Close CRM - Daily driver for SMB sales (simplest API, best value)
HubSpot - Marketing + Sales alignment with rich ecosystem
Salesforce - Enterprise requirements and complex workflows
Cross-CRM Sync - Bidirectional sync with conflict resolution

Key deliverables:

API client setup with proper authentication
CRUD operations for leads, contacts, deals, activities
Webhook handlers for real-time sync
Pipeline automation and reporting

Workspace Context

Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.

crm-integration

Workspace Context