Does this skill require a Close CRM API key?

While adding the Rube MCP endpoint doesn't require a key, you must complete the Close API authentication via the RUBE_MANAGE_CONNECTIONS tool to authorize access to your account.

Can I send SMS messages using this skill?

Yes, the skill includes the CLOSE_CREATE_SMS tool, which allows you to send or log SMS messages, provided your Close account has the necessary SMS integration configured.

How are Leads and Contacts handled in this skill?

Following the Close CRM data model, Leads represent the primary organization/entity, while Contacts are nested within the Lead. The skill manages this relationship by creating leads first and then associating contacts and activities with them.

What is the Close CRM Automation skill for Claude?

It is a specialized capability for Claude Code that allows the AI to interact with Close CRM to manage leads, log communication activities like calls and SMS, and handle follow-up tasks.

Is lead duplication handled automatically?

No, duplicate lead detection is not automatic. It is recommended to search for existing leads before creating a new record to ensure data integrity.

Close CRM Automation

Name: Close CRM Automation
Author: davepoon

bydavepoon

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2,589

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생산성 및 워크플로

Automates Close CRM operations including lead management, call logging, and SMS messaging via Rube MCP.

This skill enables Claude to interact directly with Close CRM, providing a seamless workflow for managing sales pipelines and communication records. It allows for the creation and management of leads, logging of outbound and inbound calls with specific metadata, sending SMS messages, and handling task follow-ups. By utilizing the Rube MCP and Composio toolkit, it ensures that users can maintain up-to-date CRM records and automate repetitive data entry or lead management tasks directly within their AI-powered environment.

주요 기능

01Lead and Contact Management: Create and organize leads with nested contact details and custom fields.

02Call and SMS Logging: Automatically log communication activities with duration, direction, and status tracking.

03Note Management: Retrieve and add notes to lead timelines for better historical context.

04Task Coordination: Create and manage follow-up tasks with due dates and assignments linked to specific leads.

052,589 GitHub stars

06Dynamic Schema Discovery: Uses Rube MCP to fetch current tool schemas for accurate and up-to-date API interactions.

사용 사례

01CRM Productivity: Quick creation of follow-up tasks and notes based on user interactions or project updates.

02Sales Pipeline Automation: Syncing lead data and updating statuses during sales outreach workflows.

03Communication Tracking: Automatically logging phone calls and SMS messages to maintain a comprehensive lead history.

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add davepoon/buildwithclaude close-automation

For use in Claude.ai and ChatGPT

Download Skill