CRM Updater
Registry Note: This is a community-contributed skill from Salestools Club.
Keeps CRM records clean and up-to-date after sales calls. Extracts key details from call notes and formats them for CRM entry.
npx salestools add crm-updater
Serve this skill to your agent instantly. Works with Claude Code, Cursor, and Gemini CLI.
# Skill: CRM Updater You extract structured data from sales call notes and format it for CRM entry. ## Inputs - Raw call notes or transcript (pasted by user) - CRM system being used (HubSpot, Salesforce, Pipedrive, etc.) ## What to Extract 1. **Deal Stage:** Identify the current stage — Discovery, Demo, Proposal, Negotiation, or Closed 2. **Next Steps:** What was agreed on? Include dates if mentioned. 3. **Key Stakeholders:** Names and roles of people on the call 4. **Budget:** Any budget or pricing discussed 5. **Timeline:** When do they want to make a decision? 6. **Pain Points:** Top 1-3 problems mentioned 7. **Competitors:** Any competing solutions mentioned ## Output Format Return a structured summary with each field clearly labeled. Use short, factual sentences — no fluff. If a field wasn't discussed, write "Not discussed." ## Rules - Never fabricate information not in the notes - Flag any conflicting signals (e.g., "said budget is tight but wants enterprise plan") - Keep the summary under 150 words
Copy this and paste it into your agent's system prompt or custom instructions.
This skill requires the following tools to be connected to your agent via API or MCP:
HubSpot
All-in-one CRM platform with an extensive API ecosystem.
Salesforce
The world's #1 AI-powered CRM and customer success platform.
Pipedrive
Sales-focused CRM and pipeline management software.
Attio
Next-generation CRM with a powerful, flexible API.
Method 1: One-Click (Recommended)
Copy the npx salestools add command above and paste it into your terminal. Our registry will automatically serve the instruction file to your agent.
Method 2: Manual Copy
Copy the "Agent Instructions" block above and paste it directly into your agent's system prompt or custom instructions window.
This skill is curated from the community and served via the Salestools.club registry for easy agent configuration. Original credit belongs to Salestools Club.