Individual skill

crm-integration

Deep integration with CRM platforms for customer data and actions

library/specializations/domains/business/customer-experience/skills/crm-integration/SKILL.md

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# CRM Integration Skill

## Overview

The CRM Integration skill provides deep integration capabilities with major Customer Relationship Management platforms including Salesforce, HubSpot, and Microsoft Dynamics. This skill enables automated customer data access, record management, activity logging, and workflow triggering across CRM systems to support customer success and support operations.

## Capabilities

### Customer Record Management
- Query customer records and account history
- Create and update accounts, contacts, and opportunities
- Retrieve customer interaction timelines
- Access relationship hierarchies and org charts
- Manage custom fields and record types
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