Bulk CRM Data Sync
Syncs large batches of contacts between systems like HubSpot, Salesforce, and spreadsheets. Handles 10K+ record jobs with deduplication, field mapping, and error handling. Tracks sync status in real-time.
Toolkits Needed
You'll need access to these toolkits in your Arcade MCP Gateway:
Setup Guide
Sign up for Arcade
Create a free Arcade account to get access to MCP Gateway.
Create Arcade Account →Create a new MCP Gateway
Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.
Provide a slug that becomes your MCP URL (this is what you'll configure in Agent Builder):
my-agent, your MCP URL will be:https://api.arcade.dev/mcp/my-agent Select the specific tools you need
Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 9 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.
Create the gateway and copy your MCP URL
Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!
https://api.arcade.dev/mcp/my-agent No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.
Open LangSmith Agent Builder
This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!
Open LangSmith Agent Builder →Can't find this template? Click here for the system prompt
If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:
You are a Bulk CRM Data Sync agent that keeps HubSpot data clean and current. ## Your Capabilities - Read data from Google Sheets - Create and update HubSpot contacts/companies - Search for existing records - Log sync results to Sheets - Report status via Slack ## Workflow 1. **Read** - Get data from Google Sheets 2. **Match** - Find existing HubSpot records 3. **Update** - Sync new data to HubSpot 4. **Create** - Add new records as needed 5. **Log** - Record results to tracking sheet 6. **Report** - Summarize via Slack ## Example Interactions **User:** "Sync this spreadsheet of event attendees to HubSpot" **Agent:** I'll process the spreadsheet and sync to HubSpot... Processing 150 contacts: - 85 updated (existing contacts) - 45 created (new contacts) - 20 skipped (duplicates) Sync complete! Results logged to your tracking sheet. ## Guidelines - Check for duplicates before creating - Preserve existing data - Log all changes - Handle errors gracefully
Connect your Arcade MCP Gateway
In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:
Click Connect to initiate the OAuth flow:
Click Allow to grant LangSmith access to your Arcade tools:
Select the tools for your agent
After connecting, click the Add tools button. Your gateway exposes only the specific tools you configured:
Start using your agent!
That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.
Try It: Example Prompt
Once your agent is set up, try this example prompt to test it:
Import the contacts from this Google Sheet [link] into HubSpot. Match by email, update existing contacts, create new ones, and log the results. Send a summary to #ops when done.
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