crm-deduplication
CRM deduplication
State: to-be-approved. Deploy-verified against a live workspace: not yet. Treat Done when
below as the acceptance test and review cargo-ai cdk plan before deploying. Make no outcome claim
for this skill until it is approved.
The outcome
Choose the account path, contact path, or both. Each selected path has its own CRM model, identity audit, matching policy, survivor policy, disabled play, cost preview, pilot approval, and acceptance criteria. Approval for one path does not authorize the other.
Path 1: Account deduplication
deduplicate_accounts searches live CRM companies by LinkedIn company ID, LinkedIn company page,
and non-generic domain. It scores the evidence, selects a deterministic survivor, and merges only
an exact shared LinkedIn company ID when there is no identity, protected-ID, or parent-subsidiary
conflict. Every other candidate reaches Cargo's native Human Review node. Company name never
creates or scores a candidate.