crm-cleanup

name crm-cleanup description 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. allowed-tools Read, WebFetch, Bash 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.