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    CRM Data Cleanup & Deduplication Agent

    1

    Clean, normalize, and deduplicate CRM exports with auditable change logs and conflict reporting.

    $9.99

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    CRM Data Cleanup & Deduplication Agent

    CRM Data Cleanup & Deduplication Agent

    Example session with this skill installed

    Clean this HubSpot export. Find duplicates, normalize phone numbers, and flag missing lead sources. Provide a change log and a review file for potential merges.

    • Read your context and instructions
    • Compiled the crm data cleanup
    • Generated the data export

    I have analyzed hubspot-export.csv. I normalized 452 phone numbers, identified 12 high-confidence duplicate pairs, and flagged 89 records missing lead source data. The cleaned dataset preserves all original row IDs for traceability.

    CRM Audit Summary

    MetricCountDetails
    Total Records Processed1,250Initial row count validation passed.
    Normalized Fields518Email trimming and E.164 phone formatting.
    Exact Duplicates8Matched on stable Email/ID.
    Review Required14Fuzzy matches (Name/Company) with low confidence.
    Missing Fields89Missing hs_lead_status or source.
    Critical Conflicts3Conflicting unsubscribe status detected.

    Data Cleanup Results

    The following files have been prepared

    1. cleaned_crm.csv: The sanitized version of your data ready for import.
    2. change_log.csv: A row-by-row account of all normalization changes.
    3. duplicate_review.csv: Pairs of records flagged for manual merge approval.
    4. missing_fields_report.csv: A list of records requiring data enrichment.

    Notes on Merge Logic:

    • High Confidence: Records matched on hs_object_id or normalized email.
    • Review Required: Records like "J. Smith (Acme Corp)" and "John Smith (Acme)" flagged for manual check.

    Conflict Warning: Three records show mismatched "Unsubscribed" flags; these were marked REVIEW_REQUIRED to prevent compliance issues.

    Next steps

    1. Review duplicate_review.csv to confirm which records to merge.
    2. Run a test import of the first 10 rows of cleaned_crm.csv into your sandbox.
    3. Use missing_fields_report.csv to identify segments for a data enrichment campaign.

    hubspot-export.csv

    CSV · data export

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Messy CRM data stalls sales cycles and breaks marketing automation. This skill cleans exports, identifies duplicates, and prepares auditable files for re-import without losing data integrity.

    What it does

    • Data normalization transforms inconsistent emails, phone numbers, and whitespace into standard formats.
    • Duplicate detection identifies contact and company matches using stable IDs and multi-signal validation.
    • Conflict flagging highlights discrepancies in critical fields like owner, consent, or lifecycle stage.
    • Audit logging tracks every modification and recommendation in a dedicated change log.
    • Gap analysis reports missing or invalid fields without fabricating placeholder data.

    How it works

    1. Structural inspection analyzes the source CSV for encoding, column mapping, and row counts.
    2. Normalization pass scrubs whitespace and standardizes keys for comparison.
    3. Identity matching runs exact and fuzzy matching logic to tier potential duplicates.
    4. Export generation produces cleaned data files and review reports for manual oversight.

    Frameworks & tools

    This skill works with standard CSV/TSV exports from CRM platforms like Salesforce, HubSpot, Pipedrive, and Zoho. It utilizes data manipulation logic and fuzzy string matching.

    Why this beats prompting it yourself

    Generic prompts often hallucinate missing data or silently merge records based on weak signals like similar names. This skill enforces strict merge rules, preserves data provenance, and mandates human review for high-conflict records.

    Use cases

    • Preparing a legacy CRM export for migration to a new platform.
    • Merging duplicate leads after a high-volume event or webinar import.
    • Auditing contact databases for missing opt-in consent or invalid emails.
    • Normalizing global phone numbers and company domains for better routing.

    Known limitations

    Fuzzy matching only generates candidates, not certainties. Does not support direct API writes; requires manual import of the generated CSV files.

    Fuzzy matching only generates candidates for review. Does not support direct API writes; output is CSV-based. Must validate output against specific CRM import schemas.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before any payment.

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    Trust & safety

    Security scan

    Security scan passed 18 days ago

    Permissions

    Read Files
    Write Files
    Listed18 days ago

    What's inside

    Frequently Asked Questions

    The agent identifies duplicates using a multi-signal approach, including stable IDs, email domains, and fuzzy name matching, while providing a conflict report for manual review of high-uncertainty matches.

    This skill is designed for use with any AI agent capable of file processing and CSV manipulation, such as ChatGPT Plus (Advanced Data Analysis), Claude 3.5 Sonnet, or custom LangChain-based agents.

    To ensure total data integrity, the agent does not write directly to your CRM; instead, it provides a cleaned, auditable CSV file ready for you to import using your CRM's native import tools.

    No, the agent identifies missing or invalid data through gap analysis but never fabricates information, ensuring your database remains accurate and free of hallucinations.

    Your purchase includes the specialized skill logic, detailed documentation on preparation steps, and a structured template for generating the final audit logs and cleaned exports.

    Setup is as simple as uploading your CRM export to your preferred AI interface and initiating the skill; the agent will then guide you through the column mapping and normalization process.

    New in APIs & Backend