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Integrating Close, HubSpot or Salesforce v1.0.0

Use this resource to integrate a CRM (Close, HubSpot or Salesforce) with your sales and automation tools

New

  • 571 downloads
  • 128 likes
  • 212 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install crm-sync-close-hubspot-salesforce

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 guides you through connecting your app to Close, HubSpot or Salesforce: API client, creating and updating contacts and deals, webhooks and pipeline stage mapping. It also provides segmentation queries for Close.

Mostly picked by

Updated November 2, 2026

Card for the “Integrating Close, HubSpot or Salesforce” skill

Details

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

Similar resources

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What you get

  • SKILL.md: CRM comparison, entity and pipeline stage mapping
  • reference/close-deep-dive.md: Close details and its query language for Smart Views

Good fit for

  • Leads from your form should reach your CRM automatically
  • You want to follow up on prospects with no activity for 30 days

Not for

    Tags

    • crm
    • close
    • hubspot
    • salesforce
    • pipeline

    About

    You say

    “Sync new contacts from my form into Close, with one opportunity per request.”

    Card for the “Integrating Close, HubSpot or Salesforce” skill

    Skill published by manojbajaj95 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 integrate a CRM (Close, HubSpot or Salesforce) with your sales and automation tools
    3. Review and adjust the result

    Content preview

    Files

    • config.json0.5 KB
    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • reference/close-deep-dive.md13.4 KB
    • SKILL.md15.4 KB

    Origin and licence

    Listed unmodified

    Author
    manojbajaj95
    Source
    github.com/manojbajaj95/claude-gtm-plugin/tree/0830a46f4cfbbc8642c07b5c3748afd8efd24571/skills/crm-integration
    Licence
    MIT

    Notice

    « crm-integration » (manojbajaj95, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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