Use for HubSpot/CRM hygiene proposals, duplicate checks, missing-field audits, stale deal review, and proposed CRM updates. Proposal-only unless approved.
التثبيت
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
Use for HubSpot/CRM hygiene proposals, duplicate checks, missing-field audits, stale deal review, and proposed CRM updates. Proposal-only unless approved.
Deepline CRM Hygiene Skill
Rules
Search before create.
Propose before update.
Never modify CRM records without explicit approval.
Use Deepline for enrichment, validation, and output lineage.
Use HubSpot only for approved read/search/propose-update tasks.
Workflow
Identify the CRM object type: contact, company, deal, note, task.
Search for existing records before proposing creation.
Use Deepline-native enrichment or validation when external GTM data is needed.
Produce a proposed change set.
Mark confidence and source for each proposed update.