CRM Health Agents

Build an account-resolution index from Gong call data and report how reliably any list of people, email addresses, domains, or Slack Connect channels resolves to a CRM account. Produces a match-quality report showing what resolves cleanly, what is ambiguous, and what is unresolvable. Use when asked whether contacts or channels can be mapped to accounts, before any workflow that writes data back against an account, when auditing why activity is landing on the wrong account or no account at all, or when checking coverage before an enrichment, routing, or attribution run.

Push Slack Connect channel activity onto the matching Gong account timeline as customer engagement events, so shared-channel conversations show up alongside calls and emails in account history. Filters out bots and system noise, identifies the external participant as the actor, resolves the channel to a CRM account, and posts idempotently. Use when asked to get Slack activity into Gong, log shared-channel or Slack Connect conversations against an account, fill the gap where customer Slack traffic is invisible in the CRM, or check whether Slack engagement can be written to Gong at all.

Sync email and LinkedIn outreach activity from sequencing tools into a CRM safely. Create or reuse contacts, attach them to the right company, fill only empty fields when allowed, and log each touch with the correct date and direction. The workflow is create-only and non-destructive, dedupes before creating, resolves identity by email for cold email and LinkedIn URL for LinkedIn, verifies every write by reading it back, and keeps a rollback list of everything it created. Trigger when the user wants to sync or log outreach into a CRM, push email or LinkedIn activity into HubSpot, Salesforce, Attio, GoHighLevel, Close, or Pipedrive, backfill contacts and activities, connect a sequencer to a CRM without native integration, or record touches against companies and contacts. Not for sending new outreach, broad CRM cleanup, or general pipeline reporting.

Validate outbound lead-list rows before a LinkedIn or email campaign by cross-checking the listed name, work email, LinkedIn URL, and company domain. Flags likely wrong people, credential-polluted names, duplicate copy-paste errors, and stale employers. Use for campaign hygiene and identity validation, not for discovering new prospects or enriching contact data.

Clean a campaign or prospect list against HubSpot or another CRM before outreach. Use when the user wants to cross-check, de-conflict, suppress, or remove contacts who are already in open or won deals, already exist as CRM contacts, or appear under the same name with another email.

Audit a HubSpot portal for CRM hygiene problems and route only revenue-impacting fixes to each record owner, capped and prioritised by revenue impact, with opt-in mechanical auto-fixes and week-over-week resolution tracking. Use when someone asks about CRM data quality, dirty data, missing fields, lifecycle stages, duplicate records, stale deals, unassigned accounts, untrusted reporting, or forecast accuracy. Not for Salesforce audits, generic reporting, or uncapped data dumps.

Use when CRM data is distorting routing, reporting, or pipeline decisions and you need a safe, evidence-backed correction plan. It audits defects, proposes record-level fixes, and verifies the outcome. Not for inventing missing CRM values or making bulk changes without evidence.

Use when the user wants meaningful inbox activity reflected in CRM: "sync my inbox to CRM", "log the important email activity", "get this week's threads into the record". Confidence-scored matching; every write is staged for approval, never automatic. Not for prioritizing work (AE Daily Brief), logging meetings (Post-Meeting CRM Note Writer), or drafting replies.