Merge and deduplicate contacts from multiple CRMs into one clean sheet

Pulls contacts from HubSpot, Pipedrive, and Salesforce, uses AI to remove duplicates, and keeps one master list.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig(["scheduled contact sync runs"]):::trigtime s0["Pull contacts from CRMs"]:::svc s1["AI merges duplicate contacts"]:::task s2["Score contact data quality"]:::task s3["Update sheet and notify team"]:::task trig --> s0 s1 --> s2 s2 --> s3 gx{"+ which CRM to pull from"}:::gate s0 --> gx p00["Pull HubSpot records"]:::task gx -->|"HubSpot contacts"| p00 p10["Pull Pipedrive records"]:::task gx -->|"Pipedrive contacts"| p10 p20["Pull Salesforce records"]:::task gx -->|"Salesforce contacts"| p20 jn{"+ all sources merged"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"deduplicated master contact list"/]:::out pay{{"one trustworthy contact list"}}:::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 stepAn outside serviceEvery pathWaits for allResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineSpreadsheet & Database OpsAPI & Webhook Integration
Connects
HubSpotPipedriveSalesforceOpenAIGoogle SheetsSlack

The problem it solves

Your contact data is scattered across different CRMs, and the same person often shows up multiple times with slightly different details. Manually reconciling records is tedious and error-prone, especially during a CRM migration or when teams use different tools. You want one clean, trustworthy list instead of three messy ones.

Who it fits

Revenue operations teams and businesses using more than one CRM platform.

How it works

  1. On a schedule, the system pulls contact records from HubSpot, Pipedrive, and Salesforce
  2. AI reviews the records, spots duplicates, and merges similar contacts
  3. Each contact gets a data quality score
  4. The master list in Google Sheets is updated, and a quality report and Slack notification are sent
What you get

One clean contact list across every CRM

You get a single, deduplicated contact list pulled together from HubSpot, Pipedrive, and Salesforce.

What you get

One deduplicated master contact list in Google Sheets, plus a data quality report.

What you need

Accounts for HubSpot, Pipedrive, and/or Salesforce, an OpenAI API key, a Google Sheets account, and a Slack workspace.

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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