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) —
deals for deal audit only, contacts for
contact dedup only, all for 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.
If scope includes contacts:
- Search HubSpot contacts for likely duplicates (same email, similar
names, same company + similar name).
- For each duplicate set: show both records side-by-side — name,
email, company, deals, last activity.
- Propose which record to keep and which fields to merge.
Present all duplicate sets before merging anything.
Step 3 — Scan for
missing required fields
- Check all open deals for missing fields: close date, amount, deal
stage, associated contact, next-step/notes.
- Check contacts associated with open deals for missing fields: email,
company, phone.
- Present a table of records with missing fields and what's
missing.
Step 4 — Apply approved fixes
- Walk through each finding from Steps 1-3.
- Apply only the changes the owner explicitly approves.
- Report each change as it's made with a HubSpot link.
Connector failures
If HubSpot is unreachable, stop — this command requires HubSpot as
the data source. Tell the owner: "HubSpot isn't connected. Connect it in
Cowork settings, then rerun /crm-cleanup."
Approval gates
- Never delete records. Not contacts, not deals, not
activities. If the user asks, say the skill cannot and direct them to
HubSpot.
- Never change deal stage or close a deal without explicit
approval. Even if evidence is strong. Flag and defer.
- Never auto-merge duplicate contacts. Show
side-by-side and wait for approval per pair.
- Side-by-side diffs for all changes. Show current
value and proposed value; wait for approval per item.
Output
End with a summary: X deals updated, Y contacts merged, Z fields
filled. Include links to the affected records.