CRM sync review proof.

A first paid slice for RevOps, sales ops, and agency teams with contact or activity data drifting between tools. One redacted CRM or activity export is checked against a contact map before any create, update, append, or overwrite decision. Safe rows become a sync ledger, identity mismatches become a conflict queue, and malformed rows become an error log. No client data, credentials, phone calls, messages, or live CRM writes are used.

Sync Ledger CSV Conflict Queue CSV Error Log CSV First Slice Map CSV Activity Events CSV Contact Map CSV Close Events CSV GHL Changes CSV Runbook Source Script

First slice	Source	Decision	Boundary
Copper duplicate guard	One Zapier or Copper trigger payload.	Match/upsert policy with create, update, no-write, or conflict outcome.	No all-workflow rebuild and no live write before dry-run approval.
GHL activity sync	One Gmail or OpenPhone activity sample.	Normalize contact keys, preserve do-not-overwrite fields, and stage GHL-ready rows.	No external messages and no live GHL write before approval.
Two-way CRM drift	One CRM change event with conflicting identity or ownership fields.	Hold the row, show the conflicting evidence, and require reviewer choice.	No silent overwrite.

Copper Duplicate Guard

Use the same pattern for a Copper or Zapier migration: trigger sample -> match policy -> create, update, or conflict queue.

GHL Activity Sync

Use the same pattern for Gmail, OpenPhone, or form activity: normalize identity -> decide field behavior -> review before write.

Two-Way CRM Drift

Use the same pattern when two systems disagree: hold the row, show the evidence, and make the operator choose the source of truth.

Input

Three mapped contacts, four mock Close appointment events, four mock GHL contact changes, and five Gmail/OpenPhone activity events.

Accepted

Five rows pass contact-identity checks and land in a reviewer-approved sync ledger.

Blocked

Five business conflicts and three hard errors are visible before any CRM write happens.

Event	Status	Issue	Evidence	Reviewer Action
APT-7001	ready for sync	accepted Close appointment	CLOSE-101 maps to GHL-501 by email.	Approve appointment upsert into GHL.
ACT-9102	ready for review	accepted OpenPhone activity	Phone maps to CLOSE-202/GHL-502.	Approve call activity append into GHL.
APT-7002	blocked	Close identity conflict	Event says CLOSE-999, but email maps to CLOSE-202/GHL-502.	Confirm the correct contact before syncing.
CHG-8802	blocked	GHL identity conflict	Provided ids disagree with the contact map for buyer@clearwater.test.	Resolve the mapping before writing back to Close.
ACT-9104	blocked	Gmail/OpenPhone identity conflict	Email maps to one contact while the phone maps to another.	Choose the correct contact before appending activity.
CHG-8803	error	missing contact identity	No email, Close contact id, or GHL contact id.	Reject the row until a usable identity is present.