CRMCRM · OperationsCRM · Integrations

Crm Integration

CRM integration patterns for Close CRM, HubSpot, and Salesforce.

by Manoj Bajaj·MIT·★ 51 on GitHub·updated 2026-05-08

Install

claude plugin marketplace add manojbajaj95/claude-gtm-plugin

Description

CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.

What this skill does

1Sets up authenticated API clients for Close CRM, HubSpot, or Salesforce with correct auth patterns (API key, OAuth, JWT).
2Implements CRUD operations for leads, contacts, deals, and activities with rate-limit-aware patterns for each platform.
3Builds webhook handlers with signature verification for real-time CRM sync and pipeline automation triggers.
4Designs a cross-CRM sync layer with Postgres-backed deduplication and configurable conflict resolution strategies.
5Provides query language examples (Close smart views, HubSpot filters, SOQL) for building segments and reports.

When to use

You are building a sales automation pipeline and need enriched leads pushed into Close, HubSpot, or Salesforce.
You want webhooks that fire on deal stage changes or lead creation to trigger downstream workflows.
You need to sync contact or deal data bidirectionally between two CRM platforms without duplicates.
You are migrating from one CRM to another and need a bulk sync script with conflict resolution.

Tools used

HubSpot· CRMSalesforce· CRMClose· CRM

Best for

Sales Development RepRevenue OperationsGTM Engineer

Format

FrameworkTemplateWorkflowPlaybook

Frequently asked questions

What is Crm Integration?

Crm Integration is a Claude Code skill for crm by Manoj Bajaj. CRM integration patterns for Close CRM, HubSpot, and Salesforce.

When should I use Crm Integration?

You are building a sales automation pipeline and need enriched leads pushed into Close, HubSpot, or Salesforce. You want webhooks that fire on deal stage changes or lead creation to trigger downstream workflows.

How do I install Crm Integration?

Run the install command (claude plugin marketplace add manojbajaj95/claude-gtm-plugin). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.