Neon CRM Automation

---
name: neon-crm-automation
description: Gives an agent the ability to watch for new CRM leads, enrich with AI, auto-tag, score, and route them through a sales pipeline.
inputs:
  - crm_webhook: Webhook URL for new lead events
  - enrichment_sources: Data sources for lead enrichment
  - scoring_rules: Criteria for hot/warm/cold classification
outputs:
  - enriched_leads: Leads with AI-enriched data
  - lead_scores: Classification results with confidence
  - routing_log: Which rep each lead was assigned to
tools:
  - hubspot_api: CRM contact management
  - openai: Data enrichment and scoring
  - postgresql: Pipeline state tracking
  - slack: Assignment notifications
safety:
  - Review enrichment data before auto-updating CRM
  - Start with enrichment-only mode for 1 week
  - Set daily API call limits
  - Never overwrite manual CRM entries without logging
---

# Neon CRM Automation Skill

Watch for new CRM leads, enrich with AI, auto-tag, score, and route them through a sales pipeline.

## When to Use

- Your sales team spends too much time on data entry
- You want AI-powered lead scoring and routing
- You need consistent lead enrichment at scale
- You want to reduce response time to new leads

## How It Works

1. **Listen**: Webhook or poll for new contacts in HubSpot/Salesforce
2. **Enrich**: Look up company info via website + AI analysis
3. **Score**: Classify as hot/warm/cold based on fit signals
4. **Tag**: Auto-generate relevant tags from company description
5. **Route**: Assign to appropriate sales rep based on score
6. **Log**: Record all automation actions for audit

## Gradual Rollout

- Week 1: Enrichment only - validate data quality
- Week 2: Add auto-tagging and scoring
- Week 3: Add routing and follow-up triggers

## Example Prompt

"Watch for new leads in HubSpot. For each one, look up the company website, enrich with company size/industry/tech stack, score as hot/warm/cold, apply relevant tags, and route hot leads to senior reps."

## Related

- Recipe: /recipes/crm-automation