CRM Update Agent
Pushes structured pipeline outputs -- account records, scores, notes, and tasks -- to your CRM.
What it is
Intelligence that never reaches the CRM has zero value to the sales team. This agent is the integration layer that writes every pipeline output, enriched records, intent scores, tier assignments, rationale cards, and follow-up tasks, to your CRM in the right object and the right field.
How it works
The agent receives structured records from upstream agents and maps them to the target CRM's object schema. For each record, it performs a lookup to determine whether to create, update, or merge. Conflict resolution logic handles cases where the CRM already holds a different value, applying a priority rule: pipeline data wins for intent fields, CRM wins for manually entered fields. API calls are batched for efficiency and rate-limit compliance. A write log is generated for every operation.
How it fits into the pipeline
Final delivery mechanism for every agent in the pipeline that produces structured account or contact data. Sits at the output end of the Ops layer as the integration bridge to HubSpot, Salesforce, or any other CRM. Write log errors serve as an indirect quality signal for the entire pipeline.