Automated CRM hygiene while you sleep

Schedule automated data quality checks that run daily, weekly, or monthly. Catch stale data, missing fields, and process violations before they hurt your forecast.

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Scheduled vs. Real-Time: When to use each

📡 Live Alerts

Trigger immediately when something happens

  • ✓ New lead created
  • ✓ Deal stage changes
  • ✓ Opportunity won/lost
  • ✓ High-value record created
Best for:
Time-sensitive events requiring immediate action

✨ Cleaning Rules

Run on a schedule to find existing problems

  • ✓ Stale close dates
  • ✓ Missing required fields
  • ✓ Records needing follow-up
  • ✓ Weekly/monthly audits
Best for:
Proactive data hygiene and maintenance

Run on your team's schedule

Flexible scheduling options to fit your workflow

📅 Daily

Run every day at a specific time

Example: Every day at 9:00 AM EST, find all opportunities with close dates in the past

📆 Weekly

Specific days of the week

Example: Every Monday and Thursday at 10:00 AM, check for missing next steps

📊 Monthly

First or last day of month

Example: First of every month, find accounts with contracts expiring in 60-90 days

Advanced Options:

⏰ Timezone Support

Run in your team's timezone

🗓️ Schedule Cancel Date

Auto-deactivate after a certain date

Fix these problems automatically

📅

Stale Close Dates

Opportunities with close dates in the past but still open

Impact: Pollutes your forecast, makes reports unreliable
📝

Missing Required Fields

Records missing Next Steps, Contact Role, or other key fields

Impact: Incomplete data leads to poor decision-making
👤

Inactive Owners

Records assigned to users who left the company

Impact: Leads and deals fall through cracks
🔄

Duplicate Records

Multiple contacts or accounts for the same entity

Impact: Confusion, wasted effort, bad customer experience
💤

Outdated Information

Last activity date >90 days ago, no recent engagement

Impact: Pipeline bloat, inaccurate forecasting
⚙️

Process Violations

Deals advancing stages without completing required tasks

Impact: Inconsistent sales process, lower win rates

Real cleaning automation examples

📅

Stale Opportunities Cleanup

Schedule
Every Monday at 9am
Conditions
Open opportunities, close date in past
Action
Alert owner to update
Result: Close date accuracy improved from 60% to 90%
📝

Missing Next Steps Enforcement

Schedule
Every Friday at 3pm
Conditions
Open opps assigned to me, Next Steps is empty
Action
DM reminder + update button
Result: 95% compliance with required fields
🔄

Renewal Pipeline Builder

Schedule
First of every month
Conditions
Accounts with contract end date in 60-90 days
Action
Alert CSM, create renewal opp
Result: Zero missed renewals

See your data quality improve over time

Cleaning rules track how many records matched each run, so you can measure improvement

Example: Stale Opportunities Trend

45
39
30
21
12
8
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
↓ 82% reduction
in stale opportunities over 6 weeks

Pre-built cleaning rule templates

Deploy proven data hygiene workflows in one click

Browse Cleaning Templates

Ready to automate your CRM data hygiene?

Set up your first cleaning rule in under 5 minutes. Watch your data quality improve.
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