crm-cleanup

name	crm-cleanup
description	Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
allowed-tools	Read, WebFetch, Bash

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:

1. Pull all open deals from HubSpot.
2. Flag deals with no activity (email, call, meeting, note) in the last 14 days.
3. For each stale deal: show deal name, stage, last activity date, associated contacts, and amount.
4. 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.

Step 2 — Scan for duplicate contacts

If scope includes contacts:

1. Search HubSpot contacts for likely duplicates (same email, similar names, same company + similar name).
2. For each duplicate set: show both records side-by-side — name, email, company, deals, last activity.
3. Propose which record to keep and which fields to merge.

Present all duplicate sets before merging anything.

Step 3 — Scan for missing required fields

1. Check all open deals for missing fields: close date, amount, deal stage, associated contact, next-step/notes.