CRM Integrations Skill

Purpose

Connects lead generation forms to CRM systems and automation tools. Ensures no leads are lost through robust backup strategies and async processing.

Core Rules

1. Always have backup — If CRM fails, data must be saved elsewhere (Google Sheets)
2. Async processing — Don't block form submission on CRM integration
3. Retry failed sends — Queue and retry integration failures with exponential backoff
4. Log everything — Track all integration attempts for debugging and compliance
5. Validate before send — Ensure data format matches CRM requirements using Zod
6. GDPR compliance — Check consent before sending PII to third parties
7. 4xx = don't retry — Client errors are not retryable, 5xx errors are
8. Hash sensitive data — IP addresses should be hashed for privacy
9. Track source — Always include UTM parameters and referrer for attribution
10. Timeout protection — Set reasonable timeouts (10s) to prevent hanging requests