What problem does it solve?
This Skill gives organizations a central place to manage engaged contacts and companies, preventing valuable lead interactions from being lost after discovery, outreach, or inbound events.
Core Features & Use Cases
- Contact and Company Management: Maintain private organizational records with lifecycle stages, searchable fields, and company associations.
- Engagement Timeline Tracking: Preserve append-only histories of promotions, stage changes, emails, webhook activity, and other supported engagement events.
- Lead Conversion Workflows: Promote discovered Goldfox leads into CRM records, automatically ingest contacts from configured webhooks, and support re-engagement campaigns.
Quick Start
Use the my-crm-api skill to promote a discovered lead into the CRM, update its lifecycle stage, and review its engagement history.