CRM Automation
Skill VerifiziertCRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
This skill automates CRM processes such as lead capture, enrichment, scoring, and assignment, along with deal stage progression and multi-CRM data synchronization. It leverages detailed n8n workflow templates and provides configurations for integrating with platforms like HubSpot, Salesforce, and Pipedrive.
Documentation
- warning:Configuration & parameter referenceWhile the SKILL.md provides detailed workflow examples, specific parameters for tools like `clearbit` or `openai` within the n8n configurations are not explicitly documented with defaults or precedence.
Code Execution
- info:ValidationWhile the workflows describe data flows and parameter usage, explicit schema validation libraries like Zod or pydantic are not shown for inputs and outputs within the provided examples.
- info:Error HandlingThe provided workflow examples demonstrate structured steps, but specific error handling mechanisms for ambiguous states or failure modes are not detailed.
Compliance
- info:GDPRThe skill processes CRM data which may include personal data; while not explicitly submitting to a third party without consent, it does not detail specific sanitization measures before data is processed by the LLM or integrated services.
Practical Utility
- info:Edge casesWhile the workflow examples are comprehensive, specific documentation on failure modes (e.g., API rate limits, invalid data formats) and their recovery steps is not explicitly detailed within the SKILL.md.
Safety
- info:Halt on unexpected stateThe provided workflow examples outline steps but do not explicitly detail machine-readable checklists for pre-conditions or instructions to abort on unexpected states.
Installation
npx skills add claude-office-skills/skillsFührt das Vercel skills CLI (skills.sh) via npx aus — benötigt Node.js lokal und mindestens einen installierten skills-kompatiblen Agent (Claude Code, Cursor, Codex, …). Setzt voraus, dass das Repo dem agentskills.io-Format folgt.
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