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crm-sync

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Sync contacts and deals with a connected CRM, deduped, approval-gated. "sync deals to Salesforce"

skills/crm-sync/SKILL.md

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Nov 7, 2026
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# /digital-marketing-pro:crm-sync

> **Script location.** If your host does not set `${CLAUDE_PLUGIN_ROOT}`, the scripts are in this plugin's `scripts/` folder, next to `skills/`. Run them with Python 3.10 or newer: `python`, or `python3` where `python` is not found (macOS, many Linux systems).

## 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.

## Execution gate (MANDATORY — cannot be skipped)

1. Present the full preview — recipients / spend / changes / compliance — as an **Execution Summary** before touching any live system.
2. The user must type `yes` (or an equivalent explicit approval). ANY other input — ambiguous, implied, partial, or absent approval — cancels the run.
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