deepline-crm-hygiene

name	deepline-crm-hygiene
description	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

1. Identify the CRM object type: contact, company, deal, note, task.
2. Search for existing records before proposing creation.
3. Use Deepline-native enrichment or validation when external GTM data is needed.
4. Produce a proposed change set.
5. Mark confidence and source for each proposed update.

Output Pattern

• record
• current state
• proposed change
• reason
• source
• confidence
• approval required