A comprehensive CRM integration for managing leads, deals, and sales activities through the Openclaw Skills framework.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install helloleads
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install helloleads using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is HelloLeads?
HelloLeads is a robust CRM and lead management platform specifically designed for sales teams and business owners to track leads, manage customer interactions, and automate sales processes. This skill provides a bridge between your CRM data and Openclaw Skills, enabling developers to interact with Leads, Organizations, Deals, and Activities programmatically. By utilizing the Membrane CLI, this integration handles the complexities of authentication and credential refreshing, allowing you to focus on building powerful sales automations.
HelloLeads Use Cases
- Automating lead capture and organization from various digital marketing channels.
- Syncing sales activities and notes across multiple platforms using Openclaw Skills.
- Managing deals and sales stages via CLI or automated scripts.
- Segmenting contacts using tags and custom views for targeted outreach.
- Triggering email templates based on specific lead behaviors or status changes.
How HelloLeads Works
- Initialize a session by logging into the Membrane environment via the CLI.
- Establish a secure connection to your HelloLeads account using the connector ID.
- Discover available CRM actions by searching for specific intents like querying leads or creating activities.
- Execute actions with JSON parameters to manipulate CRM data within Openclaw Skills.
- Use the built-in proxy request system for advanced API interactions that require custom headers or specific endpoints.
HelloLeads Setup
To begin, authenticate your environment using the CLI:
npx @membranehq/cli@latest login --tenant
Search for the HelloLeads connector and create a new connection:
npx @membranehq/cli@latest search helloleads --elementType=connector --json
# Note the connector ID and use it in the next command
npx @membranehq/cli@latest connect --connectorId=CONNECTOR_ID --json
Verify that your connection is established:
npx @membranehq/cli@latest connection list --json
HelloLeads Data Schema & Taxonomy
The HelloLeads skill organizes data into several core entities to facilitate CRM operations. Below is a breakdown of the primary data objects:
| Entity | Functionality |
|---|---|
| Lead | Represents individual prospects and their contact details |
| Lead Activity | Logs interactions, calls, and follow-ups associated with a lead |
| Deal | Tracks sales opportunities, values, and pipeline stages |
| Organization | Manages company-level data and associated contacts |
| Tag | Used for categorization and filtering of lead records |
| Email Template | Pre-defined communication assets for automated outreach |
HelloLeads Advanced Features
- Intent-based discovery to automatically find the most relevant CRM actions for your workflow.
- Transparent credential management that eliminates the need to manually handle API keys or OAuth tokens.
- Direct API proxying capabilities for accessing the full breadth of the HelloLeads API beyond standard actions.
- High-efficiency communication that reduces token usage through pre-built, optimized actions within Openclaw Skills.
- Support for headless environments and automated server-side authentication refreshes.
SKILL.md
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