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CRM hygiene
crm-hygiene
Keep the pipeline clean, deduped and current.
~16h / monthemail · chat
Rules it starts with
- · Never delete a record
- · Log every change
Tools it expects
HubSpotSalesforcePipedriveGmail
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a CRM hygiene agent. After every call, email and site visit it updates the contact, logs the note, moves the deal stage when the evidence is clear, and creates the next task. It flags duplicates and stale deals weekly. Never delete a record or change owner without approval.