crm-integration

Integrate with Close CRM, HubSpot, and Salesforce for sales automation workflows.

83|26|Updated Feb 11, 2026
One-click install
npx skills add https://github.com/manojbajaj95/claude-gtm-plugin --skill crm-integration-manojbajaj95
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crm-integration
Source: https://github.com/manojbajaj95/claude-gtm-plugin/tree/main/plugins/crm/skills/crm-integration
Command: npx skills add https://github.com/manojbajaj95/claude-gtm-plugin --skill crm-integration-manojbajaj95

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires httpx, pyjwt, hubspot-api-client, python-dotenv, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines sales and marketing operations by providing a unified approach to integrating with popular CRM platforms like Close CRM, HubSpot, and Salesforce.

Core Features & Use Cases

  • Multi-CRM Support: Seamlessly connect and manage data across Close, HubSpot, and Salesforce.
  • Data Synchronization: Implement robust bidirectional sync for leads, contacts, and deals.
  • Automation Workflows: Automate lead routing, deal progression, and activity logging.
  • Use Case: Automatically sync new leads from HubSpot's marketing campaigns into Salesforce for the enterprise sales team, ensuring no lead falls through the cracks.

Quick Start

Use the crm-integration skill to set up an API key for Close CRM.

Frequently Asked Questions about crm-integration

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I sync leads between HubSpot and Salesforce automatically?

This Skill provides bidirectional data synchronization patterns to automatically sync new leads from HubSpot marketing campaigns directly into Salesforce, ensuring no lead falls through the cracks.

What's the best way to automate deal progression across multiple CRM platforms?

Automating deal progression is achieved through this Skill's pipeline automation workflows, which support deal routing and activity logging across Close CRM, HubSpot, and Salesforce platforms.

Does this CRM integration support webhook handling for real-time synchronization?

Yes, this CRM integration supports webhook handling for real-time synchronization, enabling immediate triggering of sales automation workflows when leads, contacts, or deals are updated across platforms.

Can I perform CRUD operations on contacts and deals using the Close CRM API?

Yes, you can perform CRUD operations on contacts and deals using the Close CRM API, as this Skill supports API client setup and comprehensive management for leads, contacts, and deals.

Do I need the hubspot-api-client and python-dotenv packages to set up CRM API clients?

Yes, you need the hubspot-api-client and python-dotenv packages to configure CRM API clients, as they are required dependencies for authentication and environment variable management in Python.