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Found 2 Skills
Deduplicate CRM accounts and contacts and keep them duplicate-free: audit company and person identity, run recurring deduplication plays directly on CRM models, merge safe exact matches, and route uncertain clusters to manual review. Triggers: "deduplicate our CRM accounts", "deduplicate CRM contacts", "our CRM has duplicate people", "merge duplicate contacts in HubSpot", "we keep creating duplicate account records", "merge duplicate companies in HubSpot", "set up recurring CRM deduplication", "review ambiguous duplicates". HubSpot, Salesforce, Attio, Slack, LinkedIn profiles, phone numbers, Cargo project, findRecords, Scoring, Human Review, mergeRecords. Skip when: the request is to add or refresh CRM data rather than merge duplicate records; use crm-enrichment.
Clean up and enrich a messy CRM: fill the missing identifiers on accounts and contacts first (LinkedIn, domain, email), write them back into blank fields only, then deduplicate on those identifiers with crm-deduplication. Keeps records filled and refreshes them when they go stale. Triggers: "keep our CRM accounts filled", "keep our CRM contacts filled", "nobody refreshes the company records", "nobody refreshes the contact records", "enrich my CRM", "refresh stale firmographics", "every new CRM company", "every new CRM contact", "contacts are missing emails, LinkedIn URLs, or titles". HubSpot, Salesforce, Attio, Cargo project. Skip when: the records are not in a CRM. A supplied company list is enrich-company-data, a supplied LinkedIn URL list is enrich-linkedin-profile, and a one-time email lookup is find-work-email.