crm-integration

与 CRM 平台集成，构建销售自动化工作流：

1. Close CRM - SMB 销售的日常主力工具（API 最简单，性价比最高）
2. HubSpot - 借助丰富的生态系统，实现营销与销售协同
3. Salesforce - 满足企业需求并处理复杂工作流
4. 跨 CRM 同步 - 支持冲突解决的双向同步

主要交付内容：

• 配置 API 客户端并设置适当的身份验证
• 对潜在客户、联系人、交易和活动执行 CRUD 操作
• 用于实时同步的 Webhook 处理器
• 管道自动化与报告

工作区上下文

提问前请先阅读引导上下文：strategy/brand.md，了解品牌、受众、产品、渠道、工具、限制和指标；about/me.md，了解个人表达风格；content/ideas.md 和 content/calendar.md，了解内容规划。仅在必要时，将旧版产品营销上下文文件作为备用。将生成的草稿保存到 content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md，并将长期有效的经验反馈到 strategy/brand.md、about/me.md 或 content/ideas.md。

操作约定

本技能适用于其 frontmatter 范围，内容自成一体：使用本地说明、参考资料、脚本和资源作为操作手册；仅询问缺失的任务特定输入；将超出范围的工作移交给相邻技能，不擅自扩大范围；并返回可执行的成果、决策、计划、草稿或诊断。

<quick_start> Close CRM（API Key 身份验证）：

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> CRM 集成在满足以下条件时视为成功：

• API 身份验证成功，且没有错误
• 所有实体类型的 CRUD 操作均能完成
• 遵守速率限制（Close：100 req/10s；HubSpot：因套餐层级而异）
• Webhook 能正确触发和处理
• 数据实现双向同步且不产生重复项 </success_criteria>

<crm_comparison>

平台比较

功能	Close	HubSpot	Salesforce
身份验证	API Key	OAuth 2.0 / Private App	JWT Bearer
速率限制	100 req/10s	按套餐层级为 100-200 req/10s	100k req/day
适用场景	SMB 销售，追求简便	营销与销售	企业
起始价格	$49/user/mo	免费（功能有限）	$25/user/mo
API 访问	所有套餐	Starter+（$45+）	所有套餐
Webhooks	所有套餐	Pro+（$800+）	所有套餐

实体映射

概念	Close	HubSpot	Salesforce
公司	lead	company	Account
人员	contact	contact	Contact / Lead
交易	opportunity	deal	Opportunity
活动	activity	engagement	Task / Event
自定义字段	custom.cf_xxx	properties	Field__c

管道阶段映射

阶段	Close	HubSpot	Salesforce
新建	Lead	appointmentscheduled	Prospecting
已筛选	Contacted	qualifiedtobuy	Qualification
演示	Opportunity	presentationscheduled	Needs Analysis
提案	Proposal	decisionmakerboughtin	Proposal/Price Quote
赢单	Won	closedwon	Closed Won
丢单	Lost	closedlost	Closed Lost
</crm_comparison>

<close_patterns>

Close CRM（日常主力工具）

查询语言（用于 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'

核心操作

# 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"
})

速率限制标头（符合 RFC 标准）

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

查询语言、Smart Views、序列和报告请参阅 reference/close-deep-dive.md。 </close_patterns>

<hubspot_patterns>

HubSpot 集成

Python SDK 模式

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)

关联类型

起点	终点	类型 ID
联系人	公司	1
联系人	交易	4
公司	交易	6
交易	联系人	3

批量操作、自定义属性和工作流请参阅 reference/hubspot-patterns.md。 </hubspot_patterns>

<salesforce_patterns>

Salesforce 集成

SOQL 查询模式

-- 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)

</salesforce_patterns>

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}
    )

JWT 设置、Platform Events 和 bulk API 请参阅 reference/salesforce-patterns.md。 </salesforce_patterns>

<webhook_patterns>

Webhook 处理程序

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 事件

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>

跨 CRM 同步

架构

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

同步记录架构

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);

冲突解决

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

去重、迁移脚本和批量同步请参阅 reference/sync-patterns.md。 </sync_architecture>

<file_locations>

参考文件

特定 CRM：

• reference/close-deep-dive.md - 查询语言、Smart Views、序列、报告
• reference/hubspot-patterns.md - SDK 模式、批量操作、工作流
• reference/salesforce-patterns.md - JWT 身份验证、SOQL、Platform Events、bulk API

运维：

• reference/sync-patterns.md - 跨 CRM 同步、去重、迁移
• reference/automation.md - Webhook 设置、序列、工作流

模板：

• templates/close-client.py - 完整的 Close API 客户端
• templates/hubspot-client.py - HubSpot SDK 封装
• templates/sync-service.py - 跨 CRM 同步服务 </file_locations>

## 请求路由

用户需要 CRM 集成： → 询问使用哪种 CRM（推荐 Close，因其简单易用） → 提供身份验证设置和基本 CRUD

用户需要 Close CRM： → 提供 API 密钥设置和查询语言 → 参考：reference/close-deep-dive.md

用户需要 HubSpot： → 提供 SDK 设置和搜索模式 → 参考：reference/hubspot-patterns.md

用户需要 Salesforce： → 提供 JWT 身份验证和 SOQL 模式 → 参考：reference/salesforce-patterns.md

用户需要在 CRM 之间同步： → 提供同步架构和冲突解决方案 → 参考：reference/sync-patterns.md

用户需要 Webhook： → 提供指定 CRM 的处理程序模式 → 包含签名验证

<env_setup>

环境变量

# 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>

示例会话

用户：“我需要将经过增强的销售线索从我的 sales-agent 推送到 Close CRM”

Claude：

1. 以下是将增强后的数据推送到 Close 的模式：

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. 确保在 Close 中设置了以下自定义字段：

   • cf_tier（选项：Gold、Silver、Bronze）
   • cf_source（选项：sales-agent、inbound、referral）

3. 速率限制：每 10 秒 100 个请求。批量导入时，请在请求之间添加 asyncio.sleep(0.1)。 </example_session>