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small-business-crm-cleanuplisted

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.
simongonzalezdc/codex-small-business-skills · ★ 1 · AI & Automation · score 70
Install: claude install-skill simongonzalezdc/codex-small-business-skills
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 S