CRM integrations

2. Ask your agent

Paste this into your agent, then provide your task and example inputs when it asks:

/deepline-gtm Inspect the Deepline integration for my CRM and the current operations available in this workspace. Explain required access and confirm the destination account. For the change I describe, resolve stable record IDs and real property names. Show a small proposal with current values, evidence, and expected usage. Wait for approval before updating records, then read back the approved changes.

Complete any requested sign-in yourself. Give the agent the missing information before approving execution. Provider-backed work can incur usage.

3. Review the result

The agent distinguishes integration access from permission to perform a specific update. An uncertain write is reconciled before it is repeated.

Ask your agent:

/deepline-gtm Compare the result with the acceptance rule we agreed. Show the evidence for accepted and rejected outcomes, unresolved questions, and recorded Deepline usage where work ran. If work is still running or a response is uncertain, inspect the original saved execution before proposing another request. Explain the next decision I need to make.

Approve a larger job, recurring work, or external changes only after reviewing that decision.

No. Define field ownership and acceptance separately from the integration permission.

How-to guides

1. Have your context ready

2. Ask your agent

3. Review the result

Check your understanding

​1. Have your context ready

​2. Ask your agent

​3. Review the result

​Check your understanding

​Related guides

1. Have your context ready

2. Ask your agent

3. Review the result

Check your understanding

Related guides