| name | crm-export-sync |
| description | Normalize contact and relationship data into an exportable schema for Sheets or CRM systems, with dedupe and safe merge rules. |
CRM Export Sync
Purpose
Make captured data usable in downstream systems.
Requirements
- normalized field mapping
- dedupe checks
- merge policy
- export-ready rows
- preserve notes/history
Core fields
- first_name
- last_name
- full_name
- company
- title
- email
- phone
- linkedin_url
- website
- where_met
- introduced_by
- notes
- next_step
- follow_up_status
- source_confidence
Rules
- never discard original notes
- do not merge low-confidence identity matches automatically
- keep machine-readable and human-readable outputs