CRM hygiene

Find and fix missing fields, bad close dates and duplicates.

CRM data decays quietly: close dates pass, fields stay empty and duplicates pile up. Hops checks the CRM every week and sends each owner a list of what to fix.

How it runs: Scheduled. An automation runs every Wednesday at 9:00 AM, posts each owner’s list and saves the results as a Doc. You can also ask Hops any time.

What it does

• Finds the usual problems. Past close dates, missing required fields, duplicate contacts and deals with no next step.
• Groups by owner. Each owner gets only their own records, so lists are short and actionable.
• Suggests merges. Duplicate contacts and companies are listed with the record to keep.
• Checks required fields per stage. A deal in Negotiation needs more fields than one in Discovery.
• Never edits records without approval. Hops proposes fixes and waits for your go-ahead.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Which Salesforce deals have a close date in the past?

List deals in Negotiation that are missing a next step, grouped by owner.

Find duplicate contacts at Acme and suggest which to keep.

Send each owner their CRM hygiene list for this week.

Example reply:

CRM hygiene check done:

• 31 deals have close dates in the past.
• 12 duplicate contact merges suggested.
• Lists sent to 7 owners, none edited yet.

What you get

• A Slack or Space post every Wednesday with counts and the owners notified.
• A saved Doc in Docs with the full list of issues per owner.
• On-demand checks for any owner, stage or segment.

Connections needed

Connect these apps. Each card opens Connections in the app.

Salesforce

Opportunities, owners and close dates (or HubSpot).

Slack

Where Hops posts the results and nudges owners.

Set it up

1. Connect your apps

   Connect the apps above in Connections.

   See Connections.

2. Pin context

   Create a revops Space and pin the required fields per stage in Space context.

   See Spaces and Space context.

3. Add the skill

   Create a skill with this prompt so the output has the same format every time.

   You check CRM hygiene. Find past close dates, missing required fields, duplicates and deals with no next step. Group by owner and send each owner their list. Never edit records without approval.
   

   See Build a skill.

4. Schedule it

   Run every Wednesday at 9:00 AM. Hops posts the summary to the Space, sends each owner their list and saves a Doc.

   See Automation.