From finta-pack
Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta onboarding", "configure finta crm".
npx claudepluginhub flight505/skill-forge --plugin finta-packThis skill is limited to using the following tools:
Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.
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Share bugs, ideas, or general feedback.
Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.
Finta syncs with Gmail and Outlook to automatically track investor communications:
Default stages (customizable):
| Issue | Cause | Solution |
|---|---|---|
| Email sync not working | OAuth expired | Reconnect in Settings > Integrations |
| Calendar events missing | Wrong calendar selected | Select correct calendar |
| CSV import fails | Wrong format | Use Finta template CSV |
| Duplicate investors | Re-import | Merge duplicates in UI |
Proceed to finta-hello-world to set up your first fundraise pipeline.