Push To Crm

作者 hunter-io44f0f5689d2d无许可证8 个星标收录于 2026年10月8日更新于 2026年10月8日仓库今天更新

Pushes Hunter leads to a connected CRM (e.g. HubSpot, Salesforce, Pipedrive). Use when the user wants to sync leads to their CRM, export contacts to HubSpot/Salesforce, or send a list to their connected sales tool.

仅含说明Marketing & Sales
AI 生成的概览

在确认目标与数量后,将 Hunter 中已保存的线索推送到已连接的 CRM,如 HubSpot、Salesforce 或 Pipedrive。

功能
该技能把 Hunter 中的线索移入用户已连接的 CRM。它会列出已连接的应用,确定要发送哪些线索(未保存的结果需先保存为线索,并针对 100 个 ID 的上限改用线索列表或分批处理),然后在推送前确认目标应用与记录数量。推送是异步的,因此它报告排队状态和线索数量,而不是逐条结果,并引导用户到 CRM 中核实。
适用场景
当用户想把线索同步到 CRM、将联系人导出到 HubSpot 或 Salesforce、把列表发送到已连接的销售工具,或查看已连接哪些 CRM 时使用。
运行要求
需要拥有 Hunter 账户且已存在 CRM 连接(该技能无法创建连接),并可使用 Hunter 工具,如 List-Connected-Apps、Get-Connected-App、Create-Lead-If-Missing、Lead-Exists、List-Leads 和 Push-Leads-To-CRM。仅为说明文档,不附带脚本。文中说明推送线索不消耗额度。

Push to CRM

Send leads from Hunter to a connected CRM.

Examples

  • /hunter:push-to-crm Push my Q2 leads to HubSpot
  • "Send these contacts to Salesforce"
  • "Sync the fintech list to my CRM"
  • "Which CRMs do I have connected?"

Workflow

Step 1: Identify the target CRM

  • List-Connected-Apps to show the user's connected integrations; Get-Connected-App for details on one.
  • If nothing is connected, tell the user to connect a CRM in Hunter first (Settings → Integrations) — this skill can't create the connection.

Step 2: Identify the leads

Determine which leads to push. Push-Leads-To-CRM accepts only saved lead_ids or a leads_list_id — so if the "current selection" is unsaved Domain Search / finder results, first save them as leads (with the user's OK, via Create-Lead-If-Missing) and push those IDs. You can't push unsaved rows. lead_ids is capped at 100: for larger selections, save them to a leads list and push the leads_list_id instead (or batch the IDs in groups of 100 after confirming the total). Note: Create-Lead-If-Missing leaves an already-existing lead out of the new list, so pushing that new leads_list_id would skip those contacts — collect the full set of lead_ids (existing + new, via Lead-Exists / List-Leads) and push those IDs. Don't reach for Create-Or-Update-Lead just to force list membership — it overwrites the existing lead's fields; use it only if the user explicitly wants to update them.

Step 3: Confirm, then push

State the target app and how many records will be sent, and wait for explicit confirmation, because this writes data into an external system:

"This will push 40 leads to HubSpot. Confirm?"

Only after a "yes", call Push-Leads-To-CRM with the leads and the target app.

Step 4: Report the queued push

Push-Leads-To-CRM is asynchronous — it returns a queued status and the lead count, not per-record results. Report that; do not invent created/updated/skipped numbers.

# Push queued → HubSpot
**Leads queued:** 40 | **Status:** queued
The sync runs in the background — check HubSpot in a few moments to confirm the records.
## Next Actions1. Push another list2. Review the leads in HubSpot shortly

Guardrails

Push-Leads-To-CRM commits data to an external system — always confirm the target app and the record count before executing. Never push silently or by default. The call only queues the sync (it returns queued + count, not per-record results), so report it as queued and point the user to the CRM to verify the outcome.

Credit Cost

Free — pushing leads to a connected CRM does not consume credits.

Important Notes

  • The CRM connection must already exist in Hunter — this skill uses it, it doesn't create it.
  • Confirm the destination every time; pushing to the wrong CRM is hard to undo.

来源与署名

来源:hunter-io/claude-plugin位于skills/push-to-crm提交44f0f56

许可证: 无许可证

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