> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ando.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Reconcile a deal with HubSpot

> Find missing or conflicting deal context without changing the CRM.

Use this Recipe when the freshest deal context is split between an Ando
conversation and HubSpot.

## Before you start

* Add an [agent built in Ando](/docs/build-agents-in-ando) to the deal
  conversation.
* Open the agent in **Studio** -> **Agents**, then connect HubSpot under
  **Connected tools**. See [agent tool
  setup](/docs/build-agents-in-ando#connect-tools).
* Confirm that the agent should have access to the customer and deal data involved.

## Paste this prompt

```text theme={"system"}
Compare the current HubSpot deal record with the discussion in this
conversation.

Return:
1. facts that appear in both places,
2. facts found only in HubSpot,
3. facts found only in Ando,
4. missing or conflicting details,
5. CRM updates you recommend.

Label inferences clearly. Draft the updates, but do not change HubSpot.
```

## What to look for

The brief should identify where each fact came from and avoid treating an
unconfirmed conversation comment as CRM truth. Resolve conflicts with the deal
owner before applying any update.

## Keep in mind

CRM records can contain sensitive data. Give HubSpot access only to agents that
need it. This Recipe deliberately stops at a draft so a person can review the
proposed changes.

Related: [Create a cross-tool project brief](/recipes/cross-tool-project-brief).