CRM
Field-Conflict Escalation for Contested Company Merges
For duplicate pairs where the two CRMs disagree on critical fields like owner, contract value, or billing address.
How it runs
The automated pipeline, trigger to output.
- TriggerCoda queue row flagged as conflictedCoda
- ActionRefetch current field values from both CRMsSalesforce
- LogicClassify conflict severity and assign a steward
- ActionDraft side-by-side conflict summary and recommendationOpenAI
- OutputSend interactive conflict card to steward in SlackSlack
What it does
Most duplicates are easy, but some have conflicting truth in each CRM. This workflow isolates those hard cases, lays out the conflicting field values side by side, and routes them to a named data steward to decide which value wins before the merge proceeds.
When to use it
Use it when a generic review queue is too coarse and you need senior judgment on contested fields, for example two different account owners or mismatched ARR. It keeps clean merges fast while giving messy ones the attention they need.
When to use it
How it works
- 1A new row in the Coda queue with a conflict flag triggers the workflow.
- 2The flow refetches the current field values from both Salesforce and HubSpot to ensure the conflict is still live.
- 3A logic step classifies the conflict severity by which fields disagree and picks the right steward.
- 4An OpenAI step drafts a plain-English summary of what each system claims and a recommended winner.
- 5A Slack message delivers an interactive conflict card to the assigned steward with per-field resolution buttons.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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