CRM Updater

# Example with Salesforce MCP
airstore mcp add \
  --name=salesforce \
  --command="npx @salesforce/mcp-server" \
  --env="SF_TOKEN=xxx" \
  --env="SF_INSTANCE_URL=https://yourorg.salesforce.com"

# Active deal emails
airstore create sources/gmail/deals \
  --query "emails from customers with active opportunities"

# Support emails
airstore create sources/gmail/support \
  --query "emails mentioning support ticket or issue"

# Renewal emails
airstore create sources/gmail/renewals \
  --query "emails mentioning renewal or contract from customers"

airstore mount ~/airstore

cd ~/airstore/sources/gmail/deals

claude "For each email thread:
1. Identify the customer and deal
2. Extract any status updates (moving forward, delayed, lost, etc.)
3. Note next steps or action items
4. Assess sentiment (positive, neutral, negative)
5. Update the CRM using the salesforce tool

Use ~/airstore/tools/salesforce update-opportunity for each update."

From: [email protected]
Subject: Re: Enterprise License

Hi,

Great call yesterday! The team loved the demo. We're ready to move 
forward with the enterprise plan. Can you send over the contract?

We'd like to close this by end of month if possible.

Best,
John

~/airstore/tools/salesforce update-opportunity \
  --id="OPP-12345" \
  --stage="Contract Sent" \
  --next-step="Send contract" \
  --close-date="2024-01-31" \
  --notes="Customer ready to proceed. Positive sentiment."

#!/bin/bash
# crm-sync.sh

# Sync latest emails
airstore sync sources/gmail/deals

cd ~/airstore/sources/gmail/deals

# Process new emails
claude "Review emails from the last 24 hours.
For each customer interaction:
1. Update opportunity stage if changed
2. Log the interaction
3. Update next steps
4. Flag any at-risk deals

Use the salesforce tool for all updates."

# Post summary to Slack
claude "Summarize today's CRM updates" --print | \
  ~/airstore/tools/slack post --channel="#sales" --stdin

# Add HubSpot
airstore mcp add \
  --name=hubspot \
  --command="npx @hubspot/mcp-server" \
  --env="HUBSPOT_API_KEY=xxx"

# Use the appropriate tool based on customer
claude "Update CRM records:
- For enterprise customers, use ~/airstore/tools/salesforce
- For SMB customers, use ~/airstore/tools/hubspot"

cd ~/airstore/sources/gmail/deals

claude "For each email that mentions a follow-up or next step:
1. Extract the action item
2. Identify the due date (or suggest one)
3. Create a task in the CRM

Use ~/airstore/tools/salesforce create-task for each item."

claude "Analyze the email thread for each customer:
1. Rate overall sentiment (1-5)
2. Note any concerns or objections raised
3. Identify positive signals
4. Update the opportunity health score

Flag any customers with declining sentiment."

cd ~/airstore/sources/gmail/support

claude "For each support email mentioning a bug or feature request:
1. Create a Linear issue with details
2. Link it to the customer in CRM
3. Update the support ticket status

Use ~/airstore/tools/linear create-issue and 
~/airstore/tools/salesforce update-case."