CRM Hygiene Agent

Our CRM is filled with duplicates and outdated contacts.

Cleans, deduplicates, and updates records weekly via integrations with email, LinkedIn, and calendar.

EmailLinkedInCalendar

Chat with AI Agent

I need to clean up my CRM system by removing duplicates and updating outdated contact information on a weekly basis through automated integrations with email, LinkedIn, and calendar systems.

Hi! I'd love to help you set up automated CRM hygiene. To get this working properly, I'll need to connect with your email system, LinkedIn account, and calendar applications. Let me gather the details I need. First, which CRM system are you using?

I'm using Salesforce as my main CRM system.

Perfect! Now I need to connect with your email system. Are you using Gmail, Outlook, or another email provider?

I use Gmail for my business email.

Great! For Gmail access, I'll send you a Google authorization link in a moment. Next, I'll need access to your LinkedIn account to verify contact information and job changes. I'll also provide a LinkedIn auth link for that. What calendar application do you use - Google Calendar, Outlook Calendar, or something else?

I use Google Calendar for all my meetings and appointments.

Excellent! Since you're using Google services, the authorization process will be streamlined. Now, what email address should I use to send you the weekly reports about duplicate removals and contact updates?

Please send the reports to sarah.mitchell@creativesolutions.com

Got it! I'll send weekly summaries to sarah.mitchell@creativesolutions.com. One more question - are there any specific criteria you'd like me to use when identifying duplicates? For example, should I be more or less strict about matching similar but not identical company names?

Use standard matching - if the email addresses are the same or if both the name and phone number match exactly, treat them as duplicates.

Perfect! Let me confirm what I'll set up for you: Weekly automated CRM hygiene for your Salesforce system, connecting with Gmail, LinkedIn, and Google Calendar. I'll use standard duplicate matching criteria and send weekly reports to sarah.mitchell@creativesolutions.com. The system will scan every Friday and provide reports on Saturdays. Should I go ahead and activate this automation?

Yes, please activate it. That sounds exactly what I need.

Excellent! Your CRM Hygiene Agent is now deployed and will begin its first scan this Friday.

How it works

Setup: I configure the CRM Hygiene Agent to connect with your email system, LinkedIn account, and calendar applications to access contact data across all platforms.
Scanning: The agent automatically scans your CRM database every week to identify duplicate entries by comparing names, email addresses, phone numbers, and company information.
Deduplication: When duplicates are found, the system merges the records by keeping the most recent and complete information while removing redundant entries.
Verification: The agent cross-references contact details with your email interactions, LinkedIn connections, and calendar meetings to verify which contacts are still active and relevant.
Updates: Outdated information is automatically updated using the latest data from your integrated platforms, including job titles, company changes, and contact details.
Reporting: You receive a weekly email summary showing how many duplicates were removed, contacts updated, and any records that need manual review.

This agent is currently in development.

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Common Questions

An AI Agent is an automated system that can understand instructions, take action, and complete workflows across apps, tools, and blockchains without human input for each step.

ChatGPT gives you answers. ActlysAI Agents actually do the work for you, whether it’s monitoring wallets, sending follow-ups, or managing recurring tasks. No more copying and pasting between tools.

Not at all. You describe your workflow in plain language, and the AI builds and runs it for you. You can manage, edit, and improve workflows with zero technical skills.

Anything from sending sales emails and scheduling meetings to monitoring crypto wallets, claiming airdrops, syncing calendars, tracking expenses, and more. If it’s digital and repetitive, an AI Agent can likely do it.

We’re building integrations with web apps (e.g., Gmail, Slack, Notion, Google Sheets), SaaS tools (e.g., CRMs, marketing platforms), and Web3 services (e.g., Ethereum, Solana, Wallets, DEXs). Support expands weekly.

We don’t share your data. All API keys, credentials, and wallet info are encrypted and controlled by you. Agents only access what’s required for the tasks you assign.

Yes. You can deploy and manage multiple agents for different roles, for example, one for finance tracking, another for customer support, and a third for DAO governance monitoring.

Pricing is still being finalized. We plan to offer a free tier with basic usage, and paid tiers based on agent complexity, execution volume, and integrations.

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