notion-crm-lead-processing

A Claude.ai skill that automates creating linked records in a Notion CRM when you add a new lead or contractor.

Built by Yaroslav Lehenchuk @ O-CMO

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Instead of manually creating 3 linked Notion records every time you get a new lead, you just drop the info in chat and Claude handles everything:

• Creates Contact (person) with role, LinkedIn, Telegram
• Creates Company / Potential Client with Brandfetch logo, industry, size
• Creates Deal with correct stage, source, and all 4 relations linked
• Pulls Fireflies call summary and writes it into the Deal body
• Sets icons automatically (Brandfetch CDN for companies, photo for people)

Also handles Contractors — reads CVs, maps fields, writes structured notes into the card body.

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• Claude.ai Pro or Team account (Skills feature)
• Notion MCP connected in Claude.ai
• Fireflies MCP connected _(optional, for call summaries)_
• A Notion CRM with at least 3 linked databases: Contacts, Companies, Deals

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Download notion-crm-lead-processing.skill from the Releases page.

Go to Settings → Skills → Add Skill and upload the .skill file.

Open SKILL.md and replace all YOUR_*_DS_ID placeholders with your actual Notion Data Source IDs.

How to find a Data Source ID:

1. Open your Notion database
2. In a Claude chat with Notion MCP connected, run: fetch https://notion.so/your-database-url
3. Look for <data-source url="collection://XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX">
4. That UUID after collection:// is your Data Source ID

Your Notion databases likely have different field names and select option