Push To Crm

作者 hunter-io44f0f5689d2d無授權條款8 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫今天更新

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.

僅含說明Marketing & Sales
AI 產生的概覽

在確認目標與數量後,將 Hunter 中已儲存的潛在客戶推送至已連結的 CRM,例如 HubSpot、Salesforce 或 Pipedrive。

功能
此技能會把 Hunter 中的潛在客戶移入使用者已連結的 CRM。它會列出已連結的應用程式,判斷要送出哪些潛在客戶(未儲存的結果須先存成潛在客戶,並針對 100 個 ID 的上限改用潛在客戶清單或分批處理),接著在推送前確認目標應用程式與紀錄筆數。推送是非同步的,因此它回報排入佇列的狀態與筆數,而非逐筆結果,並引導使用者到 CRM 中確認。
適用情境
當使用者想把潛在客戶同步到 CRM、將聯絡人匯出到 HubSpot 或 Salesforce、把清單送到已連結的銷售工具,或查看已連結哪些 CRM 時使用。
執行需求
需要 Hunter 帳號且已存在 CRM 連結(此技能無法建立連結),並可使用 Hunter 工具,例如 List-Connected-Apps、Get-Connected-App、Create-Lead-If-Missing、Lead-Exists、List-Leads 與 Push-Leads-To-CRM。僅為指示文件,未附帶指令碼。文中說明推送潛在客戶不消耗額度。

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.

來源與署名

來源:hunter-io/claude-plugin位於skills/push-to-crm提交44f0f56

授權條款: 無授權條款

內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。

檢舉或申請下架