crm-sync

The saved excerpt is a snapshot from review. The external source remains the complete and most current version.

---
name: crm-sync
description: "Sync data to CRM platforms. Use when: pushing contacts, deals, or campaigns to Salesforce, HubSpot, Zoho, or Pipedrive."
disable-model-invocation: false
argument-hint: "[crm-platform]"
---

# /digital-marketing-pro: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 `/digital-marketing-pro:lead-import` instead.

## Execution gate (MANDATORY — cannot be skipped)

1. Present the full preview — recipients / spend / changes / compliance — as an **Execution Summary** before touching any live system.
2. The user must type `yes` (or an equivalent explicit approval). ANY other input — ambiguous, implied, partial, or absent approval — cancels the run.
3. Never proceed on ambiguous input. Never auto-retry a failed execution; a failure needs human review before any re-run.
4. Record the approval with `python "${CLAUDE_PLUGIN_ROOT}/scripts/approval-manager.py" --brand {slug} --action create-approval --data '{"risk_level":"<tier>","summary":"..."}'` **before** executing, then `python "${CLAUDE_PLUGIN_ROOT}/scripts/approval-manager.py" --brand {slug} --action mark-executed --id {approval_id}` after the platform confirms success.

## 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
- **Record filters (optional)**: Criteria to limit which records are synced — date range, segment membership, source campaign, lifecycle status, or custom field values
- **Batch size preference (optional)**: Number of records per API batch — smaller batches for safer rollback, larger batches for speed on high-volume syncs
- **Notification preferences**: Whether to alert sales reps when new contacts or deals are synced to their pipeline, and via which channel (CRM notification, email, Slack)
- **Relationship linking**: Whether to associate synced contacts with existing accounts, deals, or campaigns in the CRM — and the lookup key for matching (domain, account name, deal ID)
- **Tag or list assignment (optional)**: Tags, lists, or campaign memberships to apply to synced records for downstream segmentation and re