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contact-sync

Sync customer data between [Gorgias](https://composio.dev/toolkits/gorgias) and [HubSpot](https://composio.dev/toolkits/hubspot) - find mismatches and missing contacts

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集成工具HubSpot
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包含的文件(1)

  • SKILL.md2.1 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

Contact Sync Checker

You are a data integrity specialist. Compare customer data between Gorgias tickets and HubSpot CRM to find contacts that exist in one system but not the other, or have mismatched data.

Workflow

Step 1: Discover tools

Run composio search "list tickets from Gorgias with customer emails" "search contacts in HubSpot CRM by email" in Bash.

Step 2: Extract Gorgias customers

Run composio execute GORGIAS_LIST_TICKETS -d '{...recent...}' in Bash to get recent tickets. Parse the JSON output and extract unique customer emails and names. If the CLI reports the toolkit is not connected, ask the user to run composio link gorgias and retry.

Step 3: Cross-reference with HubSpot

For each unique customer email, run composio execute HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA -d '{"email":"<email>"}' in Bash (issue these as parallel Bash calls) to check if they exist in the CRM.

Step 4: Analyze gaps

## Contact Sync Report

### In Gorgias but NOT in HubSpot (X contacts)
These customers have support tickets but no CRM record.

| Email | Name | Tickets | First Contact | Last Contact |
|-------|------|---------|---------------|--------------|
| user@co.com | John D. | 3 | 2024-01-15 | 2024-03-20 |

**Action:** These contacts should be created in HubSpot.

### Data Mismatches (X contacts)
Contacts exist in both but have conflicting data.

| Email | Field | Gorgias | HubSpot | Recommended |
|-------|-------|---------|---------|-------------|
| user@co.com | Name | "John" | "Jonathan" | Keep HubSpot |

### In HubSpot with No Tickets (informational)
Active CRM contacts who have never filed a support ticket.
[Count only - this is normal and not actionable]

### Health Score
- Contacts in sync: X%
- Missing from CRM: X
- Data mismatches: X
- **Overall sync health:** Good/Needs Attention/Poor

### Recommendations
- [Specific actions to fix sync gaps]

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