crm-integration

<objective> Integrate with CRM platforms for sales automation workflows:

1. Close CRM - Daily driver for SMB sales (simplest API, best value)
2. HubSpot - Marketing + Sales alignment with rich ecosystem
3. Salesforce - Enterprise requirements and complex workflows
4. Cross-CRM Sync - Bidirectional sync with conflict resolution

Key deliverables:

• API client setup with proper authentication
• CRUD operations for leads, contacts, deals, activities
• Webhook handlers for real-time sync
• Pipeline automation and reporting </objective>

Workspace Context

Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.

Operating Contract

This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.

<quick_start> Close CRM (API Key Auth):

import httpx

class CloseClient:
    BASE_URL = "https://api.close.com/api/v1"

    def __init__(self, api_key: str):
        self.client = httpx.Client(
            base_url=self.BASE_URL,
            auth=(api_key, ""),  # Basic auth, password empty
            timeout=30.0,
        )

    def create_lead(self, data: dict) -> dict:
        response = self.client.post("/lead/", json=data)
        response.raise_for_status()
        return response.json()

    def search_leads(self, query: str) -> list:
        response = self.client.post("/data/search/", json={
            "query": {"type": "query_string", "value": query},
            "results_limit": 100
        })
        return response.json()["data"]

# Usage
close = CloseClient(os.environ["CLOSE_API_KEY"])
leads = close.search_leads("company:Coperniq")

HubSpot (Python SDK):

from hubspot import HubSpot
from hubspot.crm.contacts import SimplePublicObjectInputForCreate

client = HubSpot(access_token=os.environ["HUBSPOT_ACCESS_TOKEN"])

# Create contact
contact = client.crm.contacts.basic_api.create(
    SimplePublicObjectInputForCreate(properties={
        "email": "[email protected]",
        "firstname": "Jane",
        "lastname": "Smith"
    })
)
print(f"Created: {contact.id}")

Salesforce (JWT Bearer):

import jwt
from datetime import datetime, timedelta

class SalesforceClient:
    def __init__(self, client_id: str, username: str, private_key: str):
        self.auth_url = "https://login.salesforce.com"
        self._authenticate(client_id, username, private_key)

    def _authenticate(self, client_id, username, private_key):
        payload = {
            "iss": client_id,
            "sub": username,
            "aud": self.auth_url,
            "exp": int((datetime.utcnow() + timedelta(minutes=3)).timestamp())
        }
        assertion = jwt.encode(payload, private_key, algorithm="RS256")

        response = httpx.post(f"{self.auth_url}/services/oauth2/token", data={
            "grant_type": "urn:ietf:params:oauth:grant-type:jwt-bearer",
            "assertion": assertion
        })
        self.access_token = response.json()["access_token"]
        self.instance_url = response.json()["instance_url"]

</quick_start>

<success_criteria> A CRM integration is successful when:

• API authentication works without errors
• CRUD operations complete for all entity types
• Rate limits are respected (Close: 100 req/10s, HubSpot: varies by tier)
• Webhooks fire and process correctly
• Data syncs bidirectionally without duplicates </success_criteria>

<crm_comparison>

Platform Comparison

Feature	Close	HubSpot	Salesforce
Auth	API Key	OAuth 2.0 / Private App	JWT Bearer
Rate Limit	100 req/10s	100-200 req/10s by tier	100k req/day
Best For	SMB sales, simplicity	Marketing + Sales	Enterprise
Starting Price	$49/user/mo	Free (limited)	$25/user/mo
API Access	All plans	Starter+ ($45+)	All plans
Webhooks	All plans	Pro+ ($800+)	All plans

Entity Mapping

Concept	Close	HubSpot	Salesforce
Company	lead	company	Account
Person	contact	contact	Contact / Lead
Deal	opportunity	deal	Opportunity
Activity	activity	engagement	Task / Event
Custom Field	custom.cf_xxx	properties	Field__c

Pipeline Stage Mapping

Stage	Close	HubSpot	Salesforce
New	Lead	appointmentscheduled	Prospecting
Qualified	Contacted	qualifiedtobuy	Qualification
Demo	Opportunity	presentationscheduled	Needs Analysis
Proposal	Proposal	decisionmakerboughtin	Proposal/Price Quote
Won	Won	closedwon	Closed Won
Lost	Lost	closedlost	Closed Lost
</crm_comparison>

<close_patterns>

Close CRM (Daily Driver)

Query Language (for Smart Views)

# Leads with no activity in 30 days
'sort:date_updated asc date_updated < "30 days ago"'

# High-value opportunities
'opportunities.value >= 50000 opportunities.status_type:active'

# Custom field filtering
'custom.cf_industry = "MEP Contractor"'

# Multiple trade types (your ICP)
'custom.cf_trades:HVAC OR custom.cf_trades:Electrical'

Core Operations

# Create lead with contacts
lead = close.create_lead({
    "name": "ABC Mechanical",
    "url": "https://abcmech.com",
    "contacts": [{
        "name": "John Smith",
        "title": "Owner",
        "emails": [{"email": "[email protected]", "type": "office"}],
        "phones": [{"phone": "555-1234", "type": "office"}]
    }],
    "custom.cf_tier": "Gold",
    "custom.cf_source": "sales-agent"
})

# Create opportunity
opp = close._request("POST", "/opportunity/", json={
    "lead_id": lead["id"],
    "value": 50000,
    "confidence": 50,
    "status_id": "stat_xxx"  # Pipeline stage
})

# Log activity
close._request("POST", "/activity/note/", json={
    "lead_id": lead["id"],
    "note": "Initial discovery call - interested in demo"
})

Rate Limit Headers (RFC-compliant)

X-RateLimit-Limit: 100
X-RateLimit-Remaining: 95
X-RateLimit-Reset: 1704067200

See reference/close-deep-dive.md for query language, Smart Views, sequences, and reporting. </close_patterns>

<hubspot_patterns>

HubSpot Integration

Python SDK Pattern

from hubspot import HubSpot
from hubspot.crm.deals import SimplePublicObjectInputForCreate
from hubspot.crm.contacts import PublicObjectSearchRequest

client = HubSpot(access_token=os.environ["HUBSPOT_ACCESS_TOKEN"])

# Create deal with association
deal = client.crm.deals.basic_api.create(
    SimplePublicObjectInputForCreate(properties={
        "dealname": "Enterprise Deal",
        "amount": "50000",
        "dealstage": "appointmentscheduled",
        "pipeline": "default"
    })
)

# Search contacts by email domain
search = PublicObjectSearchRequest(
    filter_groups=[{
        "filters": [{
            "propertyName": "email",
            "operator": "CONTAINS",
            "value": "@example.com"
        }]
    }],
    properties=["email", "firstname", "lastname"],
    limit=50
)
results = client.crm.contacts.search_api.do_search(search)

Association Types

From	To	Type ID
Contact	Company	1
Contact	Deal	4
Company	Deal	6
Deal	Contact	3

See reference/hubspot-patterns.md for batch operations, custom properties, and workflows. </hubspot_patterns>

<salesforce_patterns>

Salesforce Integration

SOQL Query Patterns

-- Parent-child relationship (Contacts of Account)
SELECT Id, Name, (SELECT LastName, Email FROM Contacts)
FROM Account WHERE Industry = 'Technology'

-- Child-parent relationship
SELECT Id, FirstName, Account.Name, Account.Industry
FROM Contact WHERE Account.Industry = 'Technology'

-- Semi-join (Accounts with open Opportunities)
SELECT Id, Name FROM Account
WHERE Id IN (SELECT AccountId FROM Opportunity WHERE IsClosed = false)

REST API v59.0

def create_opportunity(self, data: dict) -> dict:
    """Required: Name, StageName, CloseDate."""
    response = self.client.post(
        f"{self.instance_url}/services/data/v59.0/sobjects/Opportunity/",
        headers={"Authorization": f"Bearer {self.access_token}"},
        json=data
    )
    return response.json()

# Composite API (batch up to 200 records)
def composite_create(self, records: list) -> dict:
    return self.client.post(
        f"{self.instance_url}/services/data/v59.0/composite/sobjects",
        json={"allOrNone": False, "records": records}
    )

See reference/salesforce-patterns.md for JWT setup, Platform Events, and bulk API. </salesforce_patterns>

<webhook_patterns>

Webhook Handlers

Close Webhook (FastAPI)

from fastapi import FastAPI, Request, HTTPException
import hmac, hashlib

app = FastAPI()

@app.post("/webhooks/close")
async def close_webhook(request: Request):
    body = await request.body()
    signature = request.headers.get("Close-Sig")

    expected = hmac.new(
        CLOSE_WEBHOOK_SECRET.encode(), body, hashlib.sha256
    ).hexdigest()

    if not hmac.compare_digest(signature, expected):
        raise HTTPException(401, "Invalid signature")

    data = await request.json()
    event_type = data["event"]["event_type"]

    handlers = {
        "lead.created": handle_lead_created,
        "opportunity.status_changed": handle_opp_stage_change,
    }

    if handler := handlers.get(event_type):
        await handler(data["event"]["data"])

    return {"status": "ok"}

Close Webhook Events

lead.created, lead.updated, lead.deleted, lead.status_changed
contact.created, contact.updated
opportunity.created, opportunity.status_changed
activity.note.created, activity.call.created, activity.email.created
unsubscribed_email.created

</webhook_patterns>

<sync_architecture>

Cross-CRM Sync

Architecture

┌─────────────┐     ┌──────────────┐     ┌─────────────┐
│   Close     │────▶│  Sync Layer  │◀────│  HubSpot    │
│  (Primary)  │◀────│  (Postgres)  │────▶│  (Marketing)│
└─────────────┘     └──────────────┘     └─────────────┘

Sync Record Schema

CREATE TABLE crm_sync_records (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    entity_type VARCHAR(50) NOT NULL,
    close_id VARCHAR(100) UNIQUE,
    hubspot_id VARCHAR(100) UNIQUE,
    salesforce_id VARCHAR(100) UNIQUE,
    email VARCHAR(255),
    company_name VARCHAR(255),
    last_synced_at TIMESTAMPTZ,
    sync_source VARCHAR(50),
    sync_hash VARCHAR(64)
);

CREATE INDEX idx_sync_email ON crm_sync_records(email);

Conflict Resolution

from enum import Enum

class ConflictStrategy(Enum):
    CLOSE_WINS = "close"      # Close is source of truth
    LAST_WRITE_WINS = "lww"   # Most recent update wins

def resolve_conflict(close_record, hubspot_record, strategy):
    if strategy == ConflictStrategy.CLOSE_WINS:
        merged = close_record.copy()
        for key, value in hubspot_record.items():
            if key not in merged or not merged[key]:
                merged[key] = value
        return merged

See reference/sync-patterns.md for deduplication, migration scripts, and bulk sync. </sync_architecture>

<file_locations>

Reference Files

CRM-Specific:

• reference/close-deep-dive.md - Query language, Smart Views, sequences, reporting
• reference/hubspot-patterns.md - SDK patterns, batch operations, workflows
• reference/salesforce-patterns.md - JWT auth, SOQL, Platform Events, bulk API

Operations:

• reference/sync-patterns.md - Cross-CRM sync, deduplication, migration
• reference/automation.md - Webhook setup, sequences, workflows

Templates:

• templates/close-client.py - Full Close API client
• templates/hubspot-client.py - HubSpot SDK wrapper
• templates/sync-service.py - Cross-CRM sync service </file_locations>

<routing> ## Request Routing

User wants CRM integration: → Ask which CRM (Close recommended for simplicity) → Provide auth setup + basic CRUD

User wants Close CRM: → Provide API key setup, query language → Reference: reference/close-deep-dive.md

User wants HubSpot: → Provide SDK setup, search patterns → Reference: reference/hubspot-patterns.md

User wants Salesforce: → Provide JWT auth, SOQL patterns → Reference: reference/salesforce-patterns.md

User wants sync between CRMs: → Provide sync architecture, conflict resolution → Reference: reference/sync-patterns.md

User wants webhooks: → Provide handler pattern for specified CRM → Include signature verification </routing>

<env_setup>

Environment Variables

# Close CRM
export CLOSE_API_KEY="api_xxx"
export CLOSE_WEBHOOK_SECRET="whsec_xxx"

# HubSpot
export HUBSPOT_ACCESS_TOKEN="pat-xxx"

# Salesforce
export SF_CLIENT_ID="xxx"
export SF_USERNAME="[email protected]"
export SF_PRIVATE_KEY_PATH="./salesforce.key"
export SF_INSTANCE_URL="https://yourorg.my.salesforce.com"

# Dependencies: httpx pyjwt hubspot-api-client python-dotenv

</env_setup>

<example_session>

Example Session

User: "I need to push enriched leads from my sales-agent to Close CRM"

Claude:

1. Here's the pattern for pushing enriched data to Close:

async def push_to_close(close_client, enriched_data: dict) -> str:
    lead_data = {
        "name": enriched_data["company_name"],
        "url": enriched_data.get("website"),
        "custom.cf_tier": enriched_data["tier"],
        "custom.cf_source": "sales-agent",
        "contacts": [{
            "name": c["name"],
            "title": c.get("title"),
            "emails": [{"email": c["email"]}] if c.get("email") else []
        } for c in enriched_data.get("contacts", [])]
    }

    result = close_client.create_lead(lead_data)
    return result["id"]

2. Make sure you have these custom fields in Close:

   • cf_tier (choices: Gold, Silver, Bronze)
   • cf_source (choices: sales-agent, inbound, referral)

3. Rate limit: 100 requests per 10 seconds. Add asyncio.sleep(0.1) between requests for bulk imports. </example_session>