crm-hygiene

When to use this skill

Use it when a contact table has gone messy and needs a careful tidy:

• "Clean my CRM" / "tidy my contacts" / "fix my contact list"
• "Dedupe my contacts" / "merge duplicate contacts" / "find the duplicates"
• "Fill in the blanks on my contacts" / "enrich my records"
• "Normalise the formatting" (names, emails, phone numbers, company names)
• Any request to find, review, or resolve duplicate or half-filled records in Airtable, Notion, or HubSpot.

Do not use it to merge or delete records without a confirmed change list, and do not use it to invent contact details that are not in a real source.

What it needs (setup)

One native Claude connector, read and write, login-only OAuth, no build:

• Airtable connector: list, search, read, create, update, and delete records in a base. Reverting an action undoes only the most recent write.
• or the Notion connector: query a data source, read, create, and update pages (records). Notion has no hard-delete. A duplicate is retired by flagging it and archiving to Trash, which the user does in the Notion UI. Nothing is erased.
• or the HubSpot connector: read, create, and update contact, company, and deal records in the CRM. HubSpot archives rather than hard-deletes, and an archived record is recoverable for a limited window. Treat every merge or archive here the same way, propose it and act only on the user's yes.