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harbor-crm-handoff

Prepare HarborCRM import-ready handoffs from event, tradeshow, and batch data. Use whenever the task mentions HarborCRM, CRM handoff, CRM reconciliation, post-event audit, trade-show prospecting, lead qualification, contact import batch preparation, sponsor finance reconciliation, campaign member import, or any API that exposes events, tradeshows, import batches, finance, or CRM endpoints. Also use when the user gives you a JSON template and asks you to fill it from a REST API that looks like a CRM integration task.

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# HarborCRM Handoff

Prepare CRM-ready handoffs using the HarborCRM REST API. HarborCRM is a shared marketing workspace that exposes event, tradeshow, finance, import-batch, policy, and CRM data through a set of read-only REST endpoints. The task environment provides the base API URL as `<TASK_ENV_BASE_URL>` — always substitute this placeholder with the actual URL before making requests.

## Core disciplines

HarborCRM handoffs fall into three disciplines that share a common API surface. A single task may combine elements from more than one discipline.

### 1. Post-event handoff (sponsors, leads, campaign members)

Pull event metadata, sponsor orders, badges, invoices, CRM accounts/contacts/opportunities/campaign-members, and policy data. Reconcile everything into an import-ready summary.

Typical workflow:
- Fetch `/api/events/{event_id}`, then its orders, badges, and sponsor_packages