crm-data-cleanup
From the author
Cleans up CRM data from HubSpot, Salesforce, Pipedrive, Zoho, Close, Attio, or any CRM CSV export. Finds duplicate contacts and companies with fuzzy matching (not just exact email), normalizes emails, phones to E.164, names, domains, states, and countries, flags stale, invalid, role, and test records, finds broken contact-company associations, and produces a reviewable merge plan plus import-ready files without touching the live CRM. Use this skill whenever the user wants to dedupe, find or merge duplicate contacts, merge companies or accounts, clean up a CRM, prep a CRM migration or re-import, or says the CRM export is a mess. Also use it when they mention only one symptom, like "the same person is in here three times", "half our leads are junk", or "our company records don't match".
Install
npx skills add OneWave-AI/claude-skills --skill crm-data-cleanup -a claude-code
Installs to .claude/skills/crm-data-cleanup/ · Each command fetches the skill straight from GitHub with the open skills CLI.
Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.
Want your agent to suggest skills while you type? See how to use skills from your IDE.
Safety checks on SKILL.md
- Ships scripts we have not reviewedLow
Why 80
aiqbench computes the trust score from public signals. It is not a security audit, so read a skill before you install it.
Similar skills
Closest to this one by what they do and when they are used.
- deepline-crm-cleaninggetaero-io/gtm-eng-skillsUse for CRM audits, duplicate detection, missing or stale fields, job changes, domain checks, acquisitions, parent-child relationships, repair plans, prevention, monitoring, and evaluation. Supports HubSpot, Salesforce, Attio, and mapped exports. Start with read-only analysis. Skip outreach writing, CRM interface design, and unrelated analysis.Design★ 71
- crm-icp-analysiscognyai/claude-code-marketing-skillsAnalyze CRM data (HubSpot, Pipedrive or Upsales) to build a data-driven Ideal Customer Profile from closed-won deals, contacts, and companiesOther★ 110
- crm-hygiene-checkanthropics/knowledge-work-pluginsRead-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data", "clean up my CRM", "audit my opps", "what's missing in the CRM", or "clean up my pipeline".OfficialOther★ 32.8K
- crm-autopilotanthropics/knowledge-work-pluginsKeeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.OfficialData★ 32.8K
- crm-hygiene-scannerOthmane-Khadri/gtm-engineer-playbookUse when auditing CRM data quality, finding duplicate records, identifying stale leads, cleaning pipeline data, or improving data hygiene. Triggers: 'clean my CRM', 'audit CRM data', 'find duplicates', 'CRM hygiene', 'data quality check', 'stale leads', 'pipeline cleanup'.Other★ 59
- weekly-crm-reportFrancyJGLisboa/agent-skills-platformCleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV.Data★ 2.4K
Ratings & reviews
—
no reviews
Tried this skill? Rate it to help others. Sign in
Discussion
Join the discussion. Sign in