Pipeline risk auditor
Find stale deals, missing next steps, renewal risk, and forecast drift before review.
- Uses
- HubSpotSalesforceGoogle CalendarGmailSlack
- Delivers
- Ranked risk list with suggested follow-ups and owner actions.
Recipes
Sales recipe
CRM hygiene assistant
Keep contacts, stages, next steps, duplicates, and notes clean without manual HubSpot/Salesforce gardening.
Description
CRM hygiene assistant is for Sales and RevOps teams that need to keep contacts, stages, next steps, duplicates, and notes clean without manual HubSpot/Salesforce gardening.
Luffy checks
HubSpot, Salesforce, Slack, Google Calendar, Granola, or custom apps you set up.
Delivers
Clean-up report, proposed field updates, duplicate merges, and stale-record list.
Approval boundary
Suggest by default; merges and field updates require approval.
Setup
Map editable HubSpot/Salesforce fields and safe write boundaries.
People also use
Related recipes
These pair with crm hygiene assistant when the same team needs adjacent work to run through Luffy.
Sales leaderboard
Make rep activity, call volume, conversion, and stale follow-ups visible every week.
- Uses
- HubSpotSalesforceFathomGoogle CalendarGoogle Sheets
- Delivers
- Leaderboard with wins, risks, stale deals, and coaching prompts.
New lead researcher
Research, enrich, and route every new lead before it goes cold.
- Uses
- SlackGoogle SheetsHubSpotApolloLinkedIn
- Delivers
- Enriched lead summary, HubSpot note, fit reason, and recommended next action.
Sales call tracker
Turn call transcripts into HubSpot-ready outcomes, next steps, and sales coaching signals.
- Uses
- FathomGranolaGoogle CalendarHubSpotGoogle SheetsSlack
- Delivers
- Call log, updated tracker, objections, next steps, and daily digest.
