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Demystify OS

Skill in Demystify Skills Hub

CRM contact cleanup

Names, phones and emails tidied, and duplicate contacts listed for merging.

Provisioned on requestR2 Acts after approval. On request, as of 4 Nov 2026.

Names, phones and emails tidied, and duplicate contacts listed for merging. This skill is in the Sales and CRM category at risk tier R2, acts after approval. A person is designed to decide at step 4. It is on request as of 4 Nov 2026, with no measured run yet.

How it works

The steps

  1. 1

    Read the contact list.

  2. 2

    Standardise names, phone numbers and emails.

  3. 3

    Find likely duplicate contacts.

  4. 4

    A person approves each merge.Designed: a person decides here.

Detail

What it needs and where it stops

What it needs from you
  • Contact list
What it needs connected
  • CRM export file
Risk tier R2: Acts after approval
Designed to act only after a person approves that step. Where a person is designed to decide: A person approves each merge. These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.
Status and what is not claimed
It is on request as of 4 Nov 2026: a catalogue entry we set up with you. No run of it has been measured yet, and nothing here claims it installs, syncs or streams on its own today.
India

WhatsApp, DPDP.

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