crm-pipeline

Manage CRM contacts, deals, companies, and pipeline stages across HubSpot and Zoho.

Updated Feb 16, 2026

Search Tags:#sales #crm #pipeline #hubspot #contacts #zoho #deals

Ready to run

npx skills add https://github.com/Adawodu/dynoclaw --skill crm-pipeline

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: crm-pipeline
Source: https://github.com/Adawodu/dynoclaw/tree/main/skills/crm-pipeline
Command: npx skills add https://github.com/Adawodu/dynoclaw --skill crm-pipeline

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines the management of customer relationship management (CRM) data, including contacts, deals, and companies, by integrating with popular platforms like HubSpot and Zoho.

Core Features & Use Cases

Contact Management: Create, search, update, and list contacts.
Deal Tracking: Create, update deal stages, search, and list deals.
Company Management: Create, search, update, and list companies.
Pipeline Visualization: View pipeline stages and move deals between them.
End-to-End Lead Funnel: Automate the process from lead creation to logging notes.

Quick Start

Use the crm-pipeline skill to create a new contact with the name John Doe and email [email protected].

Frequently Asked Questions about crm-pipeline

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

FAQPage Schema

How do I manage HubSpot contacts and deals in my sales pipeline?▼

To manage HubSpot contacts and deals, you can create, search, update, and list records while moving deals across pipeline stages and logging interactions. The skill facilitates end-to-end lead funnel workflows from initial contact creation to deal finalization.

Can I use this to manage Zoho CRM companies and deal stages?▼

Yes, you can manage Zoho CRM companies and deal stages. The skill supports searching, creating, and updating company records, visualizing pipeline stages, and moving deals between them while adhering to specific Zoho field names.

What is the best way to automate lead creation and interaction logging in a CRM?▼

The best way to automate lead creation and interaction logging is using a workflow that connects contact creation to deal finalization. This skill facilitates end-to-end lead funnel workflows, automatically logging notes and interactions as deals progress.

Does this CRM pipeline tool support updating custom properties and field names?▼

Yes, the CRM pipeline tool supports updating custom properties and field names. It ensures specific property and field name adherence for each CRM platform when searching, creating, and updating contacts, deals, and companies.

How do I move deals between pipeline stages in HubSpot or Zoho?▼

You move deals between pipeline stages in HubSpot or Zoho by visualizing the pipeline stages and updating the deal stage property. The skill supports pipeline visualization and deal tracking to facilitate these transitions seamlessly.