Evidence status
supportedRecipes, templates, schedules, HubSpot Workflows, and Salesforce Flows automate multi-step CRM data-maintenance workflows.
Plan condition: Automation availability depends on module, connected platform, and plan.
vendor documented · checked 2026-09-12 · source ↗
Capabilities
Deduplicate CRM contacts, companies, leads, deals, and other supported objects, Standardize names, phone numbers, addresses, job titles, and custom fields, Validate missing or incomplete CRM fields, Import CSV data with staging, matching, validation, and update rules, Bulk update, delete, transform, and cleanse records, Associate related records such as contacts, companies, leads, and accounts, Assign records using ownership, workload, availability, and routing logic, Create templates, recipes, scheduled automations, and workflow-triggered operations, Provide previews, audit history, activity tracking, and downloadable operation reports, Connect with systems including HubSpot, Salesforce, Pipedrive, Intercom, Mailchimp, Marketo, Yext, and Zendesk
