crm-writer

Read and write lead and pipeline data to Google Sheets CRM.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Enables reliable, auditable reads and writes to the agency CRM so teams can keep lead records, outreach logs, and pipeline stages synchronized without manual spreadsheet edits or inconsistent formats.

Core Features & Use Cases

  • Multi-backend support: Operates against Google Sheets using a Google Apps Script webhook or the Google Sheets API with service account credentials.
  • CRUD operations: Supports READ, APPEND, UPDATE, and CREATE_TAB with logical-to-physical tab mapping from agency.config.json.
  • Data safety & validation: Validates required columns, checks for duplicates by email or URL, enforces header consistency, rate limits writes, and retries on transient errors.
  • Use Case: Bulk-ingest scored leads into the "Hawk Leads" sheet via webhook while preventing duplicates and adding timestamps to each row.

Quick Start

Log these 5 scored leads to the Hawk Leads tab in the CRM using the crm-writer skill.

Frequently Asked Questions about crm-writer

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

FAQPage Schema
How do I automate writing lead data to Google Sheets from a webhook?

To update pipeline stages in Google Sheets, the system targets specific rows using logical-to-physical tab mapping from configuration files, enforcing data validation and structured confirmation messages after each stage transition.

Does the Google Sheets API support bulk ingestion of CRM leads with deduplication?

Yes, the Google Sheets API and Google Apps Script webhooks both support CRM data synchronization, allowing you to choose between service account credentials or webhook URLs for authenticating read, append, and update workflows.

What is the best way to keep outreach logs synchronized in a Google Sheets CRM?

Before synchronizing CRM data, you must configure agency entries in a JSON file, map logical tabs to physical sheet names, and provide either a webhook URL or service account environment variables for authentication.

Are there limitations when using Google Apps Script webhooks for CRM pipeline management?

After writing leads to Google Sheets, the structured confirmation messages provide row details and status logs, enabling downstream pipeline tracking, filtered reads, or automated notifications for newly ingested contacts.