crm-integration
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.