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Matching accounts, contacts and opportunities v1.0.0

Use this resource to match accounts, contacts and opportunities across data sources

New

  • 439 downloads
  • 113 likes
  • 193 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install identity-resolution-playbook

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sets the key hierarchy (domain, account ID, email), configures deterministic and fuzzy rules with a confidence score, then plans merge rules and an exception queue. You get a documented matching reference.

Mostly picked by

Updated November 2, 2026

Card for the “Matching accounts, contacts and opportunities” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: key hierarchy, matching rules and conflict handling
  • SKILL.md: governance templates and duplicate-diagnosis tips

Good fit for

  • Your enrichment creates duplicate records in the CRM
  • Intent, enrichment and product usage do not map to the same accounts

Not for

    Tags

    • matching
    • CRM
    • data

    About

    You say

    “Define matching rules between our CRM records and the enrichment provider's data, with duplicates routed to manual review.”

    Card for the “Matching accounts, contacts and opportunities” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to match accounts, contacts and opportunities across data sources
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.3 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/data-signal-enrichment/skills/identity-resolution
    Licence
    Apache-2.0

    Notice

    « identity-resolution » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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