CFN Marketing CRM Contacts Skill

What problem does it solve?

This Skill eliminates manual data entry and segmentation errors in your CRM by automating contact creation, updates, and list management. It ensures your customer data is always accurate and actionable.

Core Features & Use Cases

• Contact Lifecycle Automation: Create, update, and retrieve contact information through simple commands.
• Dynamic Segmentation: Add or remove contacts from segments/lists to keep your marketing audiences up-to-date.
• Custom Field Management: Store and update additional contact attributes beyond standard fields.
• Use Case: When a lead fills out a webinar registration form, automatically create a contact in your CRM, add them to the 'webinar-attendees' segment, and update their custom 'lead-source' field—all without manual intervention.

Quick Start

Create a new CRM contact for John Doe with the email 'john@example.com', company 'Acme Corp', and custom fields for industry and company size.