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harbor-crm-integration

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Build HarborCRM post-event reconciliation, trade-show prospecting, and import-batch cleaning workflows. Use this skill whenever the task involves HarborCRM, event-to-CRM handoff, sponsor reconciliation, lead qualification from trade shows, import-batch deduplication and suppression, or preparing CRM-ready structured JSON from HarborCRM API data. Trigger on any mention of HarborCRM, event reconciliation, trade-show lead lists, badge-scan handoff, CRM import preparation, or cleaning raw contact imports — even if the user does not use the exact product name.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_001/fewshot/opencode/fewshot_attempt_03/SKILL.md

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Repository last updated
Oct 29, 2026
License
Apache-2.0

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# HarborCRM Integration

## Overview

HarborCRM is a shared CRM marketing workspace with a REST API at a runner-supplied base URL (typically `<TASK_ENV_BASE_URL>`). This skill guides tasks that query HarborCRM, cross-reference data across its API domains, apply business rules from the policies endpoint, and produce a structured JSON output that conforms to a provided answer template.

The skill covers three recurrent job families seen in the API surface:

1. **Post-event reconciliation** — combine event metadata, orders, badges, invoices, CRM accounts/contacts/opportunities/campaign-members, and policy rules into sponsor statuses, qualified-lead lists, exclusion lists, follow-up dates, and CRM action counts.
2. **Trade-show prospecting** — merge trade-show exhibitors, meeting-interest data, CRM accounts/contacts, and qualification policy rules into ranked/qualified lead lists with platform coverage, priority tiers, opportunity sizing, and near-miss exclusion reasons.
3. **Import-batch cleaning** — deduplicate and suppress raw import contacts, normalize contact fields, cross-reference against existing CRM records, classify each row's CRM action, and summarize duplicate/removal/action counts.

All three families share a common skeleton: read the task prompt and answer template, discover the relevant API surface, fetch all needed data, normalize contacts, cross-reference records, apply business rules, and return a single JSON object.
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