CRM Duplicate Cleanup
Overview
Cleans up a CRM by merging duplicate contacts - the same person entered twice under name variants like Bob and Robert. Signs in, switches the contact list to its duplicates view, and merges the first remaining pair until none are left, keeping the primary record and folding each variant into it. Writes a before-and-after report. The "your CRM cleaned itself while you slept" demo.
CRM Duplicate Cleanup
Every CRM rots the same way: the same customer gets entered twice. Bob Smith and Robert Smith. One with a phone number, one with a company. Sales works off whichever they happened to open, deals get double-counted, and nobody has an afternoon spare to sit and merge them by hand.
This flow does the merging. It finds the duplicate pairs the CRM has already grouped, and merges each one into a single clean record — the tedious housekeeping that never makes it to the top of anyone's list.
It runs against Zapspot, a fictional CRM used for training. The data is entirely synthetic.
What it produces
crm-cleanup.csv in your home folder — the before-and-after: how many duplicate pairs were merged
and how many remain. On the seeded CRM that is 12 pairs merged, 0 left.
How it works
1. Open the duplicates view
Sign in and switch the contact list to its duplicates view. The CRM has already grouped the likely duplicate pairs — same person, name variants — so the robot doesn't have to guess who is who; it works through the pairs the CRM surfaces.
2. Merge every pair
Merging a pair removes it from the list, which would break a fixed loop counter. So instead the robot keeps merging the first remaining pair and re-checks, until there are none left. Each merge opens the side-by-side picker and confirms, keeping the primary record and folding the variant into it.
This loop-until-empty shape is worth remembering for any "work the list until it's clear" job where acting on an item removes it.
3. Report
The report is the proof: pairs merged, pairs remaining. Run it overnight and the CRM is clean by morning.
Running it
Ready to run as-is. It signs in with the published training credentials
(jonas.weber@globex.example), which are not secret. Real system credentials belong in the
Robomotion Vault, never in a flow.
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