crm-setup

Create Google Sheets CRM tabs with standardized headers and deploy a webhook.

2|Updated Apr 11, 2026
One-click install
npx skills add https://github.com/ekatasingh1107/b2b-gtm-skills --skill crm-setup
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crm-setup
Source: https://github.com/ekatasingh1107/b2b-gtm-skills/tree/main/skills/capabilities/crm-setup
Command: npx skills add https://github.com/ekatasingh1107/b2b-gtm-skills --skill crm-setup

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the one-time initialization of a Google Sheets CRM so teams stop manually creating tabs, guessing headers, and hand-deploying webhook code during agency onboarding.

Core Features & Use Cases

  • Config-driven initialization: Reads agency.config.json to resolve sheet ID, tab names, and execution method.
  • Automated tab creation and verification: Creates standardized tabs with column headers and verifies their existence and schema via webhook calls.
  • Webhook deployment guidance: Provides a complete Google Apps Script webhook implementation and step-by-step deployment instructions for users who need to add or redeploy the webhook.
  • Use case: Rapidly bootstrap a B2B agency CRM with pipeline, outreach, research, and inbound lead sheets and confirm all headers are correct before ingestion.

Quick Start

Run the crm-setup skill to create the Google Sheet tabs, deploy or update the Apps Script webhook, and verify every tab using your agency.config.json.

Frequently Asked Questions about crm-setup

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

FAQPage Schema
How do I automate Google Sheets CRM setup and tab creation for agency onboarding?

Automate Google Sheets CRM setup by running a config-driven initialization that reads agency.config.json to automatically generate standardized tabs with column headers, eliminating manual tab creation and header guessing during B2B onboarding workflows.

How do I deploy a webhook in Google Apps Script for Google Sheets CRM operations?

Deploy a webhook in Google Apps Script by following step-by-step deployment instructions provided to enable create, read, update, and append operations, allowing automated verification of standardized tab schemas via webhook calls.

Do I need a specific config file to initialize a Google Sheets CRM schema?

Yes, initialization requires access to an agency.config.json file to resolve the writable Google Sheet ID, tab names, and execution method needed to automatically generate and verify pipeline, outreach, research, and inbound lead sheets.

What is the best way to verify standardized headers across multiple Google Sheets tabs?

Verify standardized headers across multiple Google Sheets tabs by deploying an Apps Script web app webhook that programmatically confirms the existence and schema of each created tab, ensuring all column headers are correct before lead ingestion begins.

Can I use this automated CRM initialization for B2B agency lead pipelines?

Yes, this automated CRM initialization is specifically designed for B2B agency onboarding workflows, rapidly bootstrapping pipeline, outreach, researched leads, and inbound sheets with reproducible schemas and automated webhook verification.

Google Sheets CRM setup not working, what are the limitations of automated tab generation?

Automated tab generation requires a writable Google Sheet ID, agency.config.json access, and the ability to deploy a Google Apps Script web app; without these prerequisites, automated schema creation and webhook verification cannot execute.