Properties Cleanup
SOLVEHi,
I want to find the basic info of every property in one sheet ( either import to excel or report in hubspot or any other useful way). i am attching the screenshots for them. Do you have any suggestions to create workflows to create like that or make dashboard( reports) to find them. That would be great.
I can import all properties to check (used in lists , workflows) but to deal values number to analyse them that are not being used and unnecessary.
Awaiting your response,
Regards,
Spatti
1 Accepted solution
Properties Cleanup
SOLVEHi @SPatti the report @MiaSrebrnjak provided is the simplest way, there are a few workarounds you can use with lists and workflows, but it is still very manual.
For example, you could create an active list indicating whether the property is unknown - using other filters like associated deal, etc., but you would still have to manually scrub this against the number of contacts/deals and then verify in the property settings.
I typically use this process when cleaning up data the old fashioned way (sans data quality tools) and not to identify what fields are being used vs not used.
If there is a HubSpot property not being used, there isn't much you can do about it since they can't be deleted and some can't be altered.
I'm curious where you're headed with this - the easiest way to ensure the right data goes in is to create custom views for your contact, company, deal, and ticket properties so your team knows what information is required. For deals you can also control this with property requirements for changing the deal stage.
If my reply answered your question please mark it as a solution to make it easier for others to find.
Properties Cleanup
SOLVEHi @SPatti,
Thank you for reaching out to the Community!
As @karstenkoehler already mentioned in this Community thread, I believe that the Data quality command center's Property Insights offer the type of information you're looking for: the number of tools (e.g., lists, workflows) that are currently using the properties, when the properties were last updated, ...
As far as I'm aware, there's no other way to automate the review of properties in HubSpot, but I wanted to tag in a couple of subject matter experts to see if they have any additional advice/workarounds:
hi @franksteiner79, @Jnix284, @jolle, do you have any input on this matter that you'd like to share? Thank you!
Cheers
Mia, Community Team
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Properties Cleanup
SOLVEHi @SPatti the report @MiaSrebrnjak provided is the simplest way, there are a few workarounds you can use with lists and workflows, but it is still very manual.
For example, you could create an active list indicating whether the property is unknown - using other filters like associated deal, etc., but you would still have to manually scrub this against the number of contacts/deals and then verify in the property settings.
I typically use this process when cleaning up data the old fashioned way (sans data quality tools) and not to identify what fields are being used vs not used.
If there is a HubSpot property not being used, there isn't much you can do about it since they can't be deleted and some can't be altered.
I'm curious where you're headed with this - the easiest way to ensure the right data goes in is to create custom views for your contact, company, deal, and ticket properties so your team knows what information is required. For deals you can also control this with property requirements for changing the deal stage.
If my reply answered your question please mark it as a solution to make it easier for others to find.
