Does the skill support activity logging?

Absolutely. You can log various activities such as notes and track history like calls, emails, and lead status changes.

Can I manage sales opportunities and deals with this skill?

Yes, you can list, create, update, and delete opportunities, including setting their value, currency, and pipeline status.

Can I filter tasks by completion status?

Yes, the skill allows you to list tasks and filter them based on whether they are complete or pending.

What is required to authenticate with the Close CRM skill?

You must provide a valid Close API token by setting the CLOSE_TOKEN environment variable in your workspace.

How does the skill handle lead and contact associations?

The skill follows Close's data model where contacts, opportunities, and tasks are primarily associated with a Lead ID to maintain a unified customer record.

Close CRM Integration

Name: Close CRM Integration
Author: vm0-ai

byvm0-ai

•

生产力与工作流

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.

主要功能

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

使用场景

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

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add vm0-ai/vm0-skills close

For use in Claude.ai and ChatGPT