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
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.
- 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
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:
- Open your Notion database
- In a Claude chat with Notion MCP connected, run:
fetch https://notion.so/your-database-url - Look for
<data-source url="collection://XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX"> - That UUID after
collection://is your Data Source ID
Your Notion databases likely have different field names and select options than the defaults in this skill. After fetching each database, update:
- Field names in the skill to match your exact property names
- Select option values (Stage, Industry, Deal Source, etc.)
- Relations field names
Save the updated skill — Claude reads it at the start of every session.
Just drop lead info in any format:
New lead: John Smith, CEO at Acme Corp
Website: acme.com
LinkedIn: linkedin.com/in/johnsmith
Source: LinkedIn outreach
Claude will ask for Stage and any missing info, then create all records automatically.
For call summaries:
Add the Fireflies summary from the last call to the Acme Corp deal
For contractors:
New contractor — [paste CV or LinkedIn profile]
The skill works with any Notion CRM structure. See the "Adapting This Skill" section at the bottom of SKILL.md for a step-by-step guide.
This skill was created in a single working session by describing the CRM process to Claude, catching errors live, and saving every fix into the skill file. Full story in this LinkedIn post.
MIT — use freely, adapt to your setup, share with attribution.