CRM
Slack-approved merge for borderline HubSpot duplicate pairs
On demand from a Slack command, it pulls a specific pair of HubSpot contacts, shows a side-by-side field comparison.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator runs Slack merge commandSlack
- ActionFetch both contacts from HubSpotHubSpot
- LogicBuild side-by-side field-conflict diff
- ActionPost comparison with approval controls to SlackSlack
- OutputMerge in HubSpot using approved selectionsHubSpot
What it does
Turns a risky manual merge into a controlled, auditable action. An operator triggers it from Slack with two HubSpot contact IDs; it returns a side-by-side comparison and merges only the fields and survivor the human confirms.
When to use it
Use this for the hard cases your automated dedup intentionally skips — VIP accounts, conflicting owners, or pairs where the wrong merge would lose data. It gives reps a safe, one-message way to resolve a duplicate without opening HubSpot's merge UI or risking the wrong primary.
How it works
- 1An operator runs a Slack slash command with two contact IDs.
- 2Fetch both contacts from HubSpot, including owner, lifecycle stage, and engagement counts.
- 3Build a side-by-side diff highlighting fields that conflict and a suggested survivor.
- 4Post the comparison to Slack with controls to choose the survivor and per-field winners.
- 5On approval, merge in HubSpot using the operator's selections and confirm the result back in the thread.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.