crm-cleanup

Name: crm-cleanup
Availability: InStock
Author: Paywhere

Identify stale deals, duplicate contacts, and missing fields in HubSpot CRM.

Updated May 20, 2026

Search Tags:#data quality #duplicate detection #hubspot #workflow approval #field validation #crm cleanup #deal maintenance

Ready to run

npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill crm-cleanup

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: crm-cleanup
Source: https://github.com/paywhereb/paywhere-claude-plugins/tree/main/paywhere-smb/skills/crm-cleanup
Command: npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill crm-cleanup

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about crm-cleanup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I find and fix stale deals in HubSpot?▼

To fix stale HubSpot deals, scan open deals for 14-day inactivity and prepare owner-approved actions like updating next steps, adding notes, or closing lost. You review candidate lists before any changes are applied.

What is the best way to deduplicate contacts in HubSpot?▼

The best way to deduplicate HubSpot contacts is to identify likely matches using email, name, and company data, then review side-by-side merge proposals that require explicit approval before merging. No deletions occur without authorization.

How do I check for missing required fields on my HubSpot open deals?▼

To check for missing required fields on HubSpot open deals, scan deals and associated contacts for missing close date, amount, stage, or contact information, then apply only the fixes you explicitly approve. The system generates a full candidate list first.

Does HubSpot CRM cleanup require approval before deleting or changing deal stages?▼

Yes, HubSpot CRM cleanup requires approval gates before applying changes. The system enforces no deletions and no unauthorized stage or close date changes, ensuring you review candidate lists and approve fixes first. You maintain full control over data modifications.

Can I limit a HubSpot data quality scan to only deals or contacts?▼

Yes, you can limit a HubSpot data quality scan to only deals or contacts. The cleanup process supports an optional scope of deals, contacts, or both to target specific CRM hygiene needs. This allows focused data completeness and duplicate detection efforts.