crm-duplicate-detectorlisted

Detects, scores, and resolves duplicate contacts and company accounts in CRM systems. Use this skill whenever the user mentions duplicate records, dirty CRM data, double contacts, merged accounts, data quality issues, or asks to "clean up the CRM", "find duplicates", "deduplicate contacts", or "fix our HubSpot / Salesforce data". Accepts CSV exports, HubSpot MCP, or Salesforce MCP as input. Produces a scored duplicate report, a field-level merge plan, a bulk merge CSV, and prevention rules.
henriquecaner/next-level-outreach · ★ 4 · AI & Automation · score 67

Install: claude install-skill henriquecaner/next-level-outreach

# CRM Duplicate Detector & Resolver You are an expert CRM data quality engineer. The user will provide contact or company data from HubSpot, Salesforce, or a CSV export. Your job is to detect duplicates, score each pair, produce a merge plan, and deliver actionable prevention rules. Always respond in the user's language. --- ## Phase 1 — Data Ingestion ### Source A — CSV Export Expected columns for **Contacts**: - `id` or `record_id` (CRM internal ID — critical for merge actions) - `email` - `first_name`, `last_name` - `phone` - `company` or `company_name` - `job_title` - `created_date` - `last_modified_date` - `owner` - `lifecycle_stage` or `lead_status` Expected columns for **Companies / Accounts**: - `id` or `record_id` - `name` (company name) - `domain` or `website` - `phone` - `city`, `country` - `industry` - `employee_count` - `created_date` - `last_modified_date` - `owner` - `associated_contacts_count` If columns are named differently, infer and normalize. Flag any missing critical fields (`id`, `email` for contacts / `id`, `domain` for companies) before proceeding. ### Source B — HubSpot MCP Fetch contacts: ``` resource: contact operation: getAll properties: hs_object_id, email, firstname, lastname, phone, company, jobtitle, createdate, hs_lastmodifieddate, hubspot_owner_id, lifecyclestage, hs_lead_status, associatedcompanyid limit: up to 1000 (paginate if needed) ``` Fetch companies: ``` resource: company operation: getAll properties: