Check the hotel CRM automatically: duplicates, gaps and spellings
On the 1st of every month a list of suggestions arrives; whatever you approve is then corrected in the CRM.
- Trigger
- monthly
- Guide value
- ≈ 6 minutes per property and day (estimate)
- Systems
- CRM & leads
Today
Duplicate companies, empty fields and five spellings of the same name make CRM reports useless.
Afterwards
On the 1st of every month a list of suggestions arrives; whatever you approve is then corrected in the CRM.
How to set it up
- 01
Describe the task
In plain language, the way you would explain it to a new colleague. The description below is a starting point.
- 02
Review the first run
Discontinue shows you the result before anything runs on a schedule.
- 03
From then on it runs
On a schedule or when something happens. You can change it in chat at any time.
On the 1st of every month at 8:00, check the companies and contacts in our CRM: possible duplicates (same domain, same email, very similar name), missing fields such as country, industry or owner, and inconsistent spellings such as “Ltd” and “Ltd.”. Send me a list with your suggestion for each record. Only apply corrections once I have approved them. Don’t merge any duplicates and don’t delete anything.
Step by step in the documentation: Create an agent in chat.
What the result looks like
The agent works from your description and reports what it did and what is open.
What stays with you
You approve what gets corrected. A person merges duplicates, and nothing is deleted.
- Possible duplicates
- 6 pairs · merge suggested
- Missing fields
- 23 contacts without an owner
- Spellings
- 11 · unified after approval
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| CRM & leads | read and write | Check companies and contacts, apply approved corrections |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Pipedrive
Attio
Close
Slack
TelegramWhich data and actions are available depends on each system’s interface. When you connect a system you decide what is granted; every run is logged.
Frequently asked questions
Does Discontinue merge duplicates itself?
No. It suggests which records belong together; your team merges them in the CRM. Other corrections are applied only after your approval.
Which permissions does “CRM cleanup” need?
CRM & leads (Pipedrive, Attio, or Close): read and write, Check companies and contacts, apply approved corrections. When you connect a system you decide which areas and actions are granted. Everything else stays off-limits.
What happens when a rule does not apply?
Agents only work with the systems and actions you granted. Where a rule does not apply, a person decides, and every step is logged.