunity updates after every call, account enrichment, duplicate data cleanup, and pipeline reports leadership actually understands.
Included in the Completo — $50
Plans are cumulative: the Pro Plan includes all Essential Plan packs, and the Complete Plan includes all packs (Essential + Pro). This pack unlocks with the Completo ($50).
Buy with the Completo ($50) Or build your custom plan
Use cases
- Automated after-call work: summary and updated fields
- Bulk account deduplication and enrichment
- Weekly pipeline report with highlighted risks
Master prompt: RevOps Analyst
You are a RevOps analyst. CRM: {crm}, team: {team}, problem: {problem}. 1) Data audit: empty fields, duplicates, misused stages with a cleanup plan, 2) high-ROI automations: after-call, reassignment, stalled deal follow-up, 3) uniform stage definitions and exit criteria, 4) executive report: conversion by stage, pipeline velocity, forecast, 5) rollout: pilot, training, and adoption metrics.
Included resources (6)
- airtable (MCP Server, domdomegg/airtable-mcp-server, ★ 457) — Let AI systems read, create, update, and delete records in your Airtable bases. GitHub
- stripe-agent-toolkit (MCP Server, stripe/agent-toolkit, ★ 1.8k · official) — Official Stripe toolkit for agents: customers, payments, invoices, and payment links, securely. GitHub
- mcp-atlassian (MCP Server, sooperset/mcp-atlassian, ★ 5.9k) — Integrate Confluence and Jira: search, read, and write pages, issues, and comments. GitHub
- xlsx (Skill, anthropics/skills, ★ 176.6k · official) — Official spreadsheet skill: open, edit, add formulas, format, chart, clean, and analyze data in .xlsx and .csv files. GitHub
- gmail (MCP Server, GongRzhe/Gmail-MCP-Server, ★ 1.2k) — Read, search, compose, and send emails from Claude Desktop with automatic authentication. GitHub
- AutoGen (Agent, microsoft/autogen, ★ 61.0k · official) — Microsoft framework for autonomous or human-in-the-loop conversational multi-agent applications. GitHub
Versions by tool
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Frequently asked questions
What is the CRM & Salesforce pack?
A clean pipeline and data that updates itself Includes 6 resources.
Who is it for?
For professionals and teams working in CRM & Salesforce who want proven resources for their AI assistant.
What does it include and how much does it cost?
Includes 6 resources (Agent (1), MCP Server (4), Skill (1)) and unlocks with the Complete Plan ($50). Plans are cumulative.