Overview
What It Does
Crm Sync packages a focused communication workflow for an AI agent. Sync marketing data to and from Salesforce, HubSpot, Zoho, or Pipedrive — contacts, deals, and campaign links with field mapping, deduplication, consent checks, batched execution behind a mandatory approval gate, and a rollback manifest. Produces a full sync report with per-record outcomes. Triggers on \"/digital-marketing-pro:crm-sync\", \"push these contacts into HubSpot\", \"sync deals to Salesforce\", \"our CRM and marketing lists don't match\", \"set up a recurring CRM sync\". Reads the brand profile and compliance rules; for scored lead imports use /digital-marketing-pro:lead-import instead. It is best suited to users who can review the resulting actions and provide only the accounts, files, or command access needed for the task. It is not a substitute for human approval on destructive, financial, security-sensitive, or public-facing actions.
Task ideas
Popular Use Cases
- Draft and organize messages
- Work with communication channels and contacts
- Summarize conversations into next steps
- Automate routine coordination
Installation
Install this Agent Skill
Claude Code
npx skills add https://github.com/indranilbanerjee/digital-marketing-pro --skill crm-syncCommands derived from the public GitHub SKILL.md record. Checked 2026-09-02. Review the source before running them.
Before you start
Requirements
| Claude Code | Required / review |
| Codex | Required / review |
| Public SKILL.md source | Required / review |
| Review instructions and requested permissions before installation | Required / review |
| Paid service | Check source |
| Supported system | Check source |
Popularity context
Why It’s Popular
Crm Sync is a verified Agent Skill from indranilbanerjee with a public SKILL.md, compatible with Claude Code, Codex.
Alternatives
