CRM hygiene audit

Your CRM is only as good as its worst record. The agent audits it on a schedule - duplicates, empty fields, owners who left - and proposes each fix with the evidence, so the merge is a decision and not a surprise.

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The brief

Written like you’d brief a person.

This is the whole setup - a procedure in plain language, with tools and specialist agents referenced inline. When it runs is not written here: that’s the trigger, configured beside it.

Scan contacts and companies with #yekar.hubspot.list-records, find likely duplicates and missing critical fields with #yekar.hubspot.search-records, score each finding by evidence and severity, write the proposed corrections to the review sheet with #yekar.google-sheets.append-rows, and apply a change with #yekar.hubspot.update-record only once it is approved. Never merge or archive on your own.

How it runs

From trigger to logged outcome.

Trigger

Schedule - A weekly quality review, or on request from the RevOps channel

Scan the records
Walks contacts and companies in pages, not all at once.
Detect the issues
Duplicates, missing critical fields, stale owners and dead addresses.
Score the evidence
Each finding carries how sure it is and what that rests on.
Propose corrections
The fix, the records it touches, and the reason - in the review sheet.
Apply on approval
Approved corrections run as the exact calls shown; the rest wait.

Where people stay in control

Nothing consequential runs on its own.

Merges, archives and overwrites wait for approval - every one, with the exact call shown.
Low-confidence findings are listed for a person, never acted on.

Tools it uses

Runs on accounts you already have.

HubSpot
Salesforce
Google Sheets
Slack

Connected once, governed per agent - this use case gets only the tools listed here.

Illustrative savings

$400–$1,200 / month

Assumes a CRM of 10,000–50,000 records and a quarterly clean-up that takes 20–40 hours by hand, spread monthly.

Illustrative monthly savings, estimated from typical handling time at public salary benchmarks, reviewed August 2026. Not a promise or a guarantee - your numbers depend on volume and process.

What makes this dependable

Keep people in controlPut people in front of risky writes Keep people in controlReview the real action before it runs Put it to workRun recurring work on the business's clock

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