CRM data synchronization and sales-marketing alignment operations
Manages CRM integration for data synchronization, lead routing, and revenue attribution.
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The CRM Integration Skill provides comprehensive capabilities for CRM data synchronization, sales-marketing alignment, and revenue attribution tracking. This skill enables seamless integration with major CRM platforms including Salesforce, HubSpot CRM, and Microsoft Dynamics 365, supporting lead management, contact synchronization, and pipeline reporting.
This skill integrates with the following marketing processes:
skill: crm-integration
action: configure-salesforce
parameters:
connection:
auth_type: oauth2
instance_url: "https://company.salesforce.com"
api_version: "58.0"
sync_configuration:
objects:
- name: Lead
direction: bidirectional
sync_fields:
- FirstName
- LastName
- Email
- Company
- LeadSource
- Marketing_Campaign__c
- Lead_Score__c
triggers:
- on_create
- on_update
- name: Opportunity
direction: crm_to_marketing
sync_fields:
- Name
- Amount
- StageName
- CloseDate
- Primary_Campaign__c
skill: crm-integration
action: configure-lead-routing
parameters:
platform: salesforce
routing_rules:
- name: "Enterprise Leads"
criteria:
Company_Size__c: ">= 1000"
Annual_Revenue__c: ">= 10000000"
assignment:
type: queue
queue_name: "Enterprise Sales Queue"
notification: immediate
- name: "SMB Leads"
criteria:
Company_Size__c: "< 100"
assignment:
type: round_robin
user_pool: "SMB_Sales_Team"
notification: digest
- name: "Default"
criteria: null
assignment:
type: queue
queue_name: "General Sales Queue"
skill: crm-integration
action: configure-attribution
parameters:
platform: hubspot
attribution_model:
type: multi-touch
models:
- first_touch:
weight: 0.4
- lead_creation:
weight: 0.2
- opportunity_creation:
weight: 0.2
- closed_won:
weight: 0.2
campaign_mapping:
utm_source: "Traffic Source"
utm_medium: "Marketing Channel"
utm_campaign: "Campaign Name"
utm_content: "Ad Variant"
revenue_fields:
deal_amount: Amount
close_date: CloseDate
influenced_revenue: Marketing_Influenced_Revenue__c
skill: crm-integration
action: create-pipeline-report
parameters:
platform: salesforce
report_name: "Marketing-Influenced Pipeline"
filters:
- field: StageName
operator: not_equals
value: "Closed Lost"
- field: Marketing_Touch_Count__c
operator: greater_than
value: 0
groupings:
- field: LeadSource
- field: StageName
metrics:
- field: Amount
aggregation: sum
label: "Pipeline Value"
- field: Id
aggregation: count
label: "Deal Count"
- formula: "SUM(Amount) / COUNT(Id)"
label: "Average Deal Size"
schedule:
frequency: weekly
recipients:
- marketing-leadership@company.com
skill: crm-integration
action: sync-contacts
parameters:
source: hubspot
destination: salesforce
mapping:
hubspot_property: salesforce_field
email: Email
firstname: FirstName
lastname: LastName
company: Company
phone: Phone
lifecyclestage: Lead_Status__c
hs_lead_status: Status
sync_rules:
direction: bidirectional
conflict_resolution: most_recent
frequency: real-time
batch_size: 100
filters:
- property: lifecyclestage
values: [subscriber, lead, marketingqualifiedlead, salesqualifiedlead]
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