sales-integration
OfficialOrchestrate sales tool integrations end-to-end.
System Documentation
What problem does it solve?
Connects disparate sales tools to automate data flow and reduce manual work across CRMs, engagement platforms, and automation layers. This Skill guides you from selecting integration methods to designing triggers, actions, field mappings, and robust error handling, enabling reliable cross-tool workflows with Mailshake, Apollo, Salesloft, Salesforce, HubSpot, Slack, and more.
Core Features & Use Cases
- Integration design & architecture: choose methods (native, Zapier/Make, webhooks, custom API) and design end-to-end flows with defined triggers, actions, and error handling.
- Tool-to-tool mapping & orchestration: define source and destination tools, events, and field mappings; include practical flows like CRM synchronization and activity logging.
- Patterns, templates & guardrails: common patterns such as Lead/reply → CRM + notification, Meeting booked → CRM + sequence exit, and multi-tool activity sync; plus robust error handling guidance.
Quick Start
Describe your integration objective in plain language and I will generate a complete integration design you can implement.
Dependency Matrix
Required Modules
None requiredComponents
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: sales-integration Download link: https://github.com/sales-skills/sales/archive/main.zip#sales-integration Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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