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 sheet last week with all the company IDs that need to go — they're in column A. 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 sheet, find the next ID, search the CRM again.
- On record 14, you search for a company ID and Pipeline CRM returns a "not found" message — probably already deleted during a previous cleanup run. You're not sure. You note it on a notepad.
- Thirty records. Thirty searches. No clean audit trail at the end, just a notepad with some question marks.
The audit is Monday. You need a timestamped log of what was deleted, not a notepad.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the company IDs from column A, calls the Pipeline CRM delete endpoint for each one, and writes the result back into column B — deleted, not found, or error — giving you a complete audit trail in the sheet itself.
Delete every company in Pipeline CRM whose ID appears in column A of the Delete Queue sheet, and write the result (deleted / not found / error) into column B
What You Get
- Each company ID in column A is submitted to the Pipeline CRM delete endpoint.
- Column B receives "deleted," "not found," or "error" for every row — a row-level audit log without logging into the CRM.
- Records that were already deleted or never existed return "not found" instead of causing a silent failure.
- All 30 records are processed in one operation, not one search at a time.
What If the Data Is Not Quite Ready
I want to verify each record exists before deleting
For each company ID in column A of the Delete Queue sheet, first check whether the company exists in Pipeline CRM. Write "exists" or "not found" into column B. Then ask me to confirm before deleting any records.
Some IDs in the sheet might be leads or deals, not companies
For each ID in column A of the Delete Queue sheet, check whether a matching Pipeline CRM company exists. Write "company found," "no match," or "error" into column B — do not delete anything yet
I need to delete companies from two different sheets in one run
Delete all Pipeline CRM companies whose IDs appear in column A of the Q1 Cleanup sheet or column A of the Q2 Cleanup sheet. Write the result (deleted / not found / error) into column B of each respective sheet.
Full pre-audit purge with summary in one shot
Delete every Pipeline CRM company whose ID appears in column A of the Delete Queue sheet. Write the result (deleted / not found / error) into column B. Then write a summary in cell D1 showing how many were deleted, how many were not found, and how many errored.
One prompt runs the purge and produces the audit summary.
Try It
Get the 7-day free trial of SheetXAI and open your cleanup spreadsheet in Google Sheets 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 to the compliance team. See also: bulk-updating company records with corrected data and exporting companies for enrichment.