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sumble-crm-cleaning

Official

Clean and deduplicate your CRM data with Sumble's organization graph.

Product & Management#deduplication#CRM data#CRM cleaning#Sumble#organization graph
AuthorSumbleData
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps businesses maintain accurate and up-to-date CRM data by identifying and resolving duplicates and missing hierarchy links using Sumble's organization graph.

Core Features & Use Cases

  • Duplicate Account Detection: Identifies potential duplicate accounts based on shared Sumble organization.
  • Hierarchy Link Analysis: Determines missing or conflicting parent/subsidiary links in your CRM.
  • Review Web App: Generates a review web app to manually verify and resolve findings.
  • Automated Change List: Outputs a change list for CRM admin to apply changes.
  • Use Case: After running this Skill on your CRM data, you will receive a review web app that highlights potential duplicates and missing hierarchy links, allowing you to make informed decisions on how to clean your data.

Quick Start

Run the 'sumble-crm-cleaning' skill to initiate the cleaning process for your CRM data.

Dependency Matrix

Required Modules

requests

Components

scriptsreferences

💻 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: sumble-crm-cleaning
Download link: https://github.com/SumbleData/sumble-skills/archive/main.zip#sumble-crm-cleaning

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