CRM Push Prep

The safe way to move a finished Firmable list into your CRM. Previews exactly what will be created versus updated, how duplicates are handled, and the estimated cost, then requires you to confirm the list by name before anything gets written.

This is the only skill in the library that writes to an external system, so it’s built around a full preview and a named confirmation rather than a quiet one-click push.

What It Does

• Auto-detects your CRM: Works with HubSpot, Salesforce, or Pipedrive without you specifying which.
• Full push preview: Shows record counts, created versus updated, duplicate handling, and estimated cost before anything happens.
• Named confirmation required: Never writes without you explicitly confirming the list name and the action.
• Never charges on a preview: Cost is only incurred on the actual push, not on reviewing it.
• Contactability visibility: Surfaces contactability flags in the preview so you know what you’re actually pushing.

Use Cases

---
name: crm-push-prep
description: Use when the user wants to push a finished Firmable list to their connected CRM. Previews the push and requires named confirmation before writing. The only skill that writes to an external system.
---

# CRM Push Prep

Use when the user has a finished, quality-checked Firmable list ready to hand to the CRM. Always preview before writing, and require a named confirmation before any push.

## Procedure

1. Read the named list: record count and contactability.
2. Detect the connected CRM.
3. Build a push preview: records created versus updated, duplicate handling, and estimated cost.
4. Require the user to confirm the list name and the action before calling the push. Do not proceed without an explicit, named yes.
5. Execute the push only on confirmation, and return the result. Never charge on a preview.