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hubspot-hygiene

Automates nightly HubSpot CRM deduplication, field enrichment, and stale deal flagging.

20.2k|3.4k|Updated Oct 5, 2024
Search Tags:#deduplication#CRM#data hygiene#Automation#HubSpot#clearbit#stale deals
One-click install
npx skills add https://github.com/kortix-ai/suna --skill hubspot-hygiene
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: hubspot-hygiene
Source: https://github.com/kortix-ai/suna/tree/main/packages/starter/templates/marketplace/runtime/skills/hubspot-hygiene
Command: npx skills add https://github.com/kortix-ai/suna --skill hubspot-hygiene

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

CRM data decays constantly: duplicate contacts pile up, required fields sit empty, and deals go stale without anyone noticing. This Skill runs a nightly hygiene sweep that keeps HubSpot clean without a person babysitting it, while gating risky bulk updates behind human approval.

Core Features & Use Cases

  • Duplicate Contact Merging: Finds contacts matching by email or name plus company domain, then merges them into a primary record so all deals, tickets, and notes roll over.
  • Enrichment-Based Field Fills: Queries Clearbit to fill missing jobtitle, industry, and company size fields, writing small batches directly.
  • Stale Deal Flagging: Marks deals with no stage movement or activity in 21+ days using a hygiene_stale property, without ever changing deal stage.
  • Human Approval Gate: Any bulk field update over the configured threshold posts a pending request to the alert channel and only applies after an explicit approval reply.
  • Use Case: A revenue operations team schedules the nightly cron; each morning the Slack alert channel shows duplicates merged, fields filled, stale deals flagged, and any bulk update awaiting approval.

Quick Start

Ask the agent to run a HubSpot hygiene sweep that dedupes contacts, fills missing fields from Clearbit, and flags stale deals.

Frequently Asked Questions about hubspot-hygiene

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

FAQPage Schema
How do I automatically dedupe contacts in HubSpot?▼

Run a search matching contacts by primary email or by first name, last name, and company domain, then merge confirmed pairs via the HubSpot contact merge endpoint. This Skill picks the older record as primary so all deals, tickets, and notes roll onto it.

How to fill missing HubSpot contact fields with Clearbit?▼

Query Clearbit by contact email or company domain and write returned values into empty fields like jobtitle, industry, and numemployees. Small batches write immediately per record, while batches over the configured threshold pause for human approval first.

Can bulk HubSpot updates require approval before writing?▼

Yes. Any single field-fill batch touching more than the configured threshold posts a pending request to the alert channel with a sample of affected records. The batch is only applied on a later run after an explicit approve reply from a human in that thread.

Does this Skill delete or close HubSpot records?▼

No. Duplicate contacts are always merged into a primary record, never deleted. Stale deals are only flagged with a hygiene_stale property; the agent never changes deal stage or closes a deal.

What counts as a stale deal in HubSpot?▼

A deal is stale when it has not moved stage and has had no logged activity such as an email, call, note, or meeting in 21 or more days. Matching deals get flagged with the last activity date for visibility.

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