← All plays
GT
Alta GTMS team
Creator

Call to CRM

Keep the CRM current without typing notes

Raised by customers on 30+ calls in the past year

After every call, writes the summary, next steps and CRM field updates, and shows them for approval before anything is saved.

Clean
Alex
Reviewed by Alta

What it does

  1. Reads the call recording or transcript
  2. Writes a short summary and the agreed next steps
  3. Proposes CRM field updates with the line behind each
  4. Shows the before and after, and saves once you approve

You give it

  • Which calls count
  • Which fields to keep current

You get

  • A summary and next steps per call
  • CRM updates ready to approve

Why it works

Reps skip CRM updates because they take time after every call. Proposing them from the call itself keeps the pipeline true without the typing.

Run this play

Copy the SKILL.md below into your agent
Works in Alta, Claude, Cursor and Codex
Runs on
Alex
Category
Clean
CostAlta credits per run, shown before it runs
ApprovalEvery run stops at a draft for you
--- name: call-to-crm description: After every sales call, draft the summary, next steps and CRM field updates for approval. Use when someone asks about logging calls, call notes, updating Salesforce or HubSpot after calls, or manual CRM entry. agent: Alex category: Clean ends_in: CRM updates for approval --- # Call to CRM The CRM is only as good as the notes nobody has time to write. ## What it asks you once 1. **Which calls count** - external calls on the calendar 2. **Which CRM fields to keep current** - stage, next step, close date, contacts ## How it runs 1. **Read the call recording** or transcript 2. **Write a short summary** and the next steps that were agreed 3. **Propose field updates** - stage, next step, close date, new contacts 4. **Show the before and after** for approval 5. **Save to the CRM** once approved ## Rules - Nothing is saved before approval - Every proposed change shows the line from the call behind it - Never overwrite a field a person changed today ## What you get - A summary and next steps for every call - CRM updates ready to approve in one click
- Every proposed change cites the line from the call behind it - Updates are ready within the hour after the call - Nothing a person changed today is overwritten
The play fileSKILL.md

This is the whole play. Read it, copy it, or change it for your team - it runs the same in Alta, Claude, Cursor and Codex.

Install this play
Claude app or claude.aiUpload the zip as a skill

Download the zip, then upload it as a skill in your Claude settings. Code execution needs to be on.

Claude CodeDrop the folder in

Unzip it into your skills folder. Claude Code finds it on its own.

~/.claude/skills/
Cursor and other agentsAdd the SKILL.md

Put the folder where your agent reads skills, for example:

.cursor/skills/

Run it where you work

Same play, same result. Pick the place you already are.

In Alta

One click

Open Skills in Alta, pick the play and press Run. Or ask Ask Alta to run it for the companies you care about.

In Claude

Ask in plain words

Connect Alta to Claude and describe the target. Claude loads the play, the agent does the work, and the draft opens in Alta for you to approve.

In Cursor or Codex

Drop in the file

Add the SKILL.md to your agent's skills folder with the Alta plugin connected. Edit it like code, and keep your team's version in the repo.