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English
$
USD
I will automate CRM data hygiene, duplicate matching and record integrity with ai
Mark
About this gig
Duplicate contacts, conflicting fields, and unreliable CRM records can waste sales time and distort reporting. I build CRM data integrity workflows for founders, sales teams, agencies, and operations teams that need dependable records before campaigns, migrations, handoffs, or reporting. I identify duplicate records, compare matching fields, flag conflicts, validate key values, and create a review path before changes are made. The goal is not simply to clean data, but to create trustworthy records your team can use.
I work with HubSpot, GoHighLevel, Salesforce, Zoho, Pipedrive, CSV, Excel, Google Sheets, Airtable, and workflows using AI, APIs, Make, n8n, or Zapier. Deliverables can include duplicate reports, matched-record lists, cleanup rules, validation results, exception logs, and a final quality summary.
My process: review your source, define matching rules, process records, inspect exceptions, quality-check results, and deliver organized outputs. I focus on accuracy, traceability, and safe changes.
If your CRM has a data-quality problem, send me the platform, record count, and goal. Ill recommend the right scope before you order now.
Get to know Mark
Mark
Business Automation Specialist Workflow Automation And System Integration
- FromUnited States
- Member sinceOct 2026
- Avg. response time3 hours
Languages
English, French
I help SMBs eliminate repetitive manual work and disconnected workflows by designing business automation that makes your systems work together. I identify bottlenecks, map processes, and build reliable workflow automation for lead handling, data flow, reporting, and operations. Using APIs, n8n, CRM tools, and AI automation, I create practical system integration with tested workflows. The goal is to save time, reduce errors, improve processes, and scale operations. My method is to analyze, design, integrate, test, and optimize each workflow. Send me your process to improve for business growth.
Other Software Development Services I Offer
FAQ
Can you find duplicate CRM contacts?
I can compare relevant fields and identify likely duplicate contacts or records for review, matching, or removal.
What CRM platforms can you work with?
I can work with HubSpot, GoHighLevel, Salesforce, Zoho, Pipedrive, spreadsheets, CSV files, and other compatible systems.
Can you automate duplicate matching?
Yes. Depending on the platform and workflow, I can use AI, APIs, n8n, Make, or Zapier to support repeatable matching processes.
Will you delete records automatically?
Not without an agreed rule. I prioritize controlled matching, exception review, and safe changes to reduce accidental record loss.
Can you audit my CRM before cleanup?
Yes. I can review the dataset, identify data-quality issues, explain the recommended workflow, and define the appropriate scope.
