RevOps & SalesWeekly on Sunday night~$0.04/run2 approvals required

Your CRM stays clean. Without you spending a week in it.

Quick answer

CRM Cleanup Agent is a pre-built Pinksheep template for revops & sales work. It gives you a starting agent plan, the connected tools, and the approval steps up front so you can load it, review it, and deploy faster without giving up visibility or control.

Pinksheep scans for duplicate contacts, missing info, and stale records in HubSpot or Salesforce. It shows you what it found and what it recommends. You decide what to fix. Nothing merges or deletes without your approval.

HubSpotSalesforce

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Build manifest: CRM Cleanup Agent

Step 1Scan contacts for duplicates based on email, phone, and company

Step 2Flag contacts with missing required fields (title, company, owner)

Step 3Identify contacts with no activity in 90+ days

Step 4Present full findings with proposed fixes for review

Step 5On approval, merge duplicates and update missing fields

ScheduleWeekly on Sunday night

Est. cost~$0.04 per run

Find the mess before it costs you deals

Duplicate contacts, missing owners, stale records. These erode trust in your CRM over time. This assistant finds them on a schedule so they don't pile up.

Two approvals before any destructive action

Merges and deletes require two sign-offs by default. Field updates only need one. You control what level of review each action requires.

Works with HubSpot and Salesforce

Connect either CRM through standard account login. Pinksheep only accesses the contact and account objects it needs for the cleanup.

Included in every template

You approve before anything changes
Full run history, always exportable
2-step approval flow
Set a budget. It won't exceed it.

Who uses this

RevOps managers, CRM admins, and sales leaders who need clean data but don't have time to manually audit.

Template questions

What does the CRM Cleanup Agent template automate?

Can I change the tools, logic, or approval rules?

Yes. Templates are starting points. You can change the tools, rewrite the workflow in plain English, and adjust which actions require approval before you deploy.

How should I think about template cost and rollout?

CRM Cleanup Agent is currently modelled at ~$0.04/run with 2 approvals in the default build path. Treat the template as the starting estimate, then review the actual plan and live run cost before you deploy at scale.

Use this template free

Load the template, review the plan, connect your tools, say yes. Running in minutes.

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Next step

Open the surrounding workflow pages

Templates work best when they connect into the integration, guide, and pricing pages that explain how to adapt and deploy them safely.

Integration

HubSpot integration

Connect HubSpot once, then let approval-first agents update contacts, deals, and pipeline workflows without losing control.

Integration

Salesforce integration

Use approval-first agents inside Salesforce workflows without turning CRM updates into black-box automation.

Guide

RevOps automation guide

See the operating model behind CRM and reporting templates.

Pricing

Check pricing and credit model

Review plan limits, monthly credits, and top-ups before you roll the template out more widely.