/dm:crm-sync

Purpose

Sync marketing data to and from the brand's connected CRM platform. Handles contact creation, deal updates, and campaign linking with automatic field mapping, deduplication, and compliance checks. Supports Salesforce, HubSpot, Zoho, and Pipedrive with bi-directional sync capabilities, ensuring marketing and sales teams operate from a single source of truth without manual data entry or import/export cycles. Designed for both one-time bulk syncs and recurring automated transfers, with full audit trails and rollback capabilities for enterprise-grade data governance.

Use this command instead of manual CSV imports when you need deduplication, compliance validation, or audit logging. For lead-specific imports with scoring, use /dm:lead-import instead.

Input Required

The user must provide (or will be prompted for):

• Sync type: What to sync — contacts, deals, campaigns, or a combination of multiple object types in a single operation
• Data source: Where the data comes from — CSV file path, JSON array, manual entry, or data from another connected MCP (e.g., Google Sheets, email platform, ad platform)
• Target CRM platform: Salesforce, HubSpot, Zoho, or Pipedrive — and the specific object type if applicable (e.g., Salesforce Leads vs. Contacts, HubSpot Contacts vs. Companies)
• Sync direction: One-way push (marketing to CRM), one-way pull (CRM to marketing), or bi-directional merge with conflict resolution preference (source wins, CRM wins, or most recent wins)
• Field mapping overrides (optional): Custom mappings if default field mapping does not match the CRM's schema — e.g., "company_name" maps to "Account Name" in Salesforce, or "phone_mobile" maps to "MobilePhone"
• Deduplication strategy: Match on email, phone, CRM ID, or composite key — and whether to update existing records, skip duplicates, or merge fields from both sources
• Consent and compliance requirements: Whether GDPR consent fields, opt-in status, or data processing basis must be validated before sync — and which markets' regulations apply