intake-to-system-sync
OfficialAutomate lead synchronization between intake CRM and Smokeball.
Authorventurecrane
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the synchronization of converted leads from an intake CRM (Clio Grow / Lawmatics) into Smokeball, ensuring a clean and deduplicated handoff.
Core Features & Use Cases
- Lead Synchronization: Maps fields, deduplicates, and conflict-cross-checks leads between intake CRM and Smokeball.
- Event-Driven & Scheduled Execution: Triggered by lead conversion events in the CRM or by scheduled sweeps.
- Use Case: For firms using a separate intake CRM, this Skill ensures leads are automatically synced into Smokeball without manual re-entry, maintaining data integrity across systems.
Quick Start
Run the skill to synchronize all unsynced leads from the intake CRM into Smokeball.
Dependency Matrix
Required Modules
python3
Components
scriptsreferences
💻 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: intake-to-system-sync Download link: https://github.com/venturecrane/ss-console/archive/main.zip#intake-to-system-sync Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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