Use this skill to connect pipeline activity to execution in Hive.
When to use
- The user wants account or deal follow-up work in Hive
- The user wants Salesforce-aware or CRM-aware workflows
- The user wants implementation, onboarding, or customer success work created from sales activity
- The user wants a handoff process from sales to delivery
Operating method
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Identify the sales event.
- New deal
- Stage change
- Closed-won handoff
- Expansion opportunity
- Risk account follow-up
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Identify the Hive outcome.
- Create a project
- Create onboarding or follow-up actions
- Notify owners
- Trigger a workflow
- Produce a summary
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Separate the layers.
- CRM trigger or source-of-truth event
- Hive action, project, workflow, or reporting outcome