Hey there—I am fairly new to a team that had an existing Hubspot account that was set up before I started. Our Hubspot is hug…

Hi @WhitneyLM , There is unfortunately no tool that does it all for you automatically – but a good starting point with recomm…

Hi @WhitneyLM As a HubSpot Partner we’ve found most organizations – to put it politely – have a mess in HubSpot. So, as @ka…

Thanks for recommending Koalify @Mike_Eastwood & @RNoll :folded_hands: @WhitneyLM you can try Koalify for free, or feel free…

For me, the answer depends on what kind of cleaning you’re doing. What actions are are you taking each day, and are those sam…

It’s a little bit of both really. For example, I will spend time de-duplicating contacts and get the list down from 3,000 or …

Koalify has done wonders for us, and Jonas is terrific to work with.

Oh yeah, dupes are horrible. Do you have a third party integration that could be causing them? We literally had 10,000 that w…

@WhitneyLM I am using Insycle for duplicates and data cleanup and so far it’s been great.

Hey @WhitneyLM — I’ve dealt with this exact cycle and it’s genuinely one of the most frustrating things in HubSpot. The reas…

That ‘clean today, messy tomorrow’ loop means the input side isn’t governed. You can break the cycle by adding validation on …

Well, you need to stop the bleeding, because all you’re doing now is wiping a wound. Create policy for users that will be us…

Ideas/Tools to clean up Hubspot

Mike_Eastwood October 28, 2024, 8:35pm 6

Have you seen https://koalify.io it automatically de-duplicates. If you have any questions talk to @Jonas_De_Mets he’s the expert!

Mike

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