Babysitter crm-integration

CRM data synchronization and sales-marketing alignment operations

install

source · Clone the upstream repo

git clone https://github.com/a5c-ai/babysitter

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/a5c-ai/babysitter "$T" && mkdir -p ~/.claude/skills && cp -r "$T/library/specializations/domains/business/marketing/skills/crm-integration" ~/.claude/skills/a5c-ai-babysitter-crm-integration-698c42 && rm -rf "$T"

manifest: library/specializations/domains/business/marketing/skills/crm-integration/SKILL.md

CRM Integration Skill

Overview

The CRM Integration Skill provides comprehensive capabilities for CRM data synchronization, sales-marketing alignment, and revenue attribution tracking. This skill enables seamless integration with major CRM platforms including Salesforce, HubSpot CRM, and Microsoft Dynamics 365, supporting lead management, contact synchronization, and pipeline reporting.

Capabilities

Salesforce CRM Connector

Object configuration and custom fields
Flow and process builder automation
Apex trigger development support
SOQL query construction
Report and dashboard creation
Permission set management
Data loader operations
API integration configuration

HubSpot CRM Synchronization

Contact and company properties
Deal pipeline configuration
Workflow automation setup
Custom object configuration
List and segment synchronization
Form and landing page integration
Sequence enrollment automation
API webhook configuration

Dynamics 365 Integration

Entity customization
Business process flows
Power Automate integration
Dataverse operations
Custom connector development
Security role configuration
Dashboard and chart creation
Plugin development support

Lead Routing Configuration

Round-robin assignment rules
Territory-based routing
Lead scoring threshold routing
Account-based lead routing
Real-time lead notification
SLA monitoring and alerts
Lead queue management
Escalation rule configuration

Contact Property Mapping

Field mapping configuration
Data transformation rules
Validation rule setup
Picklist value synchronization
Multi-object relationship mapping
Historical data migration
Incremental sync configuration
Conflict resolution rules

Deal Stage Automation

Stage progression rules
Probability assignment
Required field enforcement
Stage duration tracking
Forecast category mapping
Close date automation
Win/loss analysis triggers
Revenue recognition rules

Pipeline Reporting

Pipeline stage analysis
Velocity metrics tracking
Conversion rate reporting
Forecast accuracy analysis
Pipeline coverage reporting
Win rate trending
Average deal size tracking
Sales cycle duration analysis

Attribution Data Sync

First-touch attribution
Multi-touch attribution models
Campaign influence tracking
Marketing source capture
UTM parameter mapping
Revenue attribution rollup
ROI calculation automation
Custom attribution model support

Revenue Attribution Tracking

Closed-won revenue allocation
Campaign ROI calculation
Marketing-influenced pipeline
Revenue by source reporting
Customer acquisition cost
Lifetime value integration
Cohort revenue analysis
Attribution model comparison

Process Integration

This skill integrates with the following marketing processes:

attribution-modeling-setup.js - Revenue attribution and campaign influence
marketing-roi-analysis.js - ROI calculation and pipeline reporting
customer-journey-analytics.js - Sales touchpoint integration

Dependencies

Salesforce REST API / Bulk API
HubSpot CRM API
Microsoft Dynamics 365 Web API
Marketing automation platform APIs
Data warehouse connectors
ETL/ELT tools

Usage

Salesforce Integration Setup

skill: crm-integration
action: configure-salesforce
parameters:
  connection:
    auth_type: oauth2
    instance_url: "https://company.salesforce.com"
    api_version: "58.0"
  sync_configuration:
    objects:
      - name: Lead
        direction: bidirectional
        sync_fields:
          - FirstName
          - LastName
          - Email
          - Company
          - LeadSource
          - Marketing_Campaign__c
          - Lead_Score__c
        triggers:
          - on_create
          - on_update
      - name: Opportunity
        direction: crm_to_marketing
        sync_fields:
          - Name
          - Amount
          - StageName
          - CloseDate
          - Primary_Campaign__c

Lead Routing Configuration

skill: crm-integration
action: configure-lead-routing
parameters:
  platform: salesforce
  routing_rules:
    - name: "Enterprise Leads"
      criteria:
        Company_Size__c: ">= 1000"
        Annual_Revenue__c: ">= 10000000"
      assignment:
        type: queue
        queue_name: "Enterprise Sales Queue"
        notification: immediate
    - name: "SMB Leads"
      criteria:
        Company_Size__c: "< 100"
      assignment:
        type: round_robin
        user_pool: "SMB_Sales_Team"
        notification: digest
    - name: "Default"
      criteria: null
      assignment:
        type: queue
        queue_name: "General Sales Queue"

Attribution Tracking Setup

skill: crm-integration
action: configure-attribution
parameters:
  platform: hubspot
  attribution_model:
    type: multi-touch
    models:
      - first_touch:
          weight: 0.4
      - lead_creation:
          weight: 0.2
      - opportunity_creation:
          weight: 0.2
      - closed_won:
          weight: 0.2
  campaign_mapping:
    utm_source: "Traffic Source"
    utm_medium: "Marketing Channel"
    utm_campaign: "Campaign Name"
    utm_content: "Ad Variant"
  revenue_fields:
    deal_amount: Amount
    close_date: CloseDate
    influenced_revenue: Marketing_Influenced_Revenue__c

Pipeline Reporting Configuration

skill: crm-integration
action: create-pipeline-report
parameters:
  platform: salesforce
  report_name: "Marketing-Influenced Pipeline"
  filters:
    - field: StageName
      operator: not_equals
      value: "Closed Lost"
    - field: Marketing_Touch_Count__c
      operator: greater_than
      value: 0
  groupings:
    - field: LeadSource
    - field: StageName
  metrics:
    - field: Amount
      aggregation: sum
      label: "Pipeline Value"
    - field: Id
      aggregation: count
      label: "Deal Count"
    - formula: "SUM(Amount) / COUNT(Id)"
      label: "Average Deal Size"
  schedule:
    frequency: weekly
    recipients:
      - marketing-leadership@company.com

Data Synchronization

skill: crm-integration
action: sync-contacts
parameters:
  source: hubspot
  destination: salesforce
  mapping:
    hubspot_property: salesforce_field
    email: Email
    firstname: FirstName
    lastname: LastName
    company: Company
    phone: Phone
    lifecyclestage: Lead_Status__c
    hs_lead_status: Status
  sync_rules:
    direction: bidirectional
    conflict_resolution: most_recent
    frequency: real-time
    batch_size: 100
  filters:
    - property: lifecyclestage
      values: [subscriber, lead, marketingqualifiedlead, salesqualifiedlead]

Best Practices

Data Hygiene: Implement deduplication and validation rules
Field Mapping: Document all field mappings and transformations
Sync Frequency: Balance real-time needs with API limits
Error Handling: Configure alerts for sync failures
Testing: Use sandbox environments for integration testing
Attribution: Define attribution models before implementation
Privacy: Ensure GDPR/CCPA compliance in data syncing
Documentation: Maintain integration documentation and data dictionary

Related Skills

SK-005: Marketing Analytics Platform
SK-014: BI and Dashboard Platform
SK-015: Customer Data Platform

Related Agents

AG-008: Marketing Analytics Director
AG-011: Marketing Operations Manager