crm-automation

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:

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]
  
  
         
      
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