Crm Automation
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal...
Install
npx skills add claude-office-skills/skills --skill crm-automation -g -a claude-code -y- Repository
- claude-office-skills/skills556
- Category
- Business
- Updated
- 9mo ago
- License
- MIT
- Context cost
- Mediumabout 2,737 tokens
- Runs scripts
- No, instructions only
What it does
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
CRM Automation
Automate CRM workflows for HubSpot, Salesforce, and Pipedrive including lead management, deal tracking, pipeline automation, and multi-CRM synchronization. Based on n8n workflow templates.
Overview
This skill covers:
- Lead capture and enrichment automation
- Deal stage progression workflows
- Multi-CRM data synchronization
- Automated follow-up sequences
- Sales analytics and reporting
Core Workflow Patterns
1. Lead Capture → Enrichment → Assignment
┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ Lead Source │───▶│ Enrich Data │───▶│ Score Lead │───▶│ Route to │
│ (Form/API) │ │ (Clearbit) │ │ (AI/Rules) │ │ Sales Rep │
└─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘
│
┌─────────────┐ ┌─────────────┐ │
│ Start │◀───│ Create in │◀───┘
│ Sequence │ │ CRM │
└─────────────┘ └─────────────┘
n8n Configuration:
workflow: "Lead Capture to CRM"
trigger:
- type: webhook
event: form_submission
source: [website, landing_page, calendly]
