Clean up messy names, job titles, and company data automatically

Standardizes messy names, job titles, and company names so your CRM and outreach lists stay clean and consistent.

How the work actually flows

A straight line. Runs once per each contact record.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig[\"batch of contact records pulled"\]:::trigdata s0[["standardize names"]]:::mi s1["clean job titles"]:::task s2["normalize company names"]:::task s3[("write to spreadsheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"cleaned contact records"/]:::out pay{{"reliable clean crm data"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineSpreadsheet & Database Ops
Connects
Google Sheets
Featured in

The problem it solves

Your CRM fills up with inconsistent data: names typed in all caps, job titles abbreviated differently by every rep, and company names spelled a dozen ways. That mess makes it hard to trust your lists or run reliable outreach.

Who it fits

Sales operations and RevOps teams keeping CRM and outreach data clean.

How it works

  1. A batch of contact records is pulled in
  2. The system standardizes the formatting of each name
  3. It cleans up job titles into a consistent format
  4. It normalizes company names
  5. The cleaned records are written back to your spreadsheet
What you get

CRM records that stay clean and consistent

You keep your CRM names, job titles, and company records standardized and consistent across every contact.

What you get

A cleaned set of contact records with consistent names, titles, and company names.

What you need

A Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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