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crm-export
Security scan passedPulls open deals from the user's own connected CRM (HubSpot, Salesforce, Pipedrive, Close, Attio, Zoho, Dynamics) throu…
Part of Zime GTM SkillsPack · 71 skills
by zime-ai· SalesUnclaimed · Yours? Claim it
What crm-export does
About
Pulls open deals from the user's own connected CRM (HubSpot, Salesforce, Pipedrive, Close, Attio, Zoho, Dynamics) through a read-only connector, writes a local CSV with the column names the pipeline skills expect, then names the skill to run on it. Use when someone wants to run deal-risk-digest, forecast-review, stuck-deal-digest, a pipeline check or any CSV skill on their live CRM and not on a file, asks to export open deals or a stage, or asks how to connect a CRM to these skills. Optional, because every skill still works on a CSV. It never writes to the CRM and never asks for credentials.
Install crm-export
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