CRM Cleanup Skill for Claude

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:

• Pull all open deals from HubSpot.
• Flag deals with no activity (email, call, meeting, note) in the last 14 days.
• For each stale deal: show deal name, stage, last activity date, associated contacts, and amount.
• 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:

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

Present all duplicate sets before merging anything.

Step 3 — Scan for missing required fields

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

Step 4 — Apply approved fixes

• Walk through each finding from Steps 1-3.
• Apply only the changes the owner explicitly approves.
• 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.