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create-contact

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Conversational CRM contact creation workflow

Software Engineering#workflow#api#supabase#crm#conversational#contact
AuthorCimminelli1982
Version1.0.0
Installs0

System Documentation

What problem does it solve?

A conversational, step-by-step flow to create a new contact in the CRM, replacing static forms with an incremental data-capture approach.

Core Features & Use Cases

  • Conversational, multi-step contact creation (not a form) that gathers information gradually and accepts partial answers
  • End-to-end workflow: context gathering, duplicate checks, and staged record creation with related emails, phones, and company links
  • API-driven integration: creates contacts and related records via REST endpoints and maintains data integrity across entities (contacts, emails, mobiles, companies, cities, tags, keep_in_touch)
  • Safe, guided user interaction with clear prompts and validations, including optional enrichment steps

Quick Start

Initiate a create-contact conversation and follow the prompts to capture the new CRM contact details.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: create-contact
Download link: https://github.com/Cimminelli1982/crm-frontend/archive/main.zip#create-contact

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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