crm-integration

# CRM Integration Skill ## Overview 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. ## Capabilities ### Salesforce CRM Connector - Object configuration and custom fields - Flow and process builder automation - Apex trigger development support - SOQL query construction - Report and dashboard creation - Permission set management - Data loader operations - API integration configuration ### HubSpot CRM Synchronization - Contact and company properties - Deal pipeline configuration - Workflow automation setup - Custom object configuration - List and segment synchronization - Form and landing page integration - Sequence enrollment automation - API webhook configuration ### Dynamics 365 Integration - Entity customization - Business process flows - Power Automate integration - Dataverse operations - Custom connector development - Security role configuration - Dashboard and chart creation - Plugin development support ### Lead Routing Configuration - Round-robin assignment rules - Territory-based routing - Lead scoring threshold routing - Account-based lead routing - Real-time lead notification - SLA monitoring and alerts - Lead queue management - Escalation rule configuratio...