Data Quality features en masse

[Schiste]

Data Quality features to clean up data are getting better and better. 

They help a lot to maintain databases quite clean. But at the moment, they are small scale features. They work when a few hundreds records are impacted, but wor DB with 100s of thousand of records, it's not leverageable as you can only clean records by "batch" of 50. 

IS there any way I missed to do that en masse, through workflows or the APIs. 

If not, is that planned in the coming months?

Thank you 🙂

[RBozeman · Accepted solution]

Yes it is definitely exciting to see HubSpot expanding their data quality offerings. The recent addition of being able to set associations in workflows is a huge help. 

Also just wanted to share about Insycle. Full disclosure, I work there. But Insycle monitors your HubSpot database for more than 30+ common data issues, and you can navigate directly to the template to fix each issue, and even schedule automation (or inject Insycle into workflows to clean records immediately after they are created). Here is an article that covers some of the issues Insycle allows you to fix.

[Schiste]

I would apply one of the proposed fix to all concerned records

[laurabren]

@Schiste I feel this deeply in my soul! We have a custom API with our primary source of truth (a member management system that holds payment/account info for our members), and so we can't merge contacts in HubSpot without first re-syncing the newly-created merged contact with that system (we have to update the HS user ID to link the two). This is managed by our developers so it's not super quick to do, and so we have a HUGE backlog of duplicates.

If we could programmatically manage duplicates (particularly by selecting our OWN criteria instead of relying on HubSpot's, but also selecting which properties to keep in the merge), it would go such a long way.

[Schiste]

Missing data like timezones which Hubspot offer to fill automatically

[Schiste]

The value is empty for example 🙂 

[karstenkoehler]

@Schiste if you could wave a wand, what should you be able to do at that point?

[karstenkoehler]

Hi @Schiste,

Can you give an example? Which data quality issue are you experiencing? HubSpot has a lot of tools that can be used for a lot of data quality issues but you're correct, these are not necessarily consolidated.

With an example or a few examples, I can elaborate.

Best regards