crm-integration

仓库: scientiacapital/skills
安装量: 107
排名: #7888

安装

npx skills add https://github.com/scientiacapital/skills --skill crm-integration

Close CRM - Daily driver for SMB sales (simplest API, best value) HubSpot - Marketing + Sales alignment with rich ecosystem Salesforce - Enterprise requirements and complex workflows Cross-CRM Sync - Bidirectional sync with conflict resolution

Key deliverables:

API client setup with proper authentication CRUD operations for leads, contacts, deals, activities Webhook handlers for real-time sync Pipeline automation and reporting

Close CRM (API Key Auth):

import httpx

class CloseClient: BASE_URL = "https://api.close.com/api/v1"

def __init__(self, api_key: str):
    self.client = httpx.Client(
        base_url=self.BASE_URL,
        auth=(api_key, ""),  # Basic auth, password empty
        timeout=30.0,
    )

def create_lead(self, data: dict) -> dict:
    response = self.client.post("/lead/", json=data)
    response.raise_for_status()
    return response.json()

def search_leads(self, query: str) -> list:
    response = self.client.post("/data/search/", json={
        "query": {"type": "query_string", "value": query},
        "results_limit": 100
    })
    return response.json()["data"]

Usage

close = CloseClient(os.environ["CLOSE_API_KEY"]) leads = close.search_leads("company:Coperniq")

HubSpot (Python SDK):

from hubspot import HubSpot from hubspot.crm.contacts import SimplePublicObjectInputForCreate

client = HubSpot(access_token=os.environ["HUBSPOT_ACCESS_TOKEN"])

Create contact

contact = client.crm.contacts.basic_api.create( SimplePublicObjectInputForCreate(properties={ "email": "user@example.com", "firstname": "Jane", "lastname": "Smith" }) ) print(f"Created: {contact.id}")

Salesforce (JWT Bearer):

import jwt from datetime import datetime, timedelta

class SalesforceClient: def init(self, client_id: str, username: str, private_key: str): self.auth_url = "https://login.salesforce.com" self._authenticate(client_id, username, private_key)

def _authenticate(self, client_id, username, private_key):
    payload = {
        "iss": client_id,
        "sub": username,
        "aud": self.auth_url,
        "exp": int((datetime.utcnow() + timedelta(minutes=3)).timestamp())
    }
    assertion = jwt.encode(payload, private_key, algorithm="RS256")

    response = httpx.post(f"{self.auth_url}/services/oauth2/token", data={
        "grant_type": "urn:ietf:params:oauth:grant-type:jwt-bearer",
        "assertion": assertion
    })
    self.access_token = response.json()["access_token"]
    self.instance_url = response.json()["instance_url"]

A CRM integration is successful when:

API authentication works without errors CRUD operations complete for all entity types Rate limits are respected (Close: 100 req/10s, HubSpot: varies by tier) Webhooks fire and process correctly Data syncs bidirectionally without duplicates

Platform Comparison Feature Close HubSpot Salesforce Auth API Key OAuth 2.0 / Private App JWT Bearer Rate Limit 100 req/10s 100-200 req/10s by tier 100k req/day Best For SMB sales, simplicity Marketing + Sales Enterprise Starting Price $49/user/mo Free (limited) $25/user/mo API Access All plans Starter+ ($45+) All plans Webhooks All plans Pro+ ($800+) All plans Entity Mapping Concept Close HubSpot Salesforce Company lead company Account Person contact contact Contact / Lead Deal opportunity deal Opportunity Activity activity engagement Task / Event Custom Field custom.cf_xxx properties Field__c Pipeline Stage Mapping Stage Close HubSpot Salesforce New Lead appointmentscheduled Prospecting Qualified Contacted qualifiedtobuy Qualification Demo Opportunity presentationscheduled Needs Analysis Proposal Proposal decisionmakerboughtin Proposal/Price Quote Won Won closedwon Closed Won Lost Lost closedlost Closed Lost

Close CRM (Daily Driver) Query Language (for Smart Views)

Leads with no activity in 30 days

'sort:date_updated asc date_updated < "30 days ago"'

High-value opportunities

'opportunities.value >= 50000 opportunities.status_type:active'

Custom field filtering

'custom.cf_industry = "MEP Contractor"'

Multiple trade types (your ICP)

'custom.cf_trades:HVAC OR custom.cf_trades:Electrical'

Core Operations

Create lead with contacts

lead = close.create_lead({ "name": "ABC Mechanical", "url": "https://abcmech.com", "contacts": [{ "name": "John Smith", "title": "Owner", "emails": [{"email": "john@abcmech.com", "type": "office"}], "phones": [{"phone": "555-1234", "type": "office"}] }], "custom.cf_tier": "Gold", "custom.cf_source": "sales-agent" })

Create opportunity

opp = close._request("POST", "/opportunity/", json={ "lead_id": lead["id"], "value": 50000, "confidence": 50, "status_id": "stat_xxx" # Pipeline stage })

Log activity

close._request("POST", "/activity/note/", json={ "lead_id": lead["id"], "note": "Initial discovery call - interested in demo" })

Rate Limit Headers (RFC-compliant) X-RateLimit-Limit: 100 X-RateLimit-Remaining: 95 X-RateLimit-Reset: 1704067200

See reference/close-deep-dive.md for query language, Smart Views, sequences, and reporting.

HubSpot Integration Python SDK Pattern from hubspot import HubSpot from hubspot.crm.deals import SimplePublicObjectInputForCreate from hubspot.crm.contacts import PublicObjectSearchRequest

client = HubSpot(access_token=os.environ["HUBSPOT_ACCESS_TOKEN"])

Create deal with association

deal = client.crm.deals.basic_api.create( SimplePublicObjectInputForCreate(properties={ "dealname": "Enterprise Deal", "amount": "50000", "dealstage": "appointmentscheduled", "pipeline": "default" }) )

Search contacts by email domain

search = PublicObjectSearchRequest( filter_groups=[{ "filters": [{ "propertyName": "email", "operator": "CONTAINS", "value": "@example.com" }] }], properties=["email", "firstname", "lastname"], limit=50 ) results = client.crm.contacts.search_api.do_search(search)

Association Types From To Type ID Contact Company 1 Contact Deal 4 Company Deal 6 Deal Contact 3

See reference/hubspot-patterns.md for batch operations, custom properties, and workflows.

Salesforce Integration SOQL Query Patterns -- Parent-child relationship (Contacts of Account) SELECT Id, Name, (SELECT LastName, Email FROM Contacts) FROM Account WHERE Industry = 'Technology'

-- Child-parent relationship SELECT Id, FirstName, Account.Name, Account.Industry FROM Contact WHERE Account.Industry = 'Technology'

-- Semi-join (Accounts with open Opportunities) SELECT Id, Name FROM Account WHERE Id IN (SELECT AccountId FROM Opportunity WHERE IsClosed = false)

REST API v59.0 def create_opportunity(self, data: dict) -> dict: """Required: Name, StageName, CloseDate.""" response = self.client.post( f"{self.instance_url}/services/data/v59.0/sobjects/Opportunity/", headers={"Authorization": f"Bearer {self.access_token}"}, json=data ) return response.json()

Composite API (batch up to 200 records)

def composite_create(self, records: list) -> dict: return self.client.post( f"{self.instance_url}/services/data/v59.0/composite/sobjects", json={"allOrNone": False, "records": records} )

See reference/salesforce-patterns.md for JWT setup, Platform Events, and bulk API.

Webhook Handlers Close Webhook (FastAPI) from fastapi import FastAPI, Request, HTTPException import hmac, hashlib

app = FastAPI()

@app.post("/webhooks/close") async def close_webhook(request: Request): body = await request.body() signature = request.headers.get("Close-Sig")

expected = hmac.new(
    CLOSE_WEBHOOK_SECRET.encode(), body, hashlib.sha256
).hexdigest()

if not hmac.compare_digest(signature, expected):
    raise HTTPException(401, "Invalid signature")

data = await request.json()
event_type = data["event"]["event_type"]

handlers = {
    "lead.created": handle_lead_created,
    "opportunity.status_changed": handle_opp_stage_change,
}

if handler := handlers.get(event_type):
    await handler(data["event"]["data"])

return {"status": "ok"}

Close Webhook Events lead.created, lead.updated, lead.deleted, lead.status_changed contact.created, contact.updated opportunity.created, opportunity.status_changed activity.note.created, activity.call.created, activity.email.created unsubscribed_email.created

Cross-CRM Sync Architecture ┌─────────────┐ ┌──────────────┐ ┌─────────────┐ │ Close │────▶│ Sync Layer │◀────│ HubSpot │ │ (Primary) │◀────│ (Postgres) │────▶│ (Marketing)│ └─────────────┘ └──────────────┘ └─────────────┘

Sync Record Schema CREATE TABLE crm_sync_records ( id UUID PRIMARY KEY DEFAULT gen_random_uuid(), entity_type VARCHAR(50) NOT NULL, close_id VARCHAR(100) UNIQUE, hubspot_id VARCHAR(100) UNIQUE, salesforce_id VARCHAR(100) UNIQUE, email VARCHAR(255), company_name VARCHAR(255), last_synced_at TIMESTAMPTZ, sync_source VARCHAR(50), sync_hash VARCHAR(64) );

CREATE INDEX idx_sync_email ON crm_sync_records(email);

Conflict Resolution from enum import Enum

class ConflictStrategy(Enum): CLOSE_WINS = "close" # Close is source of truth LAST_WRITE_WINS = "lww" # Most recent update wins

def resolve_conflict(close_record, hubspot_record, strategy): if strategy == ConflictStrategy.CLOSE_WINS: merged = close_record.copy() for key, value in hubspot_record.items(): if key not in merged or not merged[key]: merged[key] = value return merged

See reference/sync-patterns.md for deduplication, migration scripts, and bulk sync.

Reference Files

CRM-Specific:

reference/close-deep-dive.md - Query language, Smart Views, sequences, reporting reference/hubspot-patterns.md - SDK patterns, batch operations, workflows reference/salesforce-patterns.md - JWT auth, SOQL, Platform Events, bulk API

Operations:

reference/sync-patterns.md - Cross-CRM sync, deduplication, migration reference/automation.md - Webhook setup, sequences, workflows

Templates:

templates/close-client.py - Full Close API client templates/hubspot-client.py - HubSpot SDK wrapper templates/sync-service.py - Cross-CRM sync service

User wants CRM integration: → Ask which CRM (Close recommended for simplicity) → Provide auth setup + basic CRUD

User wants Close CRM: → Provide API key setup, query language → Reference: reference/close-deep-dive.md

User wants HubSpot: → Provide SDK setup, search patterns → Reference: reference/hubspot-patterns.md

User wants Salesforce: → Provide JWT auth, SOQL patterns → Reference: reference/salesforce-patterns.md

User wants sync between CRMs: → Provide sync architecture, conflict resolution → Reference: reference/sync-patterns.md

User wants webhooks: → Provide handler pattern for specified CRM → Include signature verification

Environment Variables

Close CRM

export CLOSE_API_KEY="api_xxx" export CLOSE_WEBHOOK_SECRET="whsec_xxx"

HubSpot

export HUBSPOT_ACCESS_TOKEN="pat-xxx"

Salesforce

export SF_CLIENT_ID="xxx" export SF_USERNAME="user@company.com" export SF_PRIVATE_KEY_PATH="./salesforce.key" export SF_INSTANCE_URL="https://yourorg.my.salesforce.com"

Install dependencies

pip install httpx pyjwt hubspot-api-client python-dotenv

Example Session

User: "I need to push enriched leads from my sales-agent to Close CRM"

Claude:

Here's the pattern for pushing enriched data to Close: async def push_to_close(close_client, enriched_data: dict) -> str: lead_data = { "name": enriched_data["company_name"], "url": enriched_data.get("website"), "custom.cf_tier": enriched_data["tier"], "custom.cf_source": "sales-agent", "contacts": [{ "name": c["name"], "title": c.get("title"), "emails": [{"email": c["email"]}] if c.get("email") else [] } for c in enriched_data.get("contacts", [])] }

result = close_client.create_lead(lead_data)
return result["id"]

Make sure you have these custom fields in Close:

cf_tier (choices: Gold, Silver, Bronze) cf_source (choices: sales-agent, inbound, referral)

Rate limit: 100 requests per 10 seconds. Add asyncio.sleep(0.1) between requests for bulk imports.

← 返回排行榜