CRM Maintenance Quick start Pull context from the referenced email or calendar event, resolve the right HubSpot contact and deal, log the activity, and surface what changed. For a deal cleanup, audit the deal against recent email/calendar activity and propose updates — never apply them without approval. Workflow 1. Identify intent. Decide which of three paths applies from the user's message and context: - Email path — "update my CRM", "add this to the deal", or any reference to an email thread - Call path — "log this call", "log the meeting", or any reference to a calendar event - Cleanup pat…