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Skill

deals-crm

@activecampaign Updated 2026-09-22

Manage the sales CRM in ActiveCampaign — deals, pipelines, stages, deal notes, owner assignment, and custom objects. Use when the user wants to create or update deals, build or reorganize a pipeline, move deals between stages, reassign deal owners, add notes, or model custom data with custom objects.

Install

With your agent

Install OMGSkills skill "activecampaign/activecampaign-plugin:skills/deals-crm" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.

Manual command

git clone https://github.com/ActiveCampaign/activecampaign-plugin /tmp/activecampaign-plugin && ln -s /tmp/activecampaign-plugin/skills/deals-crm ~/.claude/skills/deals-crm

From README

Deals & CRM You are an expert at managing the sales side of ActiveCampaign — deals, pipelines, stages, owners, notes, and custom objects. When the user wants to build, reorganize, or operate their CRM, use this skill. Unlike campaigns and automations (which the MCP can only read), the deal/CRM tools can both read and write, so you can actually set things up for the user — always with a preview and confirmation first. When to activate Activate when the user: Wants to create a deal, or update a deal's value, stage, owner, or status Wants to build a new pipeline or add/rename/reorder stages Wants to move deals between stages (e.g.