manage-my-crm

Manage My CRM

One skill, four CRM actions. action param pick op. "Read-first, mutate-only-with-approval" shared.

Parameter: action

• clean - hygiene sweep: dupes, missing required fields, stage mismatches (e.g. deal Stage 3, no champion captured). Write diff list. Mutate only on explicit per-row approval.
• query - natural-language question → read-only CRM query → answer + query ran. "How many deals in Stage 2?" / "Show deals closing this month." / "Who owns Acme?"
• route - read latest lead scores, apply playbook routing policy (default: GREEN → assign owner, YELLOW → nurture queue, RED → drop). Write decisions; mutate CRM owner fields only on approval.
• queue-followup - push task to connected task tool (Linear / Notion / Asana-style). Task content: who, what, when, linked deal / lead.

User ask imply action ("clean up CRM", "what's my pipeline", "route leads", "queue followup") → infer. Else ask ONE question naming 4 options.

When to use

• Explicit triggers in description.
• Implicit: after score-my-pipeline subject=lead done, chain action=route. After check-my-sales subject=discovery-call or write-my-outreach stage=followup, chain action=queue-followup for next step.

Connections I need

I run external work through Composio. Before this skill runs I check that the categories below are linked. Missing → I name the category, ask you to connect it from the Integrations tab, stop.

• CRM - read contacts, deals, and stages; mutate only on per-row approval. Required for every action.
• Task tools - push a task into Linear, Notion, Asana-style queues. Required for queue-followup.

If your CRM isn't connected I stop and ask you to link HubSpot, Salesforce, Attio, Pipedrive, or Close from the Integrations tab.

Information I need

I read your sales context first. For every required field that's missing I ask ONE plain-language question (best modality: connected app > file drop > URL > paste) and wait.

• Connected CRM - Required for every action. Why I need it: every row must cite a real record. If missing I ask: "Which CRM should I work with - HubSpot, Salesforce, Attio, Pipedrive, or Close? Connect it from the Integrations tab."
• Your deal stages and owner map - Required for clean and route. Why I need it: I detect stage mismatches and assign GREEN leads to the right owner. If missing I ask: "Walk me through your deal stages and who owns which segment."
• Your sales playbook - Required for clean and route. Why I need it: stage exit-criteria drive mismatch detection and your ideal customer profile grounds the RED drop. If missing I ask: "I don't have your playbook yet - want me to draft it now?"
• Routing policy - Optional. Why I need it: I default to "GREEN to owner, YELLOW to nurture, RED dropped." If you don't have a different rule I keep going with that default.
• Connected task tool - Required for queue-followup. Why I need it: I push tasks somewhere you'll actually see them. If missing I ask: "Where should follow-ups land - Linear, Notion, Asana?"