CRM → CRM
Clean up your CRM data: duplicates, gaps, stale fields.
Pull your contacts from HubSpot, Salesforce or Pipedrive into a list. 100+ checks find typos, role mailboxes, inconsistent countries and duplicates; ListPlus merges, fills gaps and writes back only what you approve.
Runs in ListPlus – no agent needed
HubSpot Contacts · 2,400 rowschecks 0 creditsMerged rows are hidden, not deleted · only what came from HubSpot goes back
Example · fictional contacts, real prices
Watch it
Setup
Build this workflow.
A connected CRM (HubSpot in the example) or an export. You pick the columns at import; only they go back later.
What does a run cost?
Import, checks, fixes and merging cost no credits. Missing company and job title per contact: expected 1.52 credits, at most 13.5 credits ($0.47 on Pro) – empty cells only, hits only. Syncing back counts as requests to your CRM.
- ListPlus manual in ListPlus
Import the contacts
Pick columns, filter, import. A delta refresh later fetches only what changed.
- ListPlus by call
Run the checks
100+ checks at no credit cost: domain typos, role mailboxes, country names in three spellings, company names in caps, duplicates and near-duplicates.
- ListPlus by call
Fix and merge
Apply fixes check by check, clean values, merge duplicates by email or name + company. Merged rows are hidden, not deleted – every change is in the history.
- ListPlus by call
Fill the gaps
Missing companies, job titles or work emails – empty cells only, with a ceiling, charged per hit.
- Your team manual in ListPlus
Sync back
Only what came from the CRM goes back. On a conflict the CRM wins; the list takes its value.
With your agent
Give your agent this brief.
A connected CRM account with write access for the sync, or an export as CSV. For the agent: share the list with Edit rights.
The same call from Claude Code, ChatGPT, Cursor or an n8n HTTP node – MCP and REST offer the same tools.
Agent guide (.md) ↗Run the checks on “HubSpot Contacts” and give me the summary per check. Apply the fixes for email typos and country names, clean company names and merge duplicates by email. Show me role mailboxes separately. Estimate what filling missing companies and job titles costs – at most 50 credits. Write nothing back; I will do that after review.
Tools and sample call
describe_list · check_list · fix_list · query_records · enrich_records
check_list({ list_id: "<shared_list_id>" })
fix_list({
"list_id": "<shared_list_id>",
"check_id": "email_typo"
})
fix_list({
"list_id": "<shared_list_id>",
"dedup_key": "email"
})Try it with your data
HubSpot deduplicates only against the CRM, not within your file; companies are merged by domain, never by name alone. Columns created in ListPlus stay here.