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crm-maintenance

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About crm-maintenance

C

crm-maintenance

Keeps HubSpot current without the owner opening it: creates

crm-maintenance is a skill from Anthropic's knowledge-work plugins, listed on skills.sh. It keeps HubSpot up to date without the owner having to open it. It creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags what needs attention. A typical request is to log a call to a named deal. The skill reads the most recent completed calendar event, confirms that the attendees match the deal's contacts, writes the call as an activity on the deal, and reports the change with a link. For a deal cleanup, it audits the deal against recent email and calendar activity and proposes updates, but it never applies them without approval. It suits sales staff who want their records to reflect their conversations without spending time on data entry.

View crm-maintenanceAll AI Skills apps
Price
Free
Made by
anthropics
Category
AI Skills
Website
github.com/anthropics/knowledge-work-plugins/crm-maintenance