crm-integration

crm-integration is a skill for Claude Code from LeadMagic/gtm-skills. It costs 54 tokens per session (1,453 once invoked), scanned A, original, MIT.

A design guide for connecting and organizing customer relationship management systems, which store information about prospects, customers, and deals.

In plain words
What is it for?
Setting up or cleaning up HubSpot, Salesforce, Attio, or another CRM, including enrichment sync and reporting.
Why use it?
It removes confusion about lifecycle stages, deal stages, data ownership, duplicates, required fields, and which system should be the source of truth.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions Claude Code; mentions Codex; mentions Gemini CLI.

Part of the gtm-skills plugin — 196 skills shipped together

Good fit Setting up or cleaning up HubSpot, Salesforce, Attio, or another CRM, including enrichment sync and reporting.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leadmagic/gtm-skills/crm-integration
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add LeadMagic/gtm-skills --skill crm-integration
Clone the repo
git clone --depth 1 https://github.com/LeadMagic/gtm-skills

Made for: Claude Code.

Or install gtm-skills, the plugin that ships this one along with the rest of its 196 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for crm-integration

README.md
[![agentmods](https://agentmods.dev/badge/skills/leadmagic/gtm-skills/crm-integration.svg)](https://agentmods.dev/skills/leadmagic/gtm-skills/crm-integration)
Your own site
<a href="https://agentmods.dev/skills/leadmagic/gtm-skills/crm-integration"><img src="https://agentmods.dev/badge/skills/leadmagic/gtm-skills/crm-integration.svg" alt="Measured on agentmods" height="20"></a>
Per session 54 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,453 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 2 findings, up to high

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • high Memory Poisoning · line 104
    Skill manipulates agent memory, state, or stored context. Memory corruption can alter personality, override safety rules, or cause unpredictable behavior.
    Fix: Protect agent memory and state from modification by untrusted content. Use read-only memory for critical instructions and validate all state changes.
  • medium Excessive Agency · line 92
    Skill enables autonomous high-impact decisions without human-in-the-loop verification. Critical operations (destructive commands, financial transactions, data deletion) should require explicit user confirmation.
    Fix: Add human-in-the-loop confirmation for destructive, irreversible, or high-impact operations. Never auto-execute commands that modify files, send data, or alter system state.
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00054 $0.01453
Opus 5 $0.00027 $0.00727
Sonnet 5 $0.00011 $0.00291
Haiku 4.5 $0.00005 $0.00145

Measured 3d ago against content hash 009d7ef94efb, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

crm-integration scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 3d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check-output.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/automation/crm-integration/SKILL.md · 154 lines

How it starts

The opening of the file, as written. The whole thing — 154 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM Integration

Overview

Most CRM problems are process problems disguised as software problems. Teams add fields, automations, and sync rules before deciding what the CRM is supposed to be the source of truth for.

This skill designs a CRM integration that supports GTM execution without turning into rep admin theater: clear lifecycle stages, field ownership, enrichment sync, dedupe, and stage-gate rules.

When to Use

Use this skill when the user asks to "set up our CRM for sales", "configure HubSpot", "configure Salesforce", "set up Attio", "design deal stages", "integrate enrichment with CRM", "clean up CRM data", "define lifecycle stages", or "build CRM reporting".

Use crm-toolkit for platform selection, contacts-vs-leads architecture, and blueprints — then platform setup skills (hubspot-setup, salesforce-setup, attio-setup) for rollout.

Authoritative Foundations

Winning by Design — Bowtie Model

CRM design should cover the full bowtie: acquisition, conversion, retention, expansion, and advocacy. Most teams only model pipeline and ignore post-sale stages.

HubSpot — Lifecycle Stage Model

HubSpot's lifecycle model is useful for SMB and mid-market teams because it connects marketing, sales, and CS handoffs with clear stage definitions.

Salesforce — Opportunity and Object Architecture

Salesforce works best when object relationships, required fields, and automation rules are designed before admins start customizing pages.

Attio — Programmable CRM Model

Attio's flexible object model works well for teams that need relationship intelligence, custom objects, and lightweight GTM workflows without Salesforce overhead.

Prerequisites

  • Defined GTM motion: PLG, sales-led, founder-led, or hybrid
  • ICP tiers and segments
  • Sales stages and exit criteria
  • CRM owner/admin
  • Enrichment sources
  • Sequencer and marketing automation tools
  • Reporting requirements

Step-by-Step Process

Phase 1: Define Source-of-Truth Rules

Data Type Source of Truth Write Access
Contact identity CRM CRM + enrichment upsert
Lifecycle stage CRM Automation + owner override
Deal stage CRM Deal owner
Enrichment fields Enrichment pipeline Enrichment system only
Suppression/opt-out CRM/compliance Compliance automation only
Activity history CRM Integrated tools

Read the full file on GitHub · 154 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 3d ago Changed 009d7ef94efb
  2. 8d ago First seen · 154 lines · 54 tokens per session scan A 1ac57660393d

Subscribe to this mod's changes

crm-integration is a skill published in the GitHub repository LeadMagic/gtm-skills (48 stars, last pushed today), licensed MIT. It adds 54 tokens to every session and 1,453 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

Other skills, from other repositories

startup-launch-playbook

A step-by-step playbook for early-stage startups going from pre-seed to their first 1000 users. Covers MVP validation, initial traction channels, and founder-led growth tactics. By @WeiYipei — follow on X for more startup growth insights.

Gingiris-1031/gingiris-skills · 58 tokens

cialdini-influence

Applies Cialdini's seven principles of ethical persuasion -- Reciprocity, Commitment and Consistency, Social Proof, Authority, Liking, Scarcity, and Unity -- to business contexts including sales, marketing, fundraising, and negotiation. Use when designing conversion funnels, optimizing sales processes, preparing…

fatihguner/foreman · 88 tokens

competitor-monitoring

Use this skill when you need to know what rival companies are doing — "what are my competitors doing", "competitor update", "competitor news", "competitive landscape", "market intel", "what's new with [company]", "track [company]", "competitor briefing", "who's making moves", "we keep losing deals to [company]" — or…

swan-gtm/gtm-skills · 157 tokens

multichannel-campaign-builder

Use this skill when someone needs a complete outbound sequence written — every touch across LinkedIn and email, not a single cold email. Produces three distinct angles to choose from, then the full sequence with each message ready to send, calibrated to the campaign type and channel mix and self-checked against a…

swan-gtm/gtm-skills · 139 tokens

inbox-digest

Scan the last 48 hours of unread newsletters, news emails, and blog digests. Summarize what's relevant to your work. Trigger when the user asks "what did I miss", "any interesting newsletters", or as part of the morning briefing ritual.

etrebels/claude-code-growth-os · 57 tokens

meeting-prep

Build a pre-meeting briefing — who's in the room, what they care about, your goal, and the questions to ask. Trigger when the user asks to prep for a meeting or call, "what should I know before", or names an upcoming meeting.

etrebels/claude-code-growth-os · 56 tokens