Use for HubSpot/CRM hygiene proposals, duplicate checks, missing-field audits, stale deal review, and proposed CRM updates. Proposal-only unless approved.
インストール
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
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.