DigitalPeak
DP-05 Operations & Admin Self-serve setup

Data & Records Agent

Dirty data is a silent tax on every other system you run. Duplicate contacts split deal history. Stale records burn outreach on dead emails. The Data & Records Agent audits, fixes, and then stands guard — so the mess never rebuilds.

$299/mo · month-to-month

Hire the Data & Records Agent See pricing
WEEKLY-HYGIENE-REPORT.TXT
System:  HubSpot · 14,209 contacts · 3,481 companies
Period:  Mar 3 – Mar 9
Health:  92 / 100 (+6 this week)

MERGED     212 duplicate contacts  (log attached)
ENRICHED   340 records — titles, industry, company size
FLAGGED    57 hard-bounced emails → marked do-not-send
SYNCED     Billing ↔ CRM: 18 mismatched plans corrected

→ Needs you (2): possible merge on "Acme Inc / ACME LLC";
  owner reassignment for 31 records (rep departed).

Job Description

What the Data & Records Agent does all day

  • DeduplicationFinds and merges duplicate contacts and companies with full audit trail.
  • Record enrichmentFills missing titles, industries, and firmographics from public sources.
  • Cross-system syncKeeps CRM, email platform, and billing records consistent with each other.
  • Data-rot flaggingDetects bounced emails, dead numbers, and stale owners — and fixes or flags.
  • Field hygieneEnforces naming conventions, required fields, and picklist standards.
  • Weekly health reportOne-page scorecard: what was fixed, what needs a human decision.

Integrations

Plugs into the stack you already run

Connections are made during the onboarding wizard — a few clicks each, no engineering. Don't see your tool? Ask us; the list grows monthly.

  • HubSpot
  • Salesforce
  • Pipedrive
  • Mailchimp / Klaviyo
  • Stripe
  • QuickBooks
  • Google Sheets

You Hold the Leash

Oversight, built in

Every merge and edit is logged and reversible for 90 days. High-risk changes (merging companies, reassigning owners) queue for one-click human approval; routine hygiene runs on autopilot.

How Draft / Approve / Autopilot modes work

FAQ

About the Data & Records Agent

Can it break my CRM?
It works with reversible operations and a 90-day undo log, and starts in Approve mode where you confirm each change class before it runs unattended.
Which system is the source of truth?
You declare that per-field during onboarding — e.g., billing owns plan data, CRM owns owner and stage — and the agent enforces it in every sync.
How long does the initial cleanup take?
The first full audit typically runs 24–48 hours depending on record count, then produces a cleanup plan you approve before bulk changes execute.

Works Well With

Teammates to consider

DP-06
Operations & Admin

Ops Agent

Runs the internal grind: scheduling, routing, reports, chase-ups.

$349/mo Self-serve
DP-01
Sales & Outreach

Sales Agent

Fills your pipeline and never forgets a follow-up.

$499/mo Self-serve

Ready when you are

Put the Data & Records Agent to work.

Month-to-month. Guided setup. Full activity log from day one. If it isn't earning its seat, fire it in one click.

Hire the Data & Records Agent Browse the roster