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CRM automation: leads, pipeline and sync v1.0.0

Use this resource to automate lead and deal follow-up in a CRM

New

  • 449 downloads
  • 131 likes
  • 114 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install crm-pipeline-automation

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent designs the flows for lead capture, enrichment and assignment, then deal stage changes. It adds lead scoring (rules or AI), automatic follow-up sequences and, if needed, sync between several CRMs.

Mostly picked by

Updated November 2, 2026

Card for the “CRM automation: leads, pipeline and sync” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: capture, enrichment, assignment and deal stage flows
  • SKILL.md: lead scoring model, follow-up sequences and multi-CRM sync

Good fit for

  • Your sales reps re-enter leads into the CRM by hand
  • Deals stall with no automatic follow-up

Not for

    Tags

    • crm
    • hubspot
    • leads
    • pipeline

    About

    You say

    “Create a three-email welcome sequence for each new HubSpot lead, with rule-based scoring.”

    Card for the “CRM automation: leads, pipeline and sync” skill

    Skill published by claude-office-skills under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to automate lead and deal follow-up in a CRM
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md12.5 KB

    Origin and licence

    Listed unmodified

    Author
    claude-office-skills
    Source
    github.com/claude-office-skills/skills/tree/9c4c7d5cd2813a8936bf2c9fdb174ea883b85a11/crm-automation
    Licence
    MIT

    Notice

    « crm-automation » (claude-office-skills, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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