business-appsbusiness
insites-crm
Insites CRM module. Use for looking up contacts and companies, searching the CRM, adding/updating records, and logging emails as activities. Trigger on any mention of CRM contacts, companies, client records, or logging emails to the CRM.
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更新于 3/19/2026
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quick start
Installation and usage
Insites CRM module. Use for looking up contacts and companies, searching the CRM, adding/updating records, and logging emails as activities. Trigger on any mention of CRM contacts, companies, client records, or logging emails to the CRM.
安装
$ install --globalskills.sh
使用
安装后，您可以通过在终端运行以下命令来使用此技能：
skills use insites-crm