Omnium Hub CRM
--- name: omnium-hub-crm description: Manage Omnium Hub CRM (contacts, opportunities, appointments). Use for all CRM-related tasks. --- # Omnium Hub Skill This skill allows you to interact with the
Description
name: omnium-hub-crm description: Manage Omnium Hub CRM (contacts, opportunities, appointments). Use for all CRM-related tasks.
Omnium Hub Skill
This skill allows you to interact with the Omnium Hub CRM.
Prerequisites
To use this skill, you need an Omnium Hub API Key.
- If you do not have an API key, ask the user for it: "Please provide your Omnium Hub API Key to proceed."
- Once provided, use it in the scripts below.
Tools
1. Manage Contacts
Use scripts/omnium_client.py to manage contacts.
Usage:
python3 scripts/omnium_client.py --api-key "YOUR_KEY" contacts --action [lookup|create|update] --email "user@example.com" [other options]
Actions:
lookup: Find a contact by email or phone.create: Create a new contact.update: Update an existing contact.
Examples:
-
"Find the contact for john@example.com in Omnium Hub." ->
python3 scripts/omnium_client.py --api-key "..." contacts --action lookup --email "john@example.com" -
"Add Jane Doe (jane@test.com) to Omnium Hub." ->
python3 scripts/omnium_client.py --api-key "..." contacts --action create --first-name "Jane" --last-name "Doe" --email "jane@test.com"
2. Manage Opportunities
Use scripts/omnium_client.py with the opportunities command.
Usage:
python3 scripts/omnium_client.py --api-key "YOUR_KEY" opportunities --action list --pipeline-id "..."
Troubleshooting
- 401 Unauthorized: The API Key is invalid. Ask the user to check their Omnium Hub credentials.
- 404 Not Found: The contact or resource does not exist.
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