菜单
Bulk-update Salesforce opportunities — stage, close date, amount, next-step notes — from a spreadsheet or conversation. Use when the user says "update my Salesforce pipeline", "push deal notes to SFDC", or "log these meeting outcomes".
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Generate a targeted lead list with Apollo — filter by title, company size, industry, tech stack — and export to CSV/HubSpot/Sheets. Use when the user says "build me a prospect list", "find 100 VPs of X", or "source leads for the campaign".
Build a competitive battlecard — when to land-grab vs. when to walk away, key wedges, objection handling, landmines to set. Use on "build a battlecard against <competitor>", "how do we beat <X>", or "compete review".
Check Google Calendar availability and book meetings — find slots across time zones, send invites, hold prep time. Use on "find time with X", "book a demo", "check my availability next week".
Write high-response cold emails — short, specific, prospect-centric. Use when the user asks to "write a cold email", "rewrite my outbound", or "this email is getting no replies". Produces 3 variants with rationale.
Run a cold email outreach campaign via Gmail. Use when the user wants to send personalized cold emails to a list of prospects, draft outbound sequences, or launch a small outreach batch from a CSV/sheet of leads. Proactively invoke when the user mentions "send cold emails", "outreach campaign", or "blast my leads".
Prep for a discovery call — research the account, the attendee, set hypothesis for their pains, write the question stack, define success. Use on "prep for my discovery call", "research this account before tomorrow", or "what should I ask <prospect>?".
| name | salesforce-pipeline-update |
| description | Bulk-update Salesforce opportunities — stage, close date, amount, next-step notes — from a spreadsheet or conversation. Use when the user says "update my Salesforce pipeline", "push deal notes to SFDC", or "log these meeting outcomes". |
| allowed-tools | ["Bash","Read","Write","AskUserQuestion"] |
Push opportunity updates into Salesforce via Composio.
composio link salesforce
composio execute SALESFORCE_GET_OPPORTUNITY_BY_ID -d '{ "opportunity_id": "006..." }'
composio search "salesforce query opportunity by name" --toolkits salesforce
composio execute SALESFORCE_UPDATE_OPPORTUNITY --dry-run -d '{
"opportunity_id": "006XYZ",
"StageName": "Proposal/Price Quote",
"CloseDate": "2026-06-30",
"NextStep": "Send MSA for legal review"
}'
./sfdc-updates.csv.