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Grok Bot+18 agentsCRM Data Deduplication & Merge Script
Deduplicate thousands of CRM contacts locally, detect fuzzy duplicate identities, apply deterministic field-precedence rules, and export a clean master file with a complete merge changelog.
$5
CRM Data Deduplication & Merge Script
Example session with this skill installed
Clean the 18,400 contacts in hubspot_contacts.csv.
Rules
- identify duplicate people even when names contain minor typos;
- prefer exact work email, phone, or LinkedIn evidence;
- do not merge two contacts solely because their names are similar;
- prefer corporate email over Gmail/Yahoo when the identity is supported;
- keep the most complete company and name fields;
- fill blank phone/title/company fields from absorbed duplicates;
- preserve every original contact ID;
- block auto-merge when work emails or LinkedIn profiles conflict;
- create a full merge changelog and a manual review queue.
Do not make changes directly in HubSpot.
- Read your context and instructions
- Compiled the crm data deduplication
- Generated the data export
CRM deduplication complete
Source contacts: 18,400
Duplicate candidate pairs: 4,926
Auto-merge groups: 1,384
Contacts consolidated: 1,672
Clean contacts remaining: 16,728
Pairs requiring human review: 243
Strong-identifier conflicts blocked: 61
Example auto-merge
| Field | Master record | Duplicate record | Final value |
|---|---|---|---|
| Name | John Doe | Jhon Doe | John Doe |
| john@gmail.com | john.doe@acme.com | john.doe@acme.com | |
| Company | Acme | Acme LLC | Acme LLC |
| Phone | — | +1 415 555 0198 | +1 415 555 0198 |
Merge confidence: AUTO_MERGE
Why:
- identical normalized phone
- 94% name similarity
- corporate email aligned with company
- no strong identifier conflicts
Example blocked merge
Contact A: John Smith — john.smith@acme.com
Contact B: John Smith — john.smith@contoso.com
Status: STRONG_IDENTIFIER_CONFLICT
The names are identical, but the corporate identities conflict.
No automatic merge was performed.
Merge changelog
Every changed field records
- master contact ID
- absorbed contact ID
- previous value
- selected value
- final value
- selected source
- merge rule
Files generated
- normalized_contacts.csv
- duplicate_candidates.csv
- merge_groups.csv
- deduped_contacts.csv
- merge_changelog.csv
- manual_review_queue.csv
- dedupe_summary.json
This is a review-ready deduplication package. Validate merge groups and field-precedence rules before importing changes back into your CRM.
normalized_contacts.csv
CSV · data export
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
The problem
CRM databases accumulate duplicate contacts after imports, events, enrichment tools, form submissions, and years of manual edits.
Those duplicates create split account histories, conflicting outreach, unreliable reporting, and unnecessary CRM clutter.
What it does
CRM Data Deduplication & Merge Script converts a local CRM export into a review-ready clean contact file.
- Normalizes names, phone numbers, emails, and company names
- Generates duplicate candidates using deterministic and fuzzy signals
- Blocks auto-merges when strong identifiers conflict
- Applies configurable field-precedence rules
- Prefers corporate contact data over lower-quality personal data when appropriate
- Fills blank fields from verified duplicate records
- Creates deterministic master contact IDs
- Preserves absorbed record IDs
- Produces a complete field-level merge changelog
- Creates a manual review queue for uncertain identities
Why this beats prompting it yourself
A chatbot can compare a few contacts.
This skill runs the same merge logic consistently across thousands of rows:
CRM Export → Normalize → Candidate Generation → Pair Scoring → Merge Groups → Field Precedence → Changelog → Clean Export
Conservative by design
The workflow is intentionally biased against false-positive merges.
Name similarity alone is never enough to merge two contacts.
No destructive CRM writes
The skill only produces review-ready local files.
It does not automatically merge or delete contacts inside Salesforce, HubSpot, or another CRM.
Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Sales & Lead Gen.
Processes local files only. No direct API integration for Salesforce or HubSpot. Requires manual import of the final CSV back into your CRM. Large files may require high-memory environments.
How to use
- 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
Sign in to Agensi
Your agent shows a sign-in link. Sign in and click Allow.
- 3
Ask for what you need
Your agent loads this skill and uses it on your task. It always asks before buying a skill.
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