crm-automation
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
Security Assessment
About crm-automation
The crm-automation skill streamlines customer relationship management workflows across HubSpot, Salesforce, and Pipedrive by automating lead management, deal tracking, pipeline progression, and CRM synchronization processes. It is designed to reduce manual sales operations work by connecting lead capture systems, enrichment services, and CRM platforms into unified automation workflows. Using workflow patterns inspired by n8n templates, the skill supports processes such as capturing inbound leads from forms or APIs, enriching contact data, assigning leads to sales teams, and automating follow-up activities based on lead scores or deal stages.
FAQ
Which CRM platforms are supported by this skill?
The skill supports HubSpot, Salesforce, and Pipedrive workflows, including lead creation, deal updates, querying CRM data, and synchronization between systems.
What types of workflows can be automated?
The skill can automate lead capture and enrichment, lead scoring and routing, deal stage progression, pipeline management, automated outreach sequences, and multi-CRM synchronization tasks.
Does this skill support AI-based lead scoring?
Yes. The workflow examples include AI-based lead scoring as well as rule-based scoring models using factors such as company size, industry fit, and title seniority.
What integrations or services are referenced in the workflows?
The workflows reference integrations such as Clearbit for enrichment, webhook triggers for form submissions, HubSpot deal updates, Slack notifications, and CRM synchronization tools exposed through the MCP server.
What are the language and model compatibility requirements?
The skill supports English and Chinese languages and is compatible with models including claude-sonnet-4, claude-opus-4, gpt-4, and gpt-4o.
Install crm-automation
Quick Setup:
- Copy the skill folder to
.claude/skills/ - Claude will automatically detect and use the skill
Repository
claude-office-skills/skills