crm-automation
claude-office-skills5k installs
Keep your leads and deals in sync across CRMs.
What it does
Coordinates lead handling, deal progression, and record synchronization across sales systems.
When to use it
Use for lead management, deal tracking, pipeline automation, or synchronization involving HubSpot, Salesforce, and Pipedrive.
How to use it
Give it a CRM automation request; it automates lead handling, deal tracking, and synchronization in sales accounts.
Uses
Good to know
- cannot be undone: HubSpot; Salesforce; Pipedrive; lead email inboxes; Slack
Latest review
What you need · 4
Declares an MCP server providing CRM creation, updates, queries, synchronization, and enrichment tools.
Requires access to HubSpot for the contact creation, deal automation, and synchronization workflows.
Access · 6
This skill
HubSpot
Write
Updates your HubSpot records (irreversible)
Salesforce
Write
Syncs contacts to Salesforce (irreversible)