crm-insights
Report, rank, compare, and trend crm performance across HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai. Use when the user asks about contacts, companies, deals and opportunities, pipeline stage, deal value, win rate, owners, activities, and campaign or email performance. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.
Install
With your agent
Install OMGSkills skill "windsor-ai/claude-windsor-ai-plugin:skills/crm-insights" 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/windsor-ai/claude-windsor-ai-plugin /tmp/claude-windsor-ai-plugin && ln -s /tmp/claude-windsor-ai-plugin/skills/crm-insights ~/.claude/skills/crm-insightsFrom README
CRM insights Read live crm data from HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai and turn it into a clear report, ranking, comparison, or trend. The main connector ids for this area are hubspot, salesforce, pipedrive, gohighlevel, zoho, activecampaign. Other sources in the same category work the same way; find their ids with getconnectors. Stay in scope Use this skill for metrics, rankings, comparisons, trends, and breakdowns of contacts, companies, deals and opportunities, pipeline stage, deal value, win rate, owners, activities, and campaign or email performance across pipeline, deal or opportunity, contact, company, and campaign. If the user asks to pause, enable, change a budget or bid, or update a record, use /crm-manage instead. If the user asks to connect, reconnect, or add an account, use /windsor-connect instead. If the user asks for a recurring, scheduled, or automated export, use /windsor-export instead.
More from this repo
business-data
Pull and combine business data from any of the 350+ sources connected to Windsor.ai inside a coding workflow, for...
crm-manage
Make confirmed changes on HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai...
ecommerce-insights
Report, rank, compare, and trend e-commerce performance across Shopify, Amazon Seller Central, WooCommerce,...