CRM Data Hygiene & Deduplication
A done-for-you everyday business automation built for the Sales Operations Analyst, connecting Slack, Google Sheets, and Salesforce so the work below happens on its own.
What this automation does, step by step
A nightly scheduled workflow scans every new and updated record in Salesforce for duplicate contacts and companies, missing required fields, and stale data like phone numbers that have bounced repeatedly, then automatically merges obvious duplicates and flags ambiguous ones for a quick human review in a shared queue.
Make.com cross-references company records against ZoomInfo to fill in missing firmographic fields like employee count and industry automatically rather than leaving them blank.
A weekly data-health scorecard gets generated in Google Sheets and posted to Slack so sales leadership can see hygiene trends over time instead of discovering the problem during a reporting crisis.
Reps who used to waste time working dead phone numbers and duplicate accounts now trust the CRM data enough to actually use it, and reporting accuracy across the whole sales org has improved measurably.
- Zapier or Make.com
- Salesforce
- ZoomInfo
- Google Sheets
- Slack
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, a sales operations analyst has to notice problems after they've already happened, then scramble to fix them manually one at a time. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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