New: 98,000+ skills indexed from GitHub repos with 100+ stars · every skill safety-checkedBrowse top skillsTop skills
Esc to closeBrowse all skills
Submit a skillBrowse skills
Submit a skillBrowse skills

Official agent skill

Cross CRM Opportunity Sync

by zapier in zapier/gtm-cheat-codes

Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.

OfficialMITAuto-check passedSales & Support

Install Cross CRM Opportunity Sync

skills CLI
$ npx skills add zapier/gtm-cheat-codes --skill cross-crm-opportunity-sync -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install zapier/gtm-cheat-codes cross-crm-opportunity-sync --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/zapier/gtm-cheat-codes.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sales-revops/cross-crm-opportunity-sync .claude/skills/cross-crm-opportunity-sync && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
cross-crm-opportunity-sync
GitHub stars
342
Token cost
~720 tokens
SKILL.md length
375 words
Files
6
Skills in repo
21
Repo updated
First seen
Licence
MIT

At a glance

Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.

  • Works in 7 steps: Detect a new opportunity or approved… → Match the account against a master… → Determine whether the deal touches… → …
  • Tasks that involve Workflow automation
  • SKILL.md covers Workflow, Zapier MCP And SDK Role, Master Customer Record Patterns and Known Gotchas, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Cross CRM Opportunity Sync is an agent skill from zapier/gtm-cheat-codes, published by the product's own GitHub organization. Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.

Its SKILL.md is about 720 tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files (for example `ONBOARDING-PROMPT.md`, `README.md` and `SCHEMA-MAP.md`).

It sits in Sales & Support, covering Workflow automation. It works with Zapier. The repository describes itself as: A field guide for go to market teams using coding agents. Installable skills for campaign planning, CRM context, customer proof, and reviewable agent workflows. The licence is MIT.

When your agent uses it

  • Tasks that involve Workflow automation

Example prompts

  • “/cross-crm-opportunity-sync”

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Detect a new opportunity or approved stage-change event in a connected CRM.
  2. Match the account against a master customer record or matching rules.
  3. Determine whether the deal touches another CRM, business unit, product line, or customer relationship.
  4. Mirror or link the opportunity in the relevant CRM with approved fields only.
  5. Surface cross-CRM context to the rep through an internal note, briefing, or team notification.
  6. Write an audit trail for every cross-CRM write.
  7. Route low-confidence matches, old conflicts, and revenue-sensitive updates for human review.

What it can do on your machine

Read from SKILL.md and the folder at commit 022a288. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • zapier.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Cross CRM Opportunity Sync loads about 720 tokens when it runs. Until then it costs about 41 tokens; SKILL.md has 375 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~41
When it runs · the whole SKILL.md, loaded when a task matches
~720

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from zapier/gtm-cheat-codes at commit 022a288, republished under its MIT licence (© zapier). 375 words, ~720 tokens.

Download SKILL.mdSave it as .claude/skills/cross-crm-opportunity-sync/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.
name
cross-crm-opportunity-sync
description
Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.

Cross-CRM Opportunity Sync

Use this skill when a company runs multiple CRMs and needs one deal, account, or customer relationship to stay understandable across systems.

Workflow

  1. Detect a new opportunity or approved stage-change event in a connected CRM.
  2. Match the account against a master customer record or matching rules.
  3. Determine whether the deal touches another CRM, business unit, product line, or customer relationship.
  4. Mirror or link the opportunity in the relevant CRM with approved fields only.
  5. Surface cross-CRM context to the rep through an internal note, briefing, or team notification.
  6. Write an audit trail for every cross-CRM write.
  7. Route low-confidence matches, old conflicts, and revenue-sensitive updates for human review.

Zapier MCP And SDK Role

  • Use Zapier MCP to read and write approved CRM fields, call an LLM for matching and enrichment, look up a master customer record, and route rep notifications.
  • Use Zapier SDK for developer-led implementations that need durable workflow execution, retries, logs, schedules, sandbox-to-production promotion, and audit trails.
  • Keep production writes, fuzzy matches, revenue-touching workflows, and customer-data workflows approval-gated.

Master Customer Record Patterns

  • Canonical CRM: one CRM is the source of truth and other CRMs sync from it.
  • Warehouse-driven: a warehouse creates a shared customer ID that all CRMs reference.
  • Match-on-the-fly: the agent uses email domain and company-name matching with confidence scoring and human review.
Show full SKILL.md (151 more words)Show less

Known Gotchas

  • Sync loops require a synced_from marker.
  • Historic duplicates require a separate one-time cleanup pass before go-live.
  • Bulk migration can hit CRM rate limits.
  • Field types differ across CRMs and need translation maps.
  • Stage names drift across CRMs and need a canonical taxonomy.
  • Currency and FX rules must be explicit before syncing pipeline or revenue values.

Guardrails

  • Do not sync raw text notes between CRMs without explicit approval.
  • Do not sync intermediate stage changes by default.
  • Do not sync owner changes by default.
  • Do not auto-promote low-confidence matches.
  • Do not touch production without sandbox review and designated approval.
  • Always write an audit row for cross-CRM writes.

Inspired By

This skill is generalized from When operators get the keys to the integration stack, a customer story with Voltt founder William Ascough. The reference implementation runs across multiple CRMs at a global multi-product business with operator-built workflows governed through a sandbox-to-production model.

© zapier, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 5 other files in skills/sales-revops/cross-crm-opportunity-sync of zapier/gtm-cheat-codes.

  • SKILL.md
  • ONBOARDING-PROMPT.md
  • README.md
  • SCHEMA-MAP.md
  • SETUP.md
  • metadata.yaml

Open the folder on GitHubat commit 022a288

Compare with similar skills

Cross CRM Opportunity Sync next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Cross CRM Opportunity Sync compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Cross CRM Opportunity Sync this skillzapier/gtm-cheat-codes342—~720Automated safety check: PassMIT
GTM Engineeringtech-leads-club/agent-skills7k—~4.8kAutomated safety check: PassCustom licence
Granola Deploy Integrationjeremylongshore/tons-of-skills-marketplace2.8k—~1.8kAutomated safety check: PassMIT
Zapier SDKzapier/sdk264—~2.9kAutomated safety check: PassMIT
Zapier Demozapier/zapier-mcp430—~2.7kAutomated safety check: PassMIT
Zapier Statuszapier/zapier-mcp430—~1.8kAutomated safety check: PassMIT

Similar skills

  • GTM Engineering

    tech-leads-club/agent-skills

    Designs go-to-market automation and AI agent workflows for revenue teams, built on the idea that architecture and context matter more than any single tool.

    7k GitHub stars~4.8k tokensUpdated yesterday
    Productivity & AutomationAuto-check passed

  • Granola Deploy Integration

    jeremylongshore/tons-of-skills-marketplace

    Deploy Granola native integrations — Slack, Notion, HubSpot, Attio, Affinity, and Zapier.

    2.8k GitHub stars~1.8k tokensUpdated yesterday
    Sales & SupportAuto-check passed

  • Zapier SDK

    zapier/sdk

    Official

    Zapier SDK for TypeScript. An agent skill from zapier/sdk.

    264 GitHub stars~2.9k tokensUpdated 2 mo ago
    Productivity & AutomationAuto-check passed

  • Zapier Demo

    zapier/zapier-mcp

    Official

    Walk a new user through setting up their first Zapier action and running it live — the smallest possible win.

    430 GitHub stars~2.7k tokensUpdated 2 mo ago
    Productivity & AutomationAuto-check passed

  • Zapier Status

    zapier/zapier-mcp

    Official

    Check the health of your Zapier MCP setup. An agent skill from zapier/zapier-mcp.

    430 GitHub stars~1.8k tokensUpdated 2 mo ago
    Productivity & AutomationAuto-check passed

  • Zapier Explore

    zapier/zapier-mcp

    Official

    Explore what Zapier MCP can do for the user — interview them about their role and the apps they live in, suggest specific use cases as on-demand prompts, then walk them through enabling the actions…

    430 GitHub stars~4k tokensUpdated 2 mo ago
    Productivity & AutomationAuto-check passed

More from zapier/gtm-cheat-codes

All 21 skills in this repo

  • Customer Deck Builder

    zapier/gtm-cheat-codes

    Official

    Builds a tailored sales or customer success deck from approved CRM context and generates it in Gamma through Zapier MCP for calls like QBRs or renewals.

    342 GitHub stars~1.1k tokensUpdated 2 mo ago
    Auto-check passed

  • Customer Story Writer

    zapier/gtm-cheat-codes

    Official

    Drafts customer stories or metric-led story pages from approved transcripts, notes and quotes, keeping verified claims apart from ones that still need approval.

    342 GitHub stars~438 tokensUpdated 2 mo ago
    Auto-check passed

  • Customer Social Proof Finder

    zapier/gtm-cheat-codes

    Official

    Finds approved case studies, quotes, stats, logos and peer examples for campaigns, decks, emails and sales conversations, and flags anything that still needs approval.

    342 GitHub stars~468 tokensUpdated 2 mo ago
    Auto-check passed

  • Install Zapier

    zapier/gtm-cheat-codes

    Official

    Works out whether you need Zapier MCP, the SDK or the CLI, then walks through installing and verifying that one path step by step.

    342 GitHub stars~577 tokensUpdated 2 mo ago
    Auto-check passed

  • Media Inbox Triage

    zapier/gtm-cheat-codes

    Official

    Sorts a shared Gmail inbox for press, partnership and high-intent requests, scores urgency, suggests an owner and routes items through Zapier MCP for human review.

    342 GitHub stars~1.6k tokensUpdated 2 mo ago
    Auto-check passed

  • MCP Sheet Cache Bridge

    zapier/gtm-cheat-codes

    Official

    Designs an event-driven Google Sheets cache tab that mirrors a Zapier Tables source of truth, so spreadsheet-based tools keep working without direct API reads.

    342 GitHub stars~905 tokensUpdated 2 mo ago
    Auto-check passed

Works with

Categories

Questions about Cross CRM Opportunity Sync

What does Cross CRM Opportunity Sync do?

Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance. Cross CRM Opportunity Sync is an agent skill from zapier/gtm-cheat-codes, published by the product's own GitHub organization. Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.

When should I use Cross CRM Opportunity Sync?

Cross CRM Opportunity Sync fits situations like: tasks that involve Workflow automation.

How do I install Cross CRM Opportunity Sync in Claude Code?

Run `npx skills add zapier/gtm-cheat-codes --skill cross-crm-opportunity-sync -a claude-code`. Or copy the skill folder (skills/sales-revops/cross-crm-opportunity-sync in zapier/gtm-cheat-codes) into .claude/skills/cross-crm-opportunity-sync in your project. Claude Code loads it when a task matches its description.

How do I install Cross CRM Opportunity Sync in Codex?

Run `npx skills add zapier/gtm-cheat-codes --skill cross-crm-opportunity-sync -a codex`. Or copy the skill folder (skills/sales-revops/cross-crm-opportunity-sync in zapier/gtm-cheat-codes) into .agents/skills/cross-crm-opportunity-sync in your project. Codex loads it when a task matches its description.

Can I use Cross CRM Opportunity Sync in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add zapier/gtm-cheat-codes --skill cross-crm-opportunity-sync -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/cross-crm-opportunity-sync, .gemini/skills/cross-crm-opportunity-sync, .github/skills/cross-crm-opportunity-sync and .opencode/skills/cross-crm-opportunity-sync in your project.

What does Cross CRM Opportunity Sync need to run?

SKILL.md names no scripts, command-line tools or credentials: Cross CRM Opportunity Sync is instructions for the agent only.

Does Cross CRM Opportunity Sync access the network?

SKILL.md names 1 domain. As links in the text: zapier.com. This is read from the text; nothing was executed.

Is Cross CRM Opportunity Sync safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Cross CRM Opportunity Sync use?

Cross CRM Opportunity Sync is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Cross CRM Opportunity Sync use?

About 720 tokens (SKILL.md is roughly 2.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Cross CRM Opportunity Sync?

Skills that share tags, products or a category with Cross CRM Opportunity Sync: GTM Engineering (tech-leads-club/agent-skills, 7k stars), Granola Deploy Integration (jeremylongshore/tons-of-skills-marketplace, 2.8k stars), Zapier SDK (zapier/sdk, 264 stars) and Zapier Demo (zapier/zapier-mcp, 430 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Cross CRM Opportunity Sync?

zapier (a GitHub organization, an official publisher) maintains it in zapier/gtm-cheat-codes, which has 342 GitHub stars. The repository holds 21 skills in this directory. The repository was last updated on July 13, 2026.

Source: zapier/gtm-cheat-codes on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.