Individual skill

gmail-to-crm-pipeline

Uses MCP Connectors to read Gmail inbound leads, score them by ICP fit, draft personalized responses, and log qualified leads to your CRM. Turns your inbox into an automated pipeline.

gmail-to-crm-pipeline/SKILL.md

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Repository stars (not skill ratings): 425
Repository last updated: Oct 20, 2026
License: MIT

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SKILL.mdcore · 3,295 bytes
references/configuration.mddoc · 3,412 bytes
references/crm-schema.mddoc · 7,053 bytes
references/gmail-retrieval.mddoc · 3,269 bytes
references/lead-extraction.mddoc · 3,042 bytes
references/pipeline-report.mddoc · 3,809 bytes
references/response-templates.mddoc · 4,314 bytes
references/scoring-model.mddoc · 4,849 bytes

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# Gmail-to-CRM Pipeline

Turn a Gmail inbox into a structured sales pipeline using Claude's MCP Connectors -- the Gmail connector reads and drafts email, and the Supabase connector persists CRM data. No external scripts or API keys required.

## Workflow

1. **Connect.** Verify the Gmail and Supabase MCP Connectors are available. On first run, create the CRM tables and seed config. Load ICP config from the `pipeline_config` table. See `references/configuration.md` (first run, error handling) and `references/crm-schema.md`.
2. **Search.** Run the targeted Gmail search queries to find unread lead emails over the time window (default: last 24 hours). Collect unique message IDs and deduplicate. See `references/gmail-retrieval.md`.
3. **Parse.** Read each unique message, strip signatures and disclaimers, and extract the structured field set. See `references/gmail-retrieval.md`.
4. **Extract.** Build the lead profile (contact, company, inquiry, metadata) for each email. Set missing fields to `null` rather than guessing. See `references/lead-extraction.md`.
5. **Score.** Score each lead on ICP fit (0-40), intent (0-35), and urgency (0-25), then apply adjustment modifiers. Map the total to a qualification tier and priority. See `references/scoring-model.md`.
6. **Draft.** For each qualified lead (score >= 25), draft a personalized, tier-appropriate response and save it as a Gmail draft. Never auto-send. See `references/response-templates.md`.
7. **Log.** Check for duplicates, then insert or update the lead in Supabase, log activity, and set the next action by priority. See `references/crm-schema.md`.
8. **Report.** Query the pipeline snapshot and generate `lead-pipeline-report.md` in the working directory, then display the executive summary. See `references/pipeline-report.md`.