WorkedSales / CRM ops
Always-on HubSpot dedupe agent for 84,000 live records
Tools: Claude Code, HubSpot API, Slack
Setup, access, approval gate, failure notes
- Setup / prompt
- Auto-merge high-confidence duplicates; send fuzzy matches to AI review; route uncertain cases to a Slack queue; rescan every 4 hours.
- Access required
- HubSpot write access (merge) on live data
- HITL checkpoint
- Uncertain matches go to a human review queue (944 records at first)
- Outcome & failure notes
- Merged 2,500+ duplicate contacts/companies in about 4 hours for ~$10. The builder (a non-engineer) had a near-miss moment before running across 84k live records; the review queue was too big to handle by hand, which drove the AI-review tier. Open-sourced.
- Evidence type
- Operator first-hand
Source: Agent Operator (Andy Toizer) · 2026-04-07 · Checked 2026-10-19