Quality Assurance & Testing

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".

Publisher / source

OneWave Skills Collection

Upstream record

OneWave-AI/claude-skills

Version

Version 2

Published

2026-09-23

Publication review

Approved for publication

Content fingerprint

227b32ed2dae1163062d20264282ffdce99ecad41b415af416ddef831d060b4b