Agent skill · marketing growth · claude-office-skills
crm-automation
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
Why this skill is useful
Adds executable n8n workflow scripts for multi-CRM synchronization and lead management that aren't publicly available.
What it needs
Requires n8n installed locally. Requires clearbit, hubspot, pipedrive, salesforce account access. About 5k tokens when loaded. Last updated 2026-01-31. 363 stars on the source repository.
What this skill does
CRM Automation Automate CRM workflows for HubSpot, Salesforce, and Pipedrive including lead management, deal tracking, pipeline automation, and multi-CRM synchronization. Based on n8n workflow templates. Overview This skill covers: Lead capture and enrichment automation Deal stage progression workflows Multi-CRM data synchronization Automated follow-up sequences Sales analytics and reporting --- Core Workflow Patterns 1. Lead Capture → Enrichment → Assignment n8n Configuration: --- 2. Deal Stage Automation --- 3. Multi-CRM Synchronization n8n Implementation: --- Lead Scoring Model Rule-Based Scoring AI-Based Scoring --- Automated Sequences Sequence 1: New Lead Welcome Sequence 2: Deal Follow-Up --- Integration Recipes Recipe 1: Calendly → HubSpot Recipe 2: LinkedIn → HubSpot --- Reporting Templates Weekly Sales Report --- Best Practices Data Hygiene Security --- CRM Automation Skill - Part of Claude Office Skills
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills claude-office-skills/crm-automation