crm-sync

Solid

Sync data to CRM platforms. Use when: pushing contacts, deals, or campaigns to Salesforce, HubSpot, Zoho, or Pipedrive.

AI & Automation 136 stars 37 forks Updated 3 days ago MIT

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Skill Content

# /digital-marketing-pro:crm-sync ## Purpose Sync marketing data to and from the brand's connected CRM platform. Handles contact creation, deal updates, and campaign linking with automatic field mapping, deduplication, and compliance checks. Supports Salesforce, HubSpot, Zoho, and Pipedrive with bi-directional sync capabilities, ensuring marketing and sales teams operate from a single source of truth without manual data entry or import/export cycles. Designed for both one-time bulk syncs and recurring automated transfers, with full audit trails and rollback capabilities for enterprise-grade data governance. Use this command instead of manual CSV imports when you need deduplication, compliance validation, or audit logging. For lead-specific imports with scoring, use `/digital-marketing-pro:lead-import` instead. ## Input Required The user must provide (or will be prompted for): - **Sync type**: What to sync — contacts, deals, campaigns, or a combination of multiple object types in a single operation - **Data source**: Where the data comes from — CSV file path, JSON array, manual entry, or data from another connected MCP (e.g., Google Sheets, email platform, ad platform) - **Target CRM platform**: Salesforce, HubSpot, Zoho, or Pipedrive — and the specific object type if applicable (e.g., Salesforce Leads vs. Contacts, HubSpot Contacts vs. Companies) - **Sync direction**: One-way push (marketing to CRM), one-way pull (CRM to marketing), or bi-directional merge with conflict...

Details

Author
indranilbanerjee
Repository
indranilbanerjee/digital-marketing-pro
Created
4 months ago
Last Updated
3 days ago
Language
Python
License
MIT

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