SkillStarter
CRM Integration Skill
Connect to HubSpot, Salesforce, or Pipedrive. Auto-log interactions, manage deals, and track pipeline.
★4.7rating
1,124 downloads
Included in Starter Plan
# CRM Integration Skill
## Description
Connect your AI agent to HubSpot, Salesforce, or Pipedrive. Manage contacts, deals, tasks, and pipeline automatically.
## Capabilities
- Create and update contacts from conversations
- Track deals through pipeline stages
- Log all interactions automatically
- Set follow-up tasks and reminders
- Score leads based on engagement
- Generate pipeline reports
- Sync data across platforms
## Configuration
```yaml
skill: crm-integration
provider: hubspot
config:
api_key: ${HUBSPOT_API_KEY}
auto_log_interactions: true
auto_create_contacts: true
pipeline_id: "default"
```
## Usage Examples
After every customer interaction, automatically create/update contacts, log conversations, and set follow-up tasks.
Tags
crmsalesautomation
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