RevOps and data quality agents

The RevOps & Data quality area holds CRM Deal Health (hygiene scan of a sample of deals), Auditor (rule-by-rule data-quality audit of one deal) and Dedup & Merge (find duplicate contacts and companies and merge approved pairs). All three have a flat price with no depth choice.

Use it to check how well your team keeps deals up to date. One run scans a workspace sample: your latest 10 closed won or lost deals plus 2 open deals. It produces a health score, field completeness, findings per deal (missing core fields, activity and task gaps, missing summaries, ownership issues), systemic issues and next actions. HubSpot updates, for each flagged deal (up to 10): a note listing missing or incomplete fields, the Alignify field alignify_data_quality_severity, and a task for the deal owner when the finding is high or critical. Schedules: at a set time (one workspace scan per slot). Price: a flat 3 credits per scan.

Use it to audit one deal, its company and contacts against a fixed set of CRM data-quality rules. It does not use AI: the same data always gives the same result. It produces a score, counts by severity and rule-by-rule findings with evidence and the fix. HubSpot updates: a findings note on the deal, the Alignify field alignify_audit_score, and a task for the deal owner when there are high or critical findings. Runs on demand only; your own rule sets are not supported yet. Price: a flat 1 credit per audit.

Use it to find duplicate contacts and companies. One scan reads the first 250 contacts and 250 companies of the workspace and produces duplicate clusters with evidence, blockers and merge previews. The scan changes nothing in HubSpot except a "possible duplicate" note on the main record of up to 10 clusters (through WriteBacks). Merging is separate: on the run's report an owner or admin approves one pair (main record plus one duplicate) at a time; the merge is done in HubSpot and cannot be undone. Nothing is ever merged automatically or in bulk. Runs on demand only. Price: a flat 1 credit per scan; approving merges is free.