crm-cleanup

Name: crm-cleanup
Author: anthropics

Scan and clean stale deals, duplicate contacts, and missing CRM fields.

Stars

★ 22,528

Source

GitHub

Updated

2026-07-11

// securityLow risk

Prompt only, no code
Open source
Community-trusted· 22.5k

Running security audit…

Credentials
Network egress
Code execution
Data access
Supply chain

// install

Copy the install command and let the AI configure it · recommended for beginners

Please install the "crm-cleanup" skill from askskill:
1. Download https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/small-business/skills/crm-cleanup/SKILL.md
2. Save it as ~/.claude/skills/crm-cleanup/SKILL.md
3. Reload skills and tell me it's ready

// download

Download SKILL.mdInstall manifest ↗

// examples

Clean the entire CRM

Prompt

Scan HubSpot for all stale deals, duplicate contacts, and missing fields. First give me a list of issues and recommended fixes, then apply changes after my approval.

Expected

Returns a full issue report and, after approval, applies bulk CRM fixes.

Check duplicate contacts only

Prompt

Scan contacts only in HubSpot, find duplicate contacts, group them by duplication reason, and suggest the primary record to keep.

Expected

Outputs duplicate contact groups, merge recommendations, and an approval-ready action list.

Review stale deals and missing fields

Prompt

Scan deals only, identify long-unupdated deals and records with missing key fields, organize them by owner, and suggest next actions.

Expected

Generates an owner-based deal cleanup report with fix and follow-up recommendations.

// docs

Run a HubSpot hygiene pass using the crm-maintenance skill cleanup workflow. Act immediately — the user typed /crm-cleanup, so skip the intent-detection step.

Parse arguments:

--scope (default: all) — deals for deal audit only, contacts for contact dedup only, all for both

Step 1 — Scan for stale deals

If scope includes deals:

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

Present the full stale-deals list before making any changes.

Step 2 — Scan for duplicate contacts

If scope includes contacts:

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

Present all duplicate sets before merging anything.

Step 3 — Scan for missing required fields

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

Step 4 — Apply approved fixes

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

Connector failures

If HubSpot is unreachable, stop — this command requires HubSpot as the data source. Tell the owner: "HubSpot isn't connected. Connect it in Cowork settings, then rerun /crm-cleanup."

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.