crm-objects

Documents Frontline's four built-in CRM objects, their fields, relations, and background automations.

Updated Jul 27, 2026

Search Tags:#crm #deduplication #tickets #companies #deals #people #frontline

Ready to run

npx skills add https://github.com/api-evangelist/frontline --skill crm-objects-api-evangelist

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: crm-objects
Source: https://github.com/api-evangelist/frontline/tree/main/skills/vendor/crm-objects
Command: npx skills add https://github.com/api-evangelist/frontline --skill crm-objects-api-evangelist

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Working with Frontline's built-in CRM objects (People, Companies, Deals, Tickets) is error-prone because many behaviors run automatically in the background — auto-linking companies by email domain, deduplication, RAG sync, and enrichment. This reference prevents agents from duplicating platform behavior or recreating fields that already exist. ## Core Features & Use Cases - Complete field references: Standard, custom, and hidden system fields for People, Companies, Deals, and Tickets, including read-only and programmatic fields. - Background automation catalog: Documents every create/update/delete trigger (company auto-link, Logo.dev enrichment, RAG sync, Last Status Change) so you never replicate them manually. - Deduplication and relation rules: Explains email/phone dedup keys, the built-in relation graph, record-type conversion, and the hidden `Is Identified = true` query filter. - Use Case: When asked to "create John Doe at Acme with email [email protected]", you learn to only run `record create people` with the email — the platform auto-creates and links the Company, so no manual `relation link` is needed. ## Quick Start Ask the assistant to create a Person record in Frontline with a business email and let the built-in automations handle company linking and enrichment.

Frequently Asked Questions about crm-objects

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I create a Person and link them to a Company in Frontline?▼

Just create the Person record with a business email on a non-generic domain. Frontline automatically finds or creates a matching Company by email domain and links it, so you must not manually create the Company or call relation link afterwards.

What are the built-in CRM objects in Frontline?▼

Frontline ships four pre-provisioned objects: People, Companies, Deals, and Tickets. They cannot be deleted but are extensible, so you can add custom fields with the field create command.

How does deduplication work for People records in Frontline?▼

People are deduplicated by Email as the primary key and Phone Number as secondary, enforced object-wide across all record types. Creating a record with an existing email or phone merges or rejects the duplicate instead of inserting.

Why is my People search not returning some records in Frontline?▼

All People queries automatically apply a hidden filter of Is Identified equals true. Anonymous records created by background processes without identifying data exist in the database but are never returned by normal list or search operations.

Can I add custom fields to Frontline's built-in objects?▼

Yes, all four built-in objects have extensible set to true, so you can add custom fields using frontline object field create. Run field list first to avoid recreating existing standard fields like Name, Email, Stage, or Status.

When should I manually create a Company record in Frontline?▼

Create a Company manually only when there is no person or email to drive the automatic link, such as tracking a company with no contact yet. Otherwise, setting a Person's business email triggers auto-creation and linking with Logo.dev enrichment.