Crm Cleanup
- 1.1k installs
- 23.3k repo stars
- Updated August 5, 2026
- anthropics/knowledge-work-plugins
Crm-cleanup is a Claude skill that scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves.
About
Crm-cleanup runs a HubSpot hygiene pass that scans for stale deals, duplicate contacts, and missing required fields, then fixes what the owner approves. A sales owner invokes it with an optional scope of deals, contacts, or all to get a review-and-approve cleanup. It never deletes records, auto-merges duplicates, or changes deal stages without explicit approval.
- Scans HubSpot for stale deals, duplicate contacts, and missing required fields
- Presents findings with side-by-side diffs before applying any approved fix
- Never deletes records, changes deal stage, or merges contacts without approval
Crm Cleanup by the numbers
- 1,060 all-time installs (skills.sh)
- +91 installs in the week ending Aug 4, 2026 (Skillselion tracking)
- Ranked #76 of 853 Sales & Marketing skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
crm-cleanup capabilities & compatibility
- Capabilities
- crm maintenance · call list
- Use cases
- project management
What crm-cleanup says it does
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves.
Never delete records.
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill crm-cleanupAdd your badge
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| Installs | 1.1k |
|---|---|
| repo stars | ★ 23.3k |
| Last updated | August 5, 2026 |
| Repository | anthropics/knowledge-work-plugins ↗ |
What it does
Scan HubSpot for stale deals, duplicate contacts, and missing fields, then apply the fixes the owner approves.
Who is it for?
Sales owners who want to audit and clean up HubSpot deals and contacts with an approval gate on every change.
Skip if: Deleting records or auto-merging duplicates; those require the owner in HubSpot or per-pair approval.
When should I use this skill?
You want to clean up HubSpot by finding stale deals, duplicate contacts, and missing fields.
What you get
A reviewed list of stale deals, duplicate sets, and missing-field records, with only owner-approved fixes applied.
- stale-deals list
- duplicate contact sets
- missing-fields table
By the numbers
- 3 scan steps plus apply step
- stale = no activity in 14 days
Files
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) —dealsfor deal audit only,contactsfor contact dedup only,allfor 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 Steps 1-3. 2. Apply only the changes the owner explicitly approves. 3. 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.
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Choose crm-cleanup over generic data-cleaning skills when the CRM is HubSpot and the workflow should follow the crm-maintenance approval pattern.
FAQ
Does crm-cleanup delete records?
No. It never deletes contacts, deals, or activities and directs the owner to HubSpot if deletion is needed.
What counts as a stale deal?
An open deal with no activity like email, call, meeting, or note in the last 14 days.