The Scenario
Data audit is next Monday. You're the CRM admin and the pre-audit checklist includes purging 30 duplicate and test company records from Pipeline CRM. Someone built a cleanup table in Excel last week with all the company IDs that need to go — they're in the Company ID column. The compliance team needs confirmation that each record was actually deleted before the audit starts.
The bad version:
- You open Pipeline CRM, search for the first company ID, navigate to the record, and click delete.
- You go back to the workbook, find the next ID, search the CRM again.
- On record 14, Pipeline CRM returns a "not found" message — probably already deleted in a previous cleanup run. You note it somewhere and move on.
- Thirty records. Thirty searches. A result log that's a mix of your memory and a notepad.
- The compliance team wants a formal record of what was deleted, not a best-effort list.
The audit is Monday. An informal notepad is not a compliance artifact.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the company IDs from the cleanup table, calls the Pipeline CRM delete endpoint for each one, and writes the result back into a Result column — deleted, not found, or error — giving you a formal audit trail inside the workbook.
Read the Purge List Excel table and delete each Pipeline CRM company whose ID is in the Company ID column — report any errors in column C
What You Get
- Each company ID in the Company ID column is submitted to the Pipeline CRM delete endpoint.
- A Result column receives "deleted," "not found," or "error" for every row.
- Records that don't exist in the CRM return "not found" rather than silently failing.
- All 30 records are processed in one operation — no CRM searches, no manual navigation.
What If the Data Is Not Quite Ready
I want to verify records exist before committing to deletion
For each Company ID in the Purge List worksheet, check whether the company exists in Pipeline CRM and write "exists" or "not found" into the Status column — do not delete anything until I confirm
Some IDs in the table may be stale from a previous export
For each Company ID in the Purge List worksheet, check whether a matching Pipeline CRM company exists. Write "found" or "not found" into the Status column. Then delete only the records marked "found" and update the Status column to "deleted" or "error."
I need to run purges from two different worksheets in one pass
Delete all Pipeline CRM companies whose IDs appear in the Company ID column of the Q1 Purge worksheet or the Q2 Purge worksheet. Write the result (deleted / not found / error) into the Result column of each respective worksheet.
Full purge with compliance summary in one shot
Delete every Pipeline CRM company whose ID appears in the Company ID column of the Purge List worksheet. Write deleted, not found, or error into the Result column. Then write a summary in cell E1 of the Purge List worksheet showing total deleted, total not found, and total errors.
One prompt runs the deletion and produces the compliance summary.
Try It
Get the 7-day free trial of SheetXAI and open your cleanup workbook in Excel before your next data audit, then ask it to purge the listed Pipeline CRM company records and write back a result column you can hand directly to the compliance team. See also: bulk-updating company records with corrected data and exporting companies for enrichment.