---
name: al-011-duplicate-contact-finder
description: "Clean your CRM by spotting duplicates and suggesting merges. Use when the user wants help with crm hygiene (sales) for a small business."
---

# Duplicate contact finder

Clean your CRM by spotting duplicates and suggesting merges.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

Here is a CRM export (name, email, company, phone): [paste CSV]. Find likely duplicates (similar names, same domain, same phone), list them in pairs with a confidence level, and suggest which record to keep.

## Safety checks (share these with the user)

- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini, Zapier, Make, n8n + an LLM
- Based on this real-world example: https://monday.com/blog/ai-agents/ai-agent-examples/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-011-duplicate-contact-finder/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/