# Cross Platform Crm Sync

> Upload a single CSV of CRM leads/contacts as a custom audience on Meta, Google Ads (customer match), and LinkedIn (DMP segment) simultaneously. All PII is SHA-256 hashed client-side before upload. Triggers on prompts about syncing CRM leads to multiple platforms at once.

- Skill: `foxgeeek/cross-platform-crm-sync` (Agent Skill)
- Install (CLI): `npx skillmds@latest add foxgeeek/cross-platform-crm-sync`
- Raw SKILL.md: https://api.skillmd.com/api/skills/foxgeeek/cross-platform-crm-sync/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- Author: foxgeeek (https://skillmd.com/u/foxgeeek)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/foxgeeek/cross-platform-crm-sync

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# Cross-Platform — CRM Sync

## When to use

- "Sobe essa lista de leads como custom audience nas 3 plataformas"
- "Sync this CSV to Meta, Google, and LinkedIn simultaneously"
- "Cria audiência 'Hot Leads' em todas as contas de ads"

## Inputs

- `--csv` — CSV path (supports `email`, `phone`/`telefone`/`whatsapp`, `first_name`, `last_name`, `company`)
- `--name` — audience name (used identically across platforms)
- `--platforms` — comma list (default: `meta,google,linkedin`)
- `--account` — account ref (must have meta/google/linkedin sections in accounts.json)
- `--dry-run` — preview only

## Behavior per platform

- **Meta** — `createCustomAudience` + `addUsers` with SHA-256 email/phone, `USER_PROVIDED_ONLY`
- **Google** — `createUserList` (CONTACT_INFO, FIRST_PARTY) + offline user data job with hashed email/phone
- **LinkedIn** — `createDmpSegment` (USER_EMAIL_LIST) + `uploadSegmentUsers` with SHA256_EMAIL

## Invocation

```bash
adskills cross crm-sync --account acme \
  --csv ./leads/abril-hot.csv \
  --name "Hot Leads — Abril 2026" \
  --platforms meta,google,linkedin

# Skip LinkedIn
adskills cross crm-sync --account acme --csv ./leads.csv --name "..." \
  --platforms meta,google
```

## Guardrails

- Confirmation prompt lists record count + platforms before execution
- Per-platform failures do not abort the run — report shows which succeeded
- Raw CSV contents never leave the machine in plaintext
- Google jobs are queued asynchronously; match rate will populate over ~24h