cross-crm-opportunity-sync SKILL.md skillA
cross-crm-opportunity-sync from zapier/gtm-cheat-codes is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add zapier/gtm-cheat-codes/cross-crm-opportunity-sync@git:20260604.7bcf117Pins git:20260604.7bcf117 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- zapier/gtm-cheat-codes
- Path
skills/sales-revops/cross-crm-opportunity-sync/SKILL.md- Versions recorded
- 2
- Latest version
- git:20260604.7bcf117, committed Jun 4, 2026
- First version recorded
- May 21, 2026
- Size
- 2,877 bytes
- Repository stars
- 357
- License
- MIT
Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.
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
# Cross-CRM Opportunity Sync Use this skill when a company runs multiple CRMs and needs one deal, account, or customer relationship to stay understandable across systems. ## Workflow 1. Detect a new opportunity or approved stage-change event in a connected CRM. 2. Match the account against a master customer record or matching rules. 3. Determine whether the deal touches another CRM, business unit, product line, or customer relationship. 4. Mirror or link the opportunity in the relevant CRM with approved fields only. 5. Surface cross-CRM context to the rep through an internal note, briefing, or team notification. 6. Write an audit trail for every cross-CRM write. 7. Route low-confidence matches, old conflicts, and revenue-sensitive updates for human review. ## Zapier MCP And SDK Role - Use Zapier MCP to read and write approved CRM fields, call an LLM for matching and enrichment, look up a master customer record, and route rep notifications. - Use Zapier SDK for developer-led implementations that need durable workflow execution, retries, logs, schedules, sandbox-to-production promotion, and audit trails. …
Read the whole file at its exact version.
How to install
mdr add zapier/gtm-cheat-codes/cross-crm-opportunity-sync@sha256:ce456a56a190a299The line at the top of this page pins the label git:20260604.7bcf117, 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.
[](https://markdownregistry.com/a/art_lv3rd7anglsxcocj)
4 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 2 versions of this file, between May 21, 2026 and Jun 4, 2026, about one every 14 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260604.7bcf117 latest | 2026-06-04 | 7bcf117 | 2,877 B | A | view · diff |
| git:20260521.2e8103a | 2026-05-21 | 2e8103a | 2,896 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (2877 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
zapier/gtm-cheat-codes · 357 stars · license MIT · pushed 2026-07-13 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_lv3rd7anglsxcocj GET https://markdownregistry.com/api/v1/resolve?ref=zapier/gtm-cheat-codes/cross-crm-opportunity-sync GET https://markdownregistry.com/api/v1/blob/ce456a56a190a299060185175958e8238e17cb7000c7125fa3a823d230b78d55
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.