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crm-cleanup

Official

Fix stale deals and messy HubSpot data

Data & Analytics#data quality#duplicate detection#hubspot#workflow approval#field validation#crm cleanup#deal maintenance
Authorpaywhereb
Version1.0.0
Installs0

System Documentation

What problem does it solve?

HubSpot CRM hygiene is hard to maintain, so stale deals, duplicate contacts, and missing required fields accumulate and slow down reporting and follow-ups.

Core Features & Use Cases

  • Stale deal audit (14-day inactivity): Scans open HubSpot deals for no recent activity and prepares owner-approved actions like updating next steps, changing stage, adding notes, or closing lost.
  • Duplicate contact detection and cleanup: Identifies likely duplicate contacts (e.g., same email, similar names, same company) and prepares side-by-side merge proposals that require explicit approval.
  • Missing required field reporting and filling: Checks open deals and associated contacts for missing fields (e.g., close date, amount, stage, email/company/phone) and applies only approved fixes.

Quick Start

Run /crm-cleanup to scan HubSpot for stale deals, duplicate contacts, and missing fields, then apply only the fixes you approve.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-cleanup
Download link: https://github.com/paywhereb/paywhere-claude-plugins/archive/main.zip#crm-cleanup

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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