CRM Automation

Q: What is a Claude Code skill and how does the CRM Automation skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. CRM Automation is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Sales · Sub-category: crm-systems · Last updated: 2026-05-21

CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization

About this skill (catalog notes)

CRM Automation includes pricing or quota commentary; 14 code blocks for direct copy-paste. The SKILL.md runs to about 1,191 words, in the catalog's typical mid-range.

License: MIT
Original author: claude-office-skills
Indexed lastmod: 2026-05-21
Catalog position: Sales · crm-systems
Indexed related skills: 10

How CRM Automation fits the catalog

CRM Automation sits in the Sales category under the crm-systems sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

Automate CRM workflows for HubSpot, Salesforce, and Pipedrive including lead management, deal tracking, pipeline automation, and multi-CRM synchronization. Based on n8n workflow templates.

What this skill does

CRM Automation is a community-contributed Claude Code skill in the crm-systems sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/crm-automation/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The CRM Automation Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 116,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/crm-automation
curl -L https://claudskills.com/skills/crm-automation/SKILL.md \
  -o ~/.claude/skills/crm-automation/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/crm-automation/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/crm-automation/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\crm-automation\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the CRM Automation Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/crm-automation/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the CRM Automation skill do?

CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the CRM Automation skill?

Use CRM Automation when your Claude Code task falls under the Sales category — specifically in the crm systems area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use CRM Automation" or describe the task and let Claude pick). Browse related skills at /category/sales/.

What is a Claude Code skill and how does the CRM Automation skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. CRM Automation is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

License: MIT
Author: claude-office-skills

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

claude-office-skills. (2026). CRM Automation [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/crm-automation/

BibTeX

@misc{crm-automation-2026,
  author    = {claude-office-skills},
  title     = {CRM Automation [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/crm-automation/}
}

Embed this skill

Promote, attribute, or link this skill from your own README, blog post, or documentation. All three snippets are free to use — no sign-up, no API key. More distribution surfaces →

Badge

[![ClaudSkills](https://claudskills.com/badge/crm-automation.svg)](https://claudskills.com/skills/crm-automation/?utm_source=badge&utm_medium=readme&utm_campaign=skill_badge)

More Sales skills

Browse all Sales skills in the ClaudSkills registry, or explore these other picks from the same category:

Browse all Sales skills → Top 100 skills

Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills. · What's New · Install guide · About · llms.txt

Part of Acreator Store — Adam Lankamer's AI tools: PerfectStudio · Ucaption · UTagger · AutoXPoster · TestYourSkills · AutomationFlows · Au Naturel · Telegram @acreatorstore