Thinkiyo

Salesforce Data-Cleaning Agents

Automated agents that keep your Salesforce records clean and complete.

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High-accuracy
Duplicate detection
Always-on
Continuous maintenance
Weekly
Hygiene reports
Any CRM
Works beyond Salesforce

Overview

AI agents that live inside Salesforce and continuously clean it. Not a one-time consultancy project, but an always-on maintenance layer that handles deduplication, normalisation, enrichment, and field validation so your instance stays clean and your downstream systems stay reliable.

What we build

Inside the Salesforce Data Cleaning build

  • Fuzzy Deduplication EngineIdentifies and merges duplicates across contacts, leads, and accounts using fuzzy matching on name, email, phone, company, and behavioural signals with confidence scoring and human review queues.
  • Field NormalisationPhone numbers to E.164, addresses validated against postal services, company names matched to canonical sources, all free-text fields brought into consistent format.
  • Record EnrichmentFills missing industry, headcount, revenue band, and decision-maker information using public company data, LinkedIn signals, and third-party providers.
  • Stale Record DetectionFlags lost deals with no disposition, opportunities missing next steps, and activity gaps that predict churn or deal slippage before they become problems.
  • Field Integrity ValidationValidates records against rules you define, for example ensuring every closed-won opportunity has an associated contact, product, and signed contract uploaded.
  • Weekly Hygiene ReportingDashboard showing what was cleaned, what is pending review, and where data quality is trending over time, delivered to Slack or email.

Sample workflows

How it runs in practice

01

Nightly Deduplication Run

Agents run nightly, comparing all new and modified records against the full instance. High-confidence duplicates are merged automatically. Edge cases land in a human review queue for a 5-minute daily triage.

02

New Lead Enrichment on Entry

Every new lead entering Salesforce is enriched within 60 seconds, company size, industry, LinkedIn profile, and tech stack appended before it hits any queue or sequence.

Stack

Tech we work with

SalesforceHubSpotPythonClaudeOpenAIn8nClearbitHunter

Frequently asked about this build

Will the agents make changes without my approval?

High-confidence deduplication runs automatically. Anything below your configured threshold goes to a review queue. You control the autonomy level per operation type.

Does this work with HubSpot or Pipedrive?

Yes, the agents are CRM-agnostic. We build connectors for Salesforce, HubSpot, Pipedrive, Zoho, and any CRM with an API.

How does enrichment handle data privacy?

All enrichment uses publicly available business data or approved third-party providers. We don't handle personal consumer data enrichment without explicit legal basis review.

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Every build is shipped from scratch around your exact workflows and tools, and the source code is yours to keep.

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