crm-sync-advisor

You can export markdown prospect lists to CSV by running this Skill, which reads prospect-list.md and pipeline-tracker.md, deduplicates the records, and outputs structured contacts.csv and companies.csv files ready for CRM import.

Yes, you can import markdown pipeline trackers into HubSpot, Salesforce, or Airtable by generating tailored CSVs. The Skill outputs structured contacts and companies files along with a README detailing the exact import order and field mappings for each platform.

To merge prospect-list.md and pipeline-tracker.md without duplicating companies, the Skill enforces point-in-time deduplicated exports. It surfaces discrepancies between the two files and ensures clean, deduplicated company records in the final CSV output.

During a markdown to CSV export, contacts with empty email fields are preserved. The Skill enforces point-in-time exports that keep empty emails intact rather than removing the records, ensuring no prospect data is lost during the CRM migration.

The best way to handle field mapping discrepancies when exporting markdown trackers is to use the generated README file. It documents all surfaced discrepancies, provides CRM-specific caveats, and clarifies the exact import order and field mappings.

No, you do not need a specific CRM to use the exported CSV files. The Skill generates standard CSVs compatible with HubSpot, Salesforce, and Airtable, recommending HubSpot Free as a default while providing CRM-specific caveats and alternatives.