Synchronize CRM data into Obsidian vault notes with dataview references.
npx skills add https://github.com/JinLee794/L.C.G --skill vault-sync-jinlee794
Please help me install this Agent Skill. Skill: vault-sync Source: https://github.com/JinLee794/L.C.G/tree/main/.github/skills/vault-sync Command: npx skills add https://github.com/JinLee794/L.C.G --skill vault-sync-jinlee794
CRM data often drifts between the source of truth (CRM) and vault notes, leading to stale insights and duplicated effort. vault-sync keeps CRM state mirrored in the vault and enforces consistent structure and cross-links to reduce manual cleanup.
Install the vault-sync skill and run it to automatically mirror CRM data into the vault and keep notes consistent across opportunities, milestones, people, customers, tasks, and projects.
High-intent search queries and answers about installing and using this skill.
You can sync CRM data into Obsidian using auto-capture hooks for background processing. This mirrors opportunities, milestones, people, and tasks directly into vault notes with automated frontmatter and dataview tables.
Maintain CRM note hygiene by running per-entity hygiene passes. This enforces consistent structure and cross-links across synced opportunities, people, and projects to reduce manual cleanup and prevent stale insights.
Yes, the tool supports on-demand batch synchronization. It uses a write-gate-driven pipeline with parallel batches to resolve identities and execute vault reads and writes efficiently.
Yes, you can generate dataview-based references automatically. The sync process creates dataview tables and cross-links for milestones and projects, consolidating insights and supporting proactive analytics.
CRM data drifts when the source of truth and vault notes are not actively synchronized. Using a write-gate-driven pipeline with auto-capture hooks keeps CRM state mirrored in the vault to prevent duplication.
You can sync opportunities, milestones, people, customers, tasks, and projects. The pipeline applies automated frontmatter and cross-links to each entity type to maintain data integrity.
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