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crm-cleanup

✓ Official★ 22,378

by anthropics · part of anthropics/knowledge-work-plugins

Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.

🧩 One of 7 skills in the anthropics/knowledge-work-plugins package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

Run a HubSpot hygiene pass using the crm-maintenance skill cleanup workflow. Act immediately — the user typed /crm-cleanup, so skip the intent-detection step.

Parse arguments:

  • --scope (default: all) — deals for deal audit only, contacts for contact dedup only, all for both

Step 1 — Scan for stale deals

If scope includes deals:

  1. Pull all open deals from HubSpot.
  2. Flag deals with no activity (email, call, meeting, note) in the last 14 days.
  3. For each stale deal: show deal name, stage, last activity date, associated contacts, and amount.
  4. Propose actions per deal: update next-step, change stage, add a note, or close-lost.

Present the full stale-deals list before making any changes.

Step 2 — Scan for duplicate contacts

If scope includes contacts:

  1. Search HubSpot contacts for likely duplicates (same email, similar names, same company + similar name).
  2. For each duplicate set: show both records side-by-side — name, email, company, deals, last activity.
  3. Propose which record to keep and which fields to merge.

Present all duplicate sets before merging anything.

Step 3 — Scan for missing required fields

  1. Check all open deals for missing fields: close date, amount, deal stage, associated contact, next-step/notes.
  2. Check contacts associated with open deals for missing fields: email, company, phone.
  3. Present a table of records with missing fields and what's missing.

Step 4 — Apply approved fixes

  1. Walk through each finding from Steps 1-3.
  2. Apply only the changes the owner explicitly approves.
  3. Report each change as it's made with a HubSpot link.

Connector failures

If HubSpot is unreachable, stop — this command requires HubSpot as the data source. Tell the owner: "HubSpot isn't connected. Connect it in Cowork settings, then rerun /crm-cleanup."

Approval gates

  • Never delete records. Not contacts, not deals, not activities. If the user asks, say the skill cannot and direct them to HubSpot.
  • Never change deal stage or close a deal without explicit approval. Even if evidence is strong. Flag and defer.
  • Never auto-merge duplicate contacts. Show side-by-side and wait for approval per pair.
  • Side-by-side diffs for all changes. Show current value and proposed value; wait for approval per item.

Output

End with a summary: X deals updated, Y contacts merged, Z fields filled. Include links to the affected records.