Click through how a HubSpot Data Agent and a custom agent find duplicates, missing fields, unlinked contacts and dead deals, fix the safe ones automatically and send the risky ones to a person.
Click the numbered orange boxes in the guide to jump to each part of the screen. Illustrative mockup with fictional data.
CRM Hygiene Patrol is a standing agent that scans your HubSpot portal every night, fixes low-risk data problems on its own and queues merges and conflicts for approval, so reporting, routing and every other agent run on clean data.
CRM data decays every day through imports, form fills and job changes. Duplicates split activity history, blank fields break routing, and deals with no next step inflate the forecast. Every AI agent you deploy afterwards inherits the mess.
Hygiene rules mapped to your dedupe logic, the nightly patrol agent, a cleanup queue, approval gates, a data quality score and a monthly scorecard.
It's HubSpot's AI agent for research and data enrichment. It can answer questions about records and fill properties, like a company's industry, using public sources and your CRM data.
No. In this play merges always need approval. The agent explains why two records look like duplicates and which field values it would keep, and a RevOps admin approves or rejects.
Most of the backlog is fixed in the first few nightly runs. The real value is that the patrol keeps running, so new duplicates and blank fields are caught within a day.
Prospecting, Customer and Data agents all read your CRM. If the data is wrong, their answers and emails are wrong. Hygiene is the cheapest way to improve every other agent at once.
We scan your portal, write the rules with your RevOps team and run the patrol for 30 days with every change logged and reversible.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
