Hi all 
I have a medium-sized issue that I need help with. We’ve been using HubSpot for just under a year, utilizing the Gmail Sales Extension so that everyone on our team is able to connect emails to contact records. The trouble I’m having as an Admin is culling through the HUGE amount of contacts that have been created over time simply from people replying all to an email. In a lot of cases, these are contacts that don’t need to be in our database at all because they were simply copied in by our main sales contact.
What’s the best way I can go about filtering out these contacts to delete them from our database? I want to make sure I have a scalable way of doing this weekly/monthly if possible. Once this is figured out, we’ll train our team on the correct settings to have toggled in Gmail Extension.
Hi @JTzintzun,
Contacts created through the sales extension have the “Original source drill-down 1” value “Extension”. That’s how you can filter, find and delete them. I’d suggest creating a list that you can check.
Alternatively, you could even enroll these contacts in a workflow to notify their contact owner – to let them know that they should fill certain fields or delete the contact, for example.
Let me know if you have any follow-up questions!
Hi @karstenkoehler ,
Thanks for the suggestion! Do you have a recommendation for weeding out the ones that have not been contacted directly in, for example, 60 days? Some contacts we obviously do want to keep. It’s just a matter of finding a scalable way to keep the ones we want, and add to a list those that were mistakenly added to the CRM. Thanks!
Hi @JTzintzun,
That depends on your definition of ‘mistakenly added’. You could filter for “Create date is more than 60 days ago” in addition to the original source drill-down 1. Whether it’s a valid contact or not depends on how you define valid.
Best regards!
That makes sense. I’ll give that a shot and see how it helps. Thanks again, appreciate it!