crm-writer

Community

Read and update CRM data in Google Sheets

Authorekatasingh1107
Version1.0.0
Installs0

System Documentation

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.

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-writer
Download link: https://github.com/ekatasingh1107/b2b-gtm-skills/archive/main.zip#crm-writer

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