Manages sales pipelines, leads, and customer interactions directly through the Close CRM API.
This skill empowers Claude to interact seamlessly with the Close CRM platform, enabling automated sales management and pipeline maintenance. It provides comprehensive capabilities to search, create, and update leads and contacts, track deal progress through opportunities, manage daily tasks, and log activities such as notes and status changes. By providing a direct bridge to the Close API, it streamlines CRM workflows for sales teams and developers, making it easy to maintain an accurate and up-to-date sales pipeline without leaving the development environment.
主な機能
01Complete Lead and Contact lifecycle management
02Task creation, assignment, and completion workflows
03Opportunity tracking for sales pipeline visibility
04Activity logging including notes and status changes
0552 GitHub stars
06Retrieval of organization-wide user and status metadata
ユースケース
01Automating the creation of new leads from structured data or messages
02Updating opportunity values and confidence scores during sales calls
03Managing daily follow-up tasks and logging call notes via the terminal
