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claude-office-skills/crm-automation

CRM 工作流程自動化,適用於 HubSpot、Salesforce、Pipedrive - 包括潛在客戶管理、交易追蹤以及多 CRM 同步

crm-automation 是什麼?

此技能專為 AI 助理(如 Claude Code、Cursor、Codex)設計,提供 CRM 工作流程自動化功能,可與 HubSpot、Salesforce 和 Pipedrive 等主流 CRM 平台整合。它能幫助使用者自動化潛在客戶管理、交易追蹤以及跨 CRM 系統的資料同步,減少手動輸入與重複作業,提升業務效率。技能支援透過 API 呼叫與 CRM 資料進行互動,並提供可配置的工作流程,適用於銷售團隊或需要高效管理客戶關係的開發者。此技能基於 SKILL.md 文件定義的操作指南,確保 AI 助理能夠正確執行任務,同時支援多種開發環境與平台。

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

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說明文件

crm-automation 是做什麼的?

CRM 工作流程自動化,適用於 HubSpot、Salesforce、Pipedrive - 包括潛在客戶管理、交易追蹤以及多 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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