crm-integration SKILL.md skillA

crm-integration from leadmagic/gtm-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add leadmagic/gtm-skills/crm-integration@v1.1.0

Pins v1.1.0 in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
leadmagic/gtm-skills
Path
skills/automation/crm-integration/SKILL.md
Versions recorded
6
Latest version
v1.1.0, committed Oct 1, 2026
First version recorded
Jun 8, 2026
Size
6,633 bytes
Repository stars
76
License
MIT

Configure CRM systems for GTM — lifecycle stages, deal stages, field ownership, enrichment sync, dedupe, required fields, and reporting. Use when setting up HubSpot, Salesforce, Attio, or any CRM integration for sales and marketing teams.

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# CRM Integration

## Overview

Most CRM problems are process problems disguised as software problems. Teams add fields, automations, and sync rules before deciding what the CRM is supposed to be the source of truth for.

This skill designs a CRM integration that supports GTM execution without turning into rep admin theater: clear lifecycle stages, field ownership, enrichment sync, dedupe, and stage-gate rules.

## When to Use

Use this skill when the user asks to "set up our CRM for sales", "configure HubSpot", "configure Salesforce", "set up Attio", "design deal stages", "integrate enrichment with CRM", "clean up CRM data", "define lifecycle stages", or "build CRM reporting".

Use `crm-toolkit` for platform selection, contacts-vs-leads architecture, and
blueprints — then platform setup skills (`hubspot-setup`, `salesforce-setup`,
`attio-setup`) for rollout.

## Authoritative Foundations

### Winning by Design — Bowtie Model
CRM design should cover the full bowtie: acquisition, conversion, retention, expansion, and advocacy. Most teams only model pipeline and ignore post-sale stages.

### HubSpot — Lifecycle Stage Model
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add leadmagic/gtm-skills/crm-integration@sha256:c8c24aed3fb40057

The line at the top of this page pins the label v1.1.0, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_efdcov6oleob3a3w.svg)](https://markdownregistry.com/a/art_efdcov6oleob3a3w)

3 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 6 versions of this file, between Jun 8, 2026 and Oct 1, 2026, about one every 23 days.

versioncommittedcommitsizeaudit
v1.1.0 latest2026-10-01 ca0d2ec 6,633 BA view · diff
v1.1.02026-09-02 a19750a 6,640 BA view · diff
v1.1.02026-06-10 e030e67 6,634 BA view · diff
v1.1.02026-06-10 17b6e1f 6,636 BA view · diff
v1.1.02026-06-10 9f00d65 6,637 BA view · diff
v1.0.02026-06-08 2fb2a99 6,545 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (6633 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

leadmagic/gtm-skills · 76 stars · license MIT · pushed 2026-10-14 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_efdcov6oleob3a3w
GET https://markdownregistry.com/api/v1/resolve?ref=leadmagic/gtm-skills/crm-integration
GET https://markdownregistry.com/api/v1/blob/c8c24aed3fb400571302e3cb668357d12507039849bc9ad5c7cf1bda851a90a9

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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