Use for HubSpot/CRM hygiene proposals, duplicate checks, missing-field audits, stale deal review, and proposed CRM updates. Proposal-only unless approved.
설치
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
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.