crm-maintenance
CRM Maintenance
Quick start
Pull context from the referenced email or calendar event, resolve the right HubSpot contact and deal, log the activity, and surface what changed. For a deal cleanup, audit the deal against recent email/calendar activity and propose updates — never apply them without approval.
User: "log this call to the Acme deal"
→ Read the most recent completed calendar event
→ Confirm attendees map to the Acme deal's contacts
→ Write a call activity on the Acme deal
→ Report: "Logged call to Acme Q2 Expansion. [deal link]"
Workflow
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