log-activity
OfficialAutomate and manage Keboola CRM activities with precision.
Authorkeboola
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill simplifies the process of logging activities in the Keboola CRM, ensuring that meeting records, calls, and notes are captured accurately and efficiently.
Core Features & Use Cases
- Activity Logging: Automatically log meetings, calls, and notes in the CRM.
- Enrichment & Correction: Correct existing activities and enrich them with additional details.
- Attendee Management: Record who was involved in an activity, including linking to CRM contacts.
- Use Case: After a sales call, use this Skill to log the interaction, add notes, and link to the appropriate contacts.
Quick Start
To log a new activity, run: crm activities log <account_id> --type meeting --subject "<Meeting Subject>" --notes "<Meeting Notes>" --opportunity-id <opp_id> --at "YYYY-MM-DD HH:MM" --met "<Name <Email>:Role>" ...
Dependency Matrix
Required Modules
crm-cli
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: log-activity Download link: https://github.com/keboola/crm-plugin/archive/main.zip#log-activity Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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