crm-export-sync

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