CRM & Lead Gen Agent Bundle
Pre-built agent package for revenue teams — lead prospecting, CRM management, outreach automation, and pipeline analytics.
Getting Started
See /data/bundles/crm-lead-gen-agent/bundle.yaml for full install instructions
About this Tool
A curated bundle for demand generation and revenue operations professionals covering the full B2B lead lifecycle: prospecting, enrichment, CRM management, outreach sequencing, and pipeline reporting.
Connects Claude to leading prospecting tools (Apollo, Clay), CRM platforms (HubSpot, Salesforce, Pipedrive), and enrichment/intelligence sources (ZoomInfo, Crunchbase, RocketReach) to automate the most time-intensive parts of the top-of-funnel workflow.
Component tools: - research-to-convert-skill: Audience research and conversion-optimized outreach frameworks - direct-response-copy-skill: Cold email and LinkedIn outreach copy that converts - hubspot-mcp-server: HubSpot CRM contacts, deals, pipelines, and sequences - salesforce-mcp: Salesforce SOQL queries, lead objects, and opportunity management - pipedrive-mcp: Pipedrive CRM deals, persons, and pipeline stages - apollo-io-mcp: B2B contact database, prospecting filters, and sequences - clay-mcp: Clay GTM data enrichment and waterfall enrichment workflows - zoominfo-mcp: ZoomInfo contact and company intelligence - crunchbase-mcp: Company funding, firmographic data, and technographic info - rocketreach-mcp: Email and phone lookup for B2B contacts - lemlist-mcp: Multi-channel outreach sequences (email + LinkedIn + calls) - smartlead-mcp: Cold email infrastructure and deliverability management
Use Case Examples
- Find 50 VP of Marketing contacts at B2B SaaS companies with 50-500 employees using Apollo, enrich with Clay, and push to HubSpot
- Write a 5-step cold email sequence targeting Series A SaaS founders focused on their first enterprise deal
- Pull all HubSpot deals stuck in 'Proposal Sent' for 14+ days and draft personalized follow-up emails for each
- Research a target account using Crunchbase and ZoomInfo and generate a 1-page account brief before a discovery call
- Build a weekly pipeline report from Salesforce: deals created, deals advanced, deals won/lost by rep
MarketCore Editorial Review
MarketCore Editorial Review
The only bundle that spans the full B2B revenue stack — from prospecting databases (Apollo, ZoomInfo) through enrichment (Clay, Crunchbase) to CRM management (HubSpot, Salesforce) and outreach execution (Lemlist, Smartlead). This is advanced territory: the tool count is high, data platform costs are significant, and the workflows require understanding of ICP definition and outbound methodology. For teams with these tools already in their stack, this bundle creates substantial leverage. For teams building from scratch, start with HubSpot + Apollo as the minimum viable subset.
Best For
- ICP-filtered prospecting with multi-source enrichment and automated CRM sync
- Account-based research and personalized outreach brief generation
- Pipeline health monitoring and stuck-deal remediation
- Cold email sequence writing with deliverability infrastructure
Code Quality
Data platform MCPs vary in maintenance quality — ZoomInfo and Crunchbase MCPs are community-maintained and may lag API changes. HubSpot MCP is official and high quality. Apollo and Clay MCPs are actively maintained. The two skills are the most reliable components.
Limitations
Data platform subscriptions (ZoomInfo, Apollo) are expensive — ZoomInfo is enterprise-priced. Teams without existing data subscriptions should start with Apollo (self-serve pricing) + HubSpot free tier. Clay requires a separate subscription for enrichment workflows. Cold email infrastructure (Smartlead/Lemlist) requires domain warming and deliverability setup not covered by the MCP alone.
Reviewed 2026-04-03
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Score Breakdown
Overall Score
Based on 5 dimensions
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