# Crm Automation

CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal...

- Repository: https://github.com/claude-office-skills/skills (556 stars)
- Category: Business
- License: MIT
- Last updated: 2026-01-31
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add claude-office-skills/skills --skill crm-automation -g -a claude-code -y`
Codex: `npx skills add claude-office-skills/skills --skill crm-automation -g -a codex -y`
Cursor: `npx skills add claude-office-skills/skills --skill crm-automation -g -a cursor -y`
Gemini CLI: `npx skills add claude-office-skills/skills --skill crm-automation -g -a gemini-cli -y`

## Description

CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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**:
```yaml
workflow: "Lead Capture to CRM"

trigger:
  - type: webhook
    event: form_submission
    source: [website, landing_page, calendly]

The rest: https://github.com/claude-office-skills/skills/blob/HEAD/crm-automation/SKILL.md