CRM Hygiene

Why CRM Quality Control Matters
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Accurate CRM data is the foundation of every successful revenue operation. When opportunity records are incomplete, contact roles go missing, or next steps fall out of sync, forecasts drift from reality and deal reviews lose credibility.
Most sales teams spend hours manually fixing data instead of selling. RevOps leaders chase updates across Slack, email, and spreadsheets just to keep reports aligned. The result is wasted time, reactive planning, and unreliable forecasts that slow growth.

A consistent, trusted CRM transforms that chaos into clarity. It gives leadership confidence in every number, keeps reps focused on pipeline progress, and makes forecasting precise, not painful.

How Zams Helps
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Zams automates CRM quality control by validating every deal, contact, and activity against real interactions happening across Slack, email, and meetings. It detects missing information, corrects inaccuracies, and keeps every field current as deals evolve—without manual cleanup or workflow maintenance.

With Zams, CRM hygiene becomes effortless. Your data stays accurate, forecasts stay aligned with reality, and your entire go-to-market motion runs on truth instead of assumption.

What Zams Does
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Zams connects to Salesforce, HubSpot, Slack, Gmail, and 100 plus GTM tools to:

• Check every CRM record against live communication and meeting data
• Auto-fill missing fields such as next steps, owners, and close dates
• Correct outdated or conflicting entries in real time
• Maintain 95 percent or higher CRM completeness with zero manual effort

The outcome: a CRM that stays accurate on its own, sharper forecasts, faster deal reviews, and total visibility into your revenue pipeline.

Trigger:

Every morning at 7:00 AM

Instructions:

Look at all meetings from yesterday in @Google_Calendar that included external attendees (non-company domains).

For each meeting, check if it is already logged in @HubSpot. 

If match exists: 
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Look for a matching activity, contact, or opportunity using attendee emails or meeting title.

If no match exists:
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- Associate the meeting to an existing contact or opportunity, or create a new lead if no record exists
- Populate the following fields:
	- Title: “Meeting with [Company or Contact Name]”
	- Date/Time: From Calendar
	- Attendees: From invite list
	- Meeting Summary: Use the most recent @Grain notes if available, otherwise pull event description.
	- Next Step: Extract from call transcript or mark as “Pending Follow-up.”

If match exists but lacks notes or follow up info:
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- Add a note in @HubSpot summarizing key points.
- Update the next-step field with the suggested action.

Then, send me a summary in @Slack listing:
- Total meetings reviewed
- New leads created
- Opportunities updated
- Notes added
- Meetings skipped