crm-automation

仓库: claude-office-skills/skills
安装量: 250
排名: #3496

安装

npx skills add https://github.com/claude-office-skills/skills --skill crm-automation

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 : 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

  1. 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"

  2. create_in_crm : platform : hubspot object : contact properties : email : "{email}" firstname : "{first_name}" company : "{company}" lead_score : "{score}" lead_source : "{source}"
  3. start_sequence : if : score

    = 50 sequence : "New Lead Welcome" delay : 1_hour

  4. Deal Stage Automation 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 - notify_legal : if amount

    50000 closed_won : actions : - notify_slack : "#wins" - trigger_onboarding : true - update_forecast : remove - celebrate : confetti

Slack celebration

closed_lost : actions : - log_loss_reason : required - add_to_nurture : true - schedule_reengagement : 90_days 3. Multi-CRM Synchronization workflow : "HubSpot + Salesforce + Pipedrive Sync" sync_rules : contacts : master : hubspot sync_to : [ salesforce , pipedrive ] frequency : real_time fields : - email (unique_key) - name - company - phone - owner conflict_resolution : most_recent_wins deduplication : provider : openai similarity_threshold : 0.85 deals : master : salesforce sync_to : [ hubspot , pipedrive ] frequency : every_15_minutes field_mapping : salesforce.Opportunity.Amount → hubspot.deal.amount salesforce.Opportunity.CloseDate → hubspot.deal.closedate salesforce.Opportunity.StageName → hubspot.deal.dealstage activities : aggregate_to : google_sheets types : [ calls , emails , meetings , notes ] columns : [ date , contact , type , summary , outcome ] n8n Implementation : // Multi-CRM Sync Node { "nodes" : [ { "name" : "Get HubSpot Contacts" , "type" : "n8n-nodes-base.hubspot" , "parameters" : { "operation" : "getAll" , "limit" : 100 , "additionalFields" : { "propertiesToInclude" : [ "email" , "firstname" , "lastname" , "company" ] } } } , { "name" : "Get Salesforce Contacts" , "type" : "n8n-nodes-base.salesforce" , "parameters" : { "operation" : "getAll" , "sobject" : "Contact" } } , { "name" : "Deduplicate with OpenAI" , "type" : "n8n-nodes-base.openAi" , "parameters" : { "operation" : "message" , "model" : "gpt-4" , "prompt" : "Compare these contacts and identify duplicates: {{$json}}" } } , { "name" : "Sync to Master Sheet" , "type" : "n8n-nodes-base.googleSheets" , "parameters" : { "operation" : "append" , "sheetId" : "your-sheet-id" } } ] } Lead Scoring Model Rule-Based Scoring lead_score_rules : demographic : job_title : - C-Level|VP|Director : +30 - Manager|Head : +20 - Individual Contributor : +10 company_size : - 1-50 : +10 - 51-200 : +20 - 201-1000 : +25 - 1000+ : +30 industry : - Technology|SaaS : +30 - Finance|Healthcare : +25 - Manufacturing|Retail : +15 behavioral : website_visits : - 1-2 : +5 - 3-5 : +10 - 6+ : +20 content_downloads : - Whitepaper : +15 - Case Study : +20 - Pricing Page : +25 email_engagement : - Opened : +5 - Clicked : +10 - Replied : +20 thresholds : - MQL : 50 - SQL : 75 - Hot Lead : 90 AI-Based Scoring ai_scoring_model : provider : openai prompt : | Score this lead from 0-100 based on: - Fit with our ICP (ideal customer profile) - Buying intent signals - Budget authority - Timeline urgency Lead Data : { lead_data } ICP : B2B SaaS companies , 50 - 500 employees , Series A+ Return JSON : { "score" : X , "reasoning" : "..." , "next_action" : "..." } Automated Sequences Sequence 1: New Lead Welcome sequence : "New Lead Welcome" trigger : lead_created AND score

= 50 steps : - day_0 : type : email template : "welcome_intro" subject : "Welcome to {Company} - Here's what's next" - day_2 : type : email template : "value_prop" subject : "How {Similar_Company} achieved {Result}" condition : not_replied - day_4 : type : task action : "LinkedIn connection request" assign_to : owner - day_7 : type : email template : "case_study" subject : "Quick case study for {Lead_Company}" condition : not_replied - day_10 : type : email template : "meeting_request" subject : "15 min to discuss {Pain_Point}?" include : calendly_link - day_14 : type : task action : "Phone call attempt" assign_to : owner condition : not_responded Sequence 2: Deal Follow-Up sequence : "Proposal Follow-Up" trigger : deal_stage == "contract_sent" steps : - day_3 : type : email template : "contract_check_in" subject : "Any questions about the proposal?" - day_7 : type : task action : "Phone call - contract follow-up" - day_10 : type : email template : "deadline_reminder" subject : "Pricing valid until {deadline}" condition : not_responded - day_14 : type : alert notify : sales_manager message : "Deal stuck in contract stage" Integration Recipes Recipe 1: Calendly → HubSpot trigger : calendly.booking_created actions : 1. search_contact : hubspot.search : email == calendly.invitee_email 2. create_or_update : if : contact_exists hubspot.update_contact : last_meeting_booked : calendly.start_time else : hubspot.create_contact : email : calendly.invitee_email firstname : calendly.invitee_name lifecycle_stage : "salesqualifiedlead" 3. create_meeting : hubspot.create_engagement : type : MEETING scheduled_time : calendly.start_time title : calendly.event_name 4. notify : slack.send : channel : "#sales" message : "Meeting booked: {name} at {time}" Recipe 2: LinkedIn → HubSpot trigger : linkedin.connection_accepted actions : 1. enrich : linkedin.get_profile : connection_id 2. create_contact : hubspot.create : email : linkedin.email firstname : linkedin.first_name lastname : linkedin.last_name jobtitle : linkedin.title company : linkedin.company linkedin_url : linkedin.profile_url lead_source : "LinkedIn" 3. add_to_sequence : if : title contains [ "CEO" , "CTO" , "VP" ] sequence : "LinkedIn C-Level Outreach" Reporting Templates Weekly Sales Report

Sales Pipeline Report - Week {week_number}

Pipeline Summary | Stage | Deals | Value | Change | |

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| | New | 15 | $150K | +5 | | Qualified | 8 | $120K | +2 | | Proposal | 5 | $85K | -1 | | Negotiation | 3 | $45K | +1 | | ** Total Pipeline ** | ** 31 ** | ** $400K ** | ** +7 ** |

This Week's Activity

New leads: 45

Meetings held: 12

Proposals sent: 4

Deals closed: 2 ($35K)

Team Performance | Rep | Meetings | Proposals | Closed | |

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| | Alice | 5 | 2 | 1 | | Bob | 4 | 1 | 1 | | Carol | 3 | 1 | 0 |

Forecast

Commit: $45K (3 deals)

Best Case: $85K (5 deals)

Pipeline: $400K (31 deals)

Actions Needed

[ ] Follow up on 3 stale deals (>14 days no activity)

[ ] Schedule demo for Enterprise Lead X

[ ] Send revised proposal to Company Y Best Practices Data Hygiene data_hygiene_rules : - deduplicate : weekly method : email_match + company_fuzzy_match - validate_emails : on_create action : remove_invalid - enrich_missing : daily fields : [ company , title , linkedin ] - archive_stale : monthly criteria : no_activity

180_days action : move_to_archive Security security_practices : - api_keys : rotate_quarterly - access_control : role_based - audit_log : all_changes - pii_handling : encrypt_at_rest - gdpr_compliance : consent_tracking CRM Automation Skill - Part of Claude Office Skills

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