crm-sync
Installation
SKILL.md
CRM Sync
Write campaign results and contact data back to HubSpot/Salesforce so pipeline attribution is complete and sales has full context.
When to Use
- After campaign-sending completes a batch
- When enrichment data needs to flow into CRM contact records
- To update lead scores or lifecycle stages based on engagement
- To sync campaign performance metrics for reporting
Inputs
- Campaign data — from campaign-feedback skill output
- Contact records — enriched contacts with engagement data
- Target CRM — HubSpot (default) or Salesforce
- Sync mode — create, update, or upsert