01
Continuously find duplicate groups
Scan companies and contacts, then prioritize groups by confidence, match score, matching fields, and recent activity context instead of waiting for a cleanup project.
Solution 05 / Foundation
Clean CRM.
On autopilot.
GTM² puts CRM cleaning on a governed autopilot with agentic deduping that finds likely duplicate people and companies, explains the evidence, chooses safe survivorship, and preserves an audit trail.
The quality ceiling
Agentic systems are only as good as the data they inherit.
GTM² continuously finds likely duplicate companies and contacts, scores the match, exposes the supporting fields, and applies field-level survivorship. Start with human review, then let trusted rules and confidence thresholds handle dependable patterns while ambiguous decisions stay visible.
- 01
Scan accounts and contacts
Run a combined or object-specific scan against the connected CRM data.
- 02
Inspect the match
Review confidence, score, reason, candidate records, matching fields, and recent activity.
- 03
Choose the survivor
Pick the primary record and decide which value wins for every editable field conflict.
- 04
Merge, learn, and audit
Run the merge in HubSpot, retain the attempt and decisions, and use trusted outcomes to move repeatable cleanup toward autopilot.
Agentic deduping
Evidence decides what is safe to automate.
02
Choose what survives
Select the primary HubSpot record and make field-by-field choices when populated values conflict before the merge runs.
03
Teach the autopilot its boundary
Review early decisions, mark bad matches, and use explicit confidence and agent-review thresholds before trusted patterns run unattended.
04
Retain operational history
Track merge attempts, status, field decisions, and temporary recovery-snapshot availability even after the duplicate group is gone.
Use cases / where to start
Keep the customer model ready for every agent.
Clean CRM is ongoing infrastructure for reliable automation. Start with human review, learn which patterns are dependable, and move only trusted decisions onto autopilot.
Lead capture01
Unify repeat form submissions
Bring a returning person back to one contact history instead of creating parallel lifecycle and ownership trails.
Account data02
Rejoin company aliases
Review likely company duplicates so contacts, deals, activity, and attribution point back to the intended account.
Agentic hygiene03
Move trusted patterns to a conservative autopilot
Set confidence thresholds and approved rules, choose survivorship, and require agent review wherever the evidence is not strong enough.
Give every agent a customer model it can trust.
Run the first scan in review mode, resolve the obvious duplicate groups, and move the patterns that earn trust onto a governed autopilot.