← ClaudeAtlas

crm-synclisted

Use whenever a play needs live account truth — reading and reconciling CRM objects, properties, and associations. Spans every lifecycle stage. Runs on the Growth (Verbiflow) MCP.
bowtiefunnel/bowtie-funnel-Labs · ★ 0 · AI & Automation · score 70
Install: claude install-skill bowtiefunnel/bowtie-funnel-Labs
# CRM Sync It reads and reconciles CRM objects, properties, and associations, so awareness through expansion all run off live truth. ## Requires The Growth (Verbiflow) MCP. If it isn't connected yet: ```bash claude mcp add --transport stdio growth -- npx -y growth-mcp ``` Always call `growth_session_init` first (auth + workspace). ## Steps 1. `growth_session_init` — auth + workspace. 2. `growth_crm_list_properties` / `growth_crm_list_association_types` — learn the CRM's shape. 3. `growth_crm_fetch_objects` — pull contacts, companies, deals. 4. `growth_crm_fetch_associations` — resolve who's linked to what. ## Repurpose (the Bowtie way) Feeds live account context into every other skill; publish reconciled account views where the client needs them. ## Notes - Do not send, sequence, or mutate platform state unless the user explicitly asks.