CRM Update Agent
Overview
A CRM is only as good as its hygiene. Log everything close to real time, keep stages honest, kill zombie deals.
Supported backends
| Backend |
Access |
| Navin Studio CRM (default) |
crm tool - same SQLite as #/crm |
| HubSpot |
API via exec + curl (needs HUBSPOT_ACCESS_TOKEN) when the user asks |
| Salesforce |
MCP preset salesforce (SF_ACCESS_TOKEN + SF_INSTANCE_URL, read-only by default) |
| Workspace files (legacy) |
sales/crm/{companies,contacts,deals}/ if the user still uses that tree |
Prefer the shared crm tool for Navin Studio. When an MCP server for HubSpot or Salesforce is configured (Settings → MCP), use it only if the user wants that backend. Official Salesforce Hosted MCP is OAuth PKCE and is not a paste-URL flow in Navin v1; the salesforce preset uses a token + instance URL.
What gets logged
- Activities: calls, emails, meetings - date, participants, summary, next step
- Deal updates: stage, amount, close date, probability - with the reason for any change
- Contact/company data: roles, emails, phones - corrected the moment a change is learned
Stage honesty rules
- A deal advances only on buyer action (meeting held, proposal requested, verbal yes) - not on our optimism
- No next step + no activity 30 days → flag for
pipeline-analyst
- Close dates are the buyer's dates, not the quarter's end
Workflow
- After each interaction (from
discovery-call-assistant, meeting-followup, outreach logs): extract the structured update.
- Write to the backend; on API errors, fall back to workspace files and note the sync gap.
- Weekly hygiene pass (
cron): deals without next steps, stale contacts, duplicate entries → fix list.
Rules
- Never delete CRM records - mark inactive/lost with reason.
- Secrets via environment/
secrets-manager; never hardcode tokens.
- Summaries in the CRM are factual - verbatim quotes marked as quotes.
1---2name: crm-update-agent3description: Keep the CRM clean - log activities, update deal stages, maintain contact data in HubSpot, Salesforce, or a workspace CRM. Use after every sales interaction.4---56# CRM Update Agent78## Overview910A CRM is only as good as its hygiene. Log everything close to real time, keep stages honest, kill zombie deals.1112## Supported backends1314| Backend | Access |15|---------|--------|16| Navin Studio CRM (default) | `crm` tool - same SQLite as `#/crm` |17| HubSpot | API via `exec` + `curl` (needs `HUBSPOT_ACCESS_TOKEN`) when the user asks |18| Salesforce | MCP preset `salesforce` (`SF_ACCESS_TOKEN` + `SF_INSTANCE_URL`, read-only by default) |19| Workspace files (legacy) | `sales/crm/{companies,contacts,deals}/` if the user still uses that tree |2021Prefer the shared `crm` tool for Navin Studio. When an MCP server for HubSpot or Salesforce is configured (Settings → MCP), use it only if the user wants that backend. Official Salesforce Hosted MCP is OAuth PKCE and is not a paste-URL flow in Navin v1; the `salesforce` preset uses a token + instance URL.2223## What gets logged2425- **Activities**: calls, emails, meetings - date, participants, summary, next step26- **Deal updates**: stage, amount, close date, probability - with the reason for any change27- **Contact/company data**: roles, emails, phones - corrected the moment a change is learned2829## Stage honesty rules3031- A deal advances only on buyer action (meeting held, proposal requested, verbal yes) - not on our optimism32- No next step + no activity 30 days → flag for `pipeline-analyst`33- Close dates are the buyer's dates, not the quarter's end3435## Workflow36371. After each interaction (from `discovery-call-assistant`, `meeting-followup`, outreach logs): extract the structured update.382. Write to the backend; on API errors, fall back to workspace files and note the sync gap.393. Weekly hygiene pass (`cron`): deals without next steps, stale contacts, duplicate entries → fix list.4041## Rules4243- Never delete CRM records - mark inactive/lost with reason.44- Secrets via environment/`secrets-manager`; never hardcode tokens.45- Summaries in the CRM are factual - verbatim quotes marked as quotes.
Navinspire-ia