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claude-office-skills/crm-automation

CRM工作流自动化,支持HubSpot、Salesforce、Pipedrive——线索管理、交易追踪及多CRM同步

crm-automation 是什么?

该技能专为AI代理(如Claude Code、Cursor、Codex)设计,用于自动化客户关系管理(CRM)工作流。它支持三大主流CRM平台:HubSpot、Salesforce和Pipedrive。主要功能包括:自动管理线索(创建、更新、评分)、追踪交易状态(管道阶段、金额、概率)、以及跨CRM系统同步数据(避免重复录入或信息不一致)。适用于销售团队、市场运营和开发者集成。使用方式灵活:可通过自然语言指令驱动,也可在SKILL.md中配置API凭证与规则映射。技能封装了各CRM的REST API调用逻辑,并利用JSON模式进行字段映射,从而简化多平台操作。

兼容平台✓Claude Code~Codex CLI~Cursor
npx skills add https://github.com/claude-office-skills/skills/tree/main/skills/crm-automation

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crm-automation 是做什么的?

CRM工作流自动化,支持HubSpot、Salesforce、Pipedrive——线索管理、交易追踪及多CRM同步

Individual skills in this repo

This repo contains 20 individual skills — each has its own dedicated page.

claude-office-skills/academic-search

Search and analyze academic literature. Find papers, understand research methodologies, and synthesize academic findings for research projects.

claude-office-skills/ads-copywriter

Multi-platform ad copy generation for Google Ads, Meta/Facebook, TikTok, LinkedIn with A/B testing variants

claude-office-skills/ai-agent-builder

Build AI agents with tools, memory, and multi-step reasoning - ChatGPT, Claude, Gemini integration patterns

claude-office-skills/airtable-automation

Airtable database automation - views, automations, integrations, and workflow triggers

claude-office-skills/ai-slides

Generate complete presentations with AI - from outline to polished slides

claude-office-skills/amazon-seller

Automate Amazon seller operations including inventory, orders, pricing, and advertising management

claude-office-skills/apple-shortcuts-integration

Create and trigger Apple Shortcuts for iOS/macOS automation and cross-platform workflows

claude-office-skills/applicant-screening

Screen job applications against requirements and score candidates

claude-office-skills/asana-automation

Automate Asana project management workflows, task tracking, team collaboration, and reporting

claude-office-skills/batch-convert

Batch convert documents between multiple formats using a unified pipeline

claude-office-skills/batch-processor

Process multiple documents in bulk with parallel execution

claude-office-skills/brand-guidelines-generator

Create and maintain brand style guides for consistent visual identity

claude-office-skills/browser-automation

Automate web browser interactions, scraping, testing, and workflow automation with Puppeteer/Playwright

claude-office-skills/calendar-automation

Google Calendar and Outlook automation - scheduling optimization, meeting workflows, time blocking, and Slack/Sheets integration

claude-office-skills/changelog-generator

Generate release notes from git commits, updates, or feature lists

claude-office-skills/chart-designer

Design effective data visualizations and charts. Generate chart configurations for ECharts, Chart.js, and other libraries. Create dashboards and reports.

claude-office-skills/chat-with-pdf

Answer questions about PDF content, summarize, and extract information

claude-office-skills/clickup-automation

Automate ClickUp workspace management, task workflows, time tracking, and team productivity

claude-office-skills/company-research

Conduct comprehensive company research and due diligence. Analyze business model, competitive landscape, management, and market position.

claude-office-skills/competitive-analysis

Analyze competitors systematically. Compare products, features, pricing, positioning, and market strategies. Generate comprehensive competitive intelligence reports.

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