crm-cleanup
Installation
SKILL.md
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:
- 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: