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We have a lot of contacts that come through that are tests, or incorrectly spelt.
We also have a lot of companies created automatically because of the setting that creates companies from the emails domain. I want to keep this function on as I do not want to have to manually associate contacts to companies. I have asked hubspot and you cannot have one without the other currently.
If there a best practice for removal of contacts and companies from hubspot? What should be considered when determining it is ok to remove contacts and companies in large numbers.
Typically this would be considered as part of a deletion concept, and unfortunately there isn't a clear-cut answer on what exactly to delete and what to keep.
Generally, you'd have to come up with filter criteria that "catch" the types of record you want to delete.
For test email addresses, for example, you could consider the the following:
For companies, I would look at records with the following criteria:
Company domain name is unknown
Review duplicates company (by company domain name) in duplicates tool or using integrations like Koalify
Number of associated contacts is 0
If you have specific examples or more "symptoms", I can elaborate. There is unfortunately no "remove everything that's irrelevant" button, you first need to define what's relevant and what's not.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
We have a lot of contacts that come through that are tests, or incorrectly spelt.
We also have a lot of companies created automatically because of the setting that creates companies from the emails domain. I want to keep this function on as I do not want to have to manually associate contacts to companies. I have asked hubspot and you cannot have one without the other currently.
If there a best practice for removal of contacts and companies from hubspot? What should be considered when determining it is ok to remove contacts and companies in large numbers.
When it comes to removing contacts and companies from HubSpot, it’s essential to establish a clear process to ensure you maintain data integrity while cleaning up your database. Best practices include regularly reviewing and identifying duplicates, such as test contacts or incorrectly spelled entries, and setting criteria for removal like inactivity over a certain period or invalid email addresses.
Typically this would be considered as part of a deletion concept, and unfortunately there isn't a clear-cut answer on what exactly to delete and what to keep.
Generally, you'd have to come up with filter criteria that "catch" the types of record you want to delete.
For test email addresses, for example, you could consider the the following:
For companies, I would look at records with the following criteria:
Company domain name is unknown
Review duplicates company (by company domain name) in duplicates tool or using integrations like Koalify
Number of associated contacts is 0
If you have specific examples or more "symptoms", I can elaborate. There is unfortunately no "remove everything that's irrelevant" button, you first need to define what's relevant and what's not.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer