CRM Operations

Keeps the CRM clean: audits field hygiene, flags duplicates, and hands normalization change lists to humans.

Researches accounts on the open web and stages enrichment updates for human review to keep records complete.

Diffs CRM against connected systems and escalates out-of-sync records so data stays consistent.

Pull CRM contacts, detect duplicates, and compile a merge/change list to a file for human approval.

Read two SaaS systems, diff records, and report out-of-sync fields to a file for reconciliation.

Scan CRM fields for missing/malformed values and compile a normalization change list for a human to apply.

Read and create records in any REST-API CRM through an Integration row using authenticated GET and POST calls.

Research accounts and contacts on the open web and stage enrichment updates as a file handed to a human.

Diff the CRM against a connected system and report mismatched records.

Run a duplicate scan across CRM contacts and produce a reviewable merge list.