Synchronize Notion CRM pipeline with Gmail and ABA call records.
npx skills add https://github.com/ShawhinT/non-coding-skills --skill crm-shawhint
Please help me install this Agent Skill. Skill: crm Source: https://github.com/ShawhinT/non-coding-skills/tree/main/crm Command: npx skills add https://github.com/ShawhinT/non-coding-skills --skill crm-shawhint
This Skill eliminates missed follow-ups and out-of-sync sales records by helping you reliably read, update, and act on your CRM pipeline and client nurture state.
Next Contact, append concise timeline notes, and draft the right follow-up when appropriate.Use the crm skill to sync and update your Notion CRM based on new Gmail and call/session activity, then generate follow-ups that are due today.
High-intent search queries and answers about installing and using this skill.
To sync your Notion CRM pipeline, this Skill reconciles Gmail communications and ABA call records with your CRM state, detecting leads due for contact and preventing data drift. It reads and updates structured CRM fields to keep your pipeline synchronized.
Automating sales follow-up emails is handled by detecting leads based on their Next Contact date and drafting the appropriate touchpoint. The Skill appends concise timeline notes to CRM pages and generates due-today follow-up drafts.
Discovery call intake orchestration is fully supported by resolving or creating the CRM record, creating an ABA Call brief, generating a follow-up task, and drafting a confirmation email. This workflow triggers automatically when a new booking is detected.
The best way to reconcile client nurture records is through three-source reconciliation, comparing Gmail communications, ABA session records, and CRM state. This prevents orphaned leads and keeps your Active Leads and Clients data drift-free.
Yes, CRM pipeline management operates without external dependencies, but it requires active Notion CRM pages with structured fields like Status, Last Contact, and Next Contact. It reads and writes to these specific fields to drive cadence-based next actions.
Out-of-sync Notion CRM follow-ups occur when Gmail communications and ABA call records drift from your CRM state. The Skill fixes this by reconciling all three sources, appending timeline notes, and updating pipeline stages to prevent orphans.
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