Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
Cleans CRM contact and company records through deduplication, format normalization, and external data enrichment. Works with HubSpot, Salesforce, and Pipedrive via their APIs or CSV export/import workflows. Instruction-only, no code execution.
Covers deduplication, normalization, and enrichment in one workflow rather than requiring separate tools for each step.
When to use it
- Merging duplicate contacts after a bulk HubSpot import
- Standardizing phone numbers and email formats across a Salesforce org
- Filling in missing job titles using Apollo or Clearbit enrichment
- Running a data quality audit before launching an email campaign
- Normalizing company names in a Pipedrive export to match standard legal entities
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: We just imported 5,000 contacts from a trade show CSV into HubSpot and need to find duplicates and standardize phone numbers.
- 1Export contacts from HubSpot with email, phone, first name, last name, and company fields
- 2Identify duplicate candidates using email-based exact matching and fuzzy name plus company matching
- 3Present merge recommendations grouped by confidence level: high, medium, and low
- 4Normalize phone numbers to E.164 format using the HubSpot batch update API
- 5Trigger HubSpot native duplicate merge for confirmed high-confidence pairs
Cleaned contact list with duplicates merged, phone numbers standardized, and a summary of remaining medium and low-confidence duplicates for manual review
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.