crm-automation

The saved excerpt is a snapshot from review. The external source remains the complete and most current version.

---
name: crm-automation
description: "CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization"
version: "1.0.0"
author: claude-office-skills
license: MIT

category: sales
tags:
  - crm
  - hubspot
  - salesforce
  - automation
  - lead-management
department: Sales

models:
  recommended:
    - claude-sonnet-4
    - claude-opus-4
  compatible:
    - gpt-4
    - gpt-4o

mcp:
  server: crm-mcp
  tools:
    - hubspot_create_contact
    - hubspot_update_deal
    - salesforce_query
    - pipedrive_sync
    - enrichment_api

capabilities:
  - lead_capture
  - deal_tracking
  - pipeline_management
  - multi_crm_sync
  - automated_outreach

languages:
  - en
  - zh

related_skills:
  - lead-routing
  - sales-pipeline
  - email-drafter
  - proposal-writer
---

# 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

```
┌─────────────┐    ┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│ Lead Source │───▶│ Enrich Data │───▶│ Score Lead  │───▶│ Route to    │
│ (Form/API)  │    │ (Clearbit)  │    │ (AI/Rules)  │    │ Sales Rep   │
└─────────────┘    └─────────────┘    └─────────────┘    └─────────────┘
                                                                │
                         ┌─────────────┐    ┌─────────────┐    │
                         │ Start       │◀───│ Create in   │◀───┘
                         │ Sequence    │    │ CRM         │
                         └─────────────┘    └─────────────┘
```

**n8n Configuration**:
```yaml
workflow: "Lead Capture to CRM"

trigger:
  - type: webhook
    event: form_submission
    source: [website, landing_page, calendly]

steps:
  1. capture_lead:
      fields: [email, name, company, phone, source]
  
  2. enrich_data:
      provider: clearbit
      lookup_by: email
      append: [company_size, industry, title, linkedin]
  
  3. score_lead:
      model: ai_scoring  # or rule-based
      factors:
        - company_size: {1-50: 10, 51-200: 20, 201+: 30}
        - industry_fit: {high: 30, medium: 20, low: 10}
        - title_seniority: {c-level: 30, director: 20, manager: 10}
      threshold: 50  # MQL threshold
  
  4. route_lead:
      rules:
        - if: score >= 80 AND industry == "tech"
          assign_to: "Enterprise Team"
        - if: score >= 50
          assign_to: "SMB Team"
        - else:
          assign_to: "Marketing Nurture"
  
  5. create_in_crm:
      platform: hubspot
      object: contact
      properties:
        email: "{email}"
        firstname: "{first_name}"
        company: "{company}"
        lead_score: "{score}"
        lead_source: "{source}"
  
  6. start_sequence:
      if: score >= 50
      sequence: "New Lead Welcome"
      delay: 1_hour
```

---

### 2. Deal Stage Automation

```yaml
workflow: "Deal Stage Progression"

trigger:
  - type: hubspot_deal_updated
    property: dealstage

stages:
  appointment_scheduled:
    actions:
      - create_task: "Prepare for meeting"
        due: 1_day_before_meeting
      - notify_slack: "#sales-pipeline"
      - update_property: last_activity_date
  
  qualified_to_buy:
    actions:
      - create_task: "Send proposal"
        due: 3_days
      - notify_manager: true
      - add_to_forecast: true
  
  presentation_scheduled:
    actions:
      - create_task: "Prepare demo environment"
      - send_reminder: 1_hour_before
      - log_activity: "Presentation scheduled"
  
  contract_sent:
    actions:
      - set_close_date: 14_days_from_now
      - create_task: "Follow up on contract"
        due: 7_days