Individual skill
crm-data-cleanup
Cleans up CRM data from HubSpot, Salesforce, Pipedrive, Zoho, Close, Attio, or any CRM CSV export. Finds duplicate contacts and companies with fuzzy matching (not just exact email), normalizes emails, phones to E.164, names, domains, states, and countries, flags stale, invalid, role, and test records, finds broken contact-company associations, and produces a reviewable merge plan plus import-ready files without touching the live CRM. Use this skill whenever the user wants to dedupe, find or merge duplicate contacts, merge companies or accounts, clean up a CRM, prep a CRM migration or re-import, or says the CRM export is a mess. Also use it when they mention only one symptom, like "the same person is in here three times", "half our leads are junk", or "our company records don't match".
crm-data-cleanup/SKILL.md
Source commit b2267d9171af4f56848d82992381b20b89b44056
What was checked
- Matches the observed repository HEAD
- Yes
- Scanner rules are current
- Yes
- Repository scan complete
- No
- Skill scan complete
- No
- Observed behavior
- Local scripts
- Last checked
- Nov 10, 2026
These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.
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Repository context
- Repository stars (not skill ratings)
- 425
- Repository last updated
- Oct 20, 2026
- License
- MIT
Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.
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- sales Derived category
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Files and excerpt
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Browse files
SKILL.mdcore · 9,869 bytesSKILL.mdcore · 9,869 bytesSKILL.mdcore · 9,869 bytesassets/fixture/companies.csvasset · 1,074 bytesassets/fixture/contacts.csvasset · 4,650 bytesassets/fixture/truth.csvasset · 515 bytesreferences/field-standards.mddoc · 10,119 bytesreferences/safe-rollout.mddoc · 6,724 bytesreferences/vendor-notes.mddoc · 10,235 bytesscripts/dedupe.pyruns · 46,656 bytesscripts/evaluate.pyruns · 3,157 bytes
Read excerpt
# CRM Data Cleanup
This skill turns a messy CRM export into a merge plan a human can check, plus files that
are ready to import. It works the same way for any vendor, because every CRM exports CSV.
Duplicate cleanup usually fails in one of three ways. Exact-email matching misses most
duplicates. Merging on shared inboxes like `info@` fuses different people into one. And a
merge overwrites good values with blanks, losing history that can't be recovered. Most
CRM merges **can't be undone**, so this skill never merges anything itself. It plans, a
human approves, and the CRM's own merge tool does the merging.
## Files
- `scripts/dedupe.py`: the dry-run engine: normalize, block, score, cluster, pick a