Skills
.Work. You
Rest

crm-sync-advisor

Official

Turn markdown trackers into CRM-friendly CSV exports.

Marketing & Sales#data-merge#csv-export#prospect-list#crm-export#markdown-tracking#pipeline-tracker
Authorcore-wrk
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill guides founders to export their prospect-list.md and pipeline-tracker.md into CRM-importable CSVs for HubSpot, Salesforce, or Airtable, providing two structured files (contacts and companies) plus a README that clarifies import order and field mappings.

Core Features & Use Cases

  • Read and merge two source markdown files into two CSVs (contacts and companies) and a README.
  • Surface discrepancies between prospect-list.md and pipeline-tracker.md and guide decision-making.
  • Deduplicate companies and enforce point-in-time, deduplicated exports with empty emails preserved.
  • Surface CRM-specific trade-offs and recommend a default (HubSpot Free) with alternatives.
  • Provide a ready-to-import export for commonly used CRMs with a sample import guide.

Quick Start

Run the export to generate CRM-ready contacts.csv and companies.csv from your markdown trackers.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-sync-advisor
Download link: https://github.com/core-wrk/employee-number-two/archive/main.zip#crm-sync-advisor

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.