CRM Duplicate Reconciliation Agent
An agent that finds likely duplicate and conflicting records in any CRM export, scores each match, explains its reasoning, and recommends which record to keep, with a person approving every merge.
- Client
- Sales and marketing operations
- Services
- AI AgentsMarketing Automation
Agent profile
- Watches for
- A CRM export is uploaded
- Runs
- Per upload
- Connects to
- HubSpot and other CRM CSV exports
- Hands off to a person
- Every recommendation is approved, rejected, or sent for manual review by a person.
Duplicate, incomplete, and conflicting contact and company records pile up in CRMs from imports, forms, manual entry, migrations, and integrations. Rule-based tools miss the hard cases: “Robert Johnson” and “Bob Johnson” with different emails may be one person, while two companies sharing a domain may be separate organizations. Choosing which record to keep is a judgment call, and the wrong choice overwrites better data.
HubSpot’s Duplicate Manager requires a Professional or Enterprise subscription, so we focused on the unclear matches across sources rather than recreating the built-in tool.
What we built
How the system works, step by step.
Upload an export
A HubSpot CSV or any CRM export the system hasn’t seen before.
Find candidates
Fuzzy matching across names, emails, phone numbers, companies, domains, and locations.
Judge and explain
An LLM weighs the evidence together and explains its call, for example “Likely duplicate: 94% confidence.”
Recommend a master record
Suggests which record to keep from recency, activity, and completeness.
Approve, reject, or review
A person makes every merge decision.
- Python
- Fuzzy matching
- LLM
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