crm-cleanup

crm-maintenance

• --scope

  (default:

  all

  ) —

  deals

  for deal audit only,

  contacts

  for contact dedup only,

  all

  for both

Step 1 — Scan for stale deals

1. Pull all open deals from HubSpot.
2. Flag deals with no activity (email, call, meeting, note) in the last 14 days.
3. For each stale deal: show deal name, stage, last activity date, associated contacts, and amount.
4. Propose actions per deal: update next-step, change stage, add a note, or close-lost.

Step 2 — Scan for duplicate contacts

1. Search HubSpot contacts for likely duplicates (same email, similar names, same company + similar name).
2. For each duplicate set: show both records side-by-side — name, email, company, deals, last activity.
3. Propose which record to keep and which fields to merge.

Step 3 — Scan for missing required fields

1. Check all open deals for missing fields: close date, amount, deal stage, associated contact, next-step/notes.
2. Check contacts associated with open deals for missing fields: email, company, phone.
3. Present a table of records with missing fields and what's missing.

Step 4 — Apply approved fixes

1. Walk through each finding from Steps 1-3.
2. Apply only the changes the owner explicitly approves.
3. Report each change as it's made with a HubSpot link.

Connector failures

Approval gates

• Never delete records. Not contacts, not deals, not activities. If the user asks, say the skill cannot and direct them to HubSpot.
• Never change deal stage or close a deal without explicit approval. Even if evidence is strong. Flag and defer.
• Never auto-merge duplicate contacts. Show side-by-side and wait for approval per pair.
• Side-by-side diffs for all changes. Show current value and proposed value; wait for approval per item.

Output