# crm-manage

> Claude/Codex skill by [@windsor-ai](https://omgskills.com/library/windsor-ai/index.md) · 1 stars · Updated 2026-10-09

Make confirmed changes on HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai - create, update, or delete Salesforce records; create or update GoHighLevel contacts and create GoHighLevel invoices; HubSpot, Pipedrive, Zoho CRM, and ActiveCampaign are read-only today, and the live set is whatever list\_actions returns. Use when the user wants to pause, enable, set, or update something. Always read first, confirm the exact change, then execute. Do not use for reporting only.

Tags: ai-agents, analytics, claude-code, claude-plugin, marketing-data, mcp, windsor-ai

## Install

```sh
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-manage ~/.claude/skills/crm-manage
```

## From README

Manage crm Make confirmed changes on connected crm accounts through Windsor.ai: create, update, or delete Salesforce records; create or update GoHighLevel contacts and create GoHighLevel invoices; HubSpot, Pipedrive, Zoho CRM, and ActiveCampaign are read-only today, and the live set is whatever listactions returns. 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. Non-negotiable contract Interpret pause, enable, stop, resume, set, raise, lower, update, and change as a write request for this skill. Every write follows read, propose, confirm, execute. Never call executeaction without an explicit yes to the specific change. The set of actions is whatever listactions returns for the connector. Do not assume an action exists, and do not improvise a write with a different tool. One change per confirmation.

## Links

- HTML page: https://omgskills.com/library/windsor-ai/claude-windsor-ai-plugin/skills/crm-manage/
- GitHub: https://github.com/windsor-ai/claude-windsor-ai-plugin
- Author: [@windsor-ai](https://omgskills.com/library/windsor-ai/index.md)

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