I will audit, clean, and deduplicate your hubspot CRM data
HubSpot CRM and Automation Specialist
About this Gig
Is your HubSpot CRM messy, duplicated, outdated, or hard to manage?
I will audit, clean, and deduplicate your HubSpot CRM data within the agreed scope so your contacts, companies, deals, and properties are easier to use for sales, marketing, reporting, and automation.
I can help with:
- Duplicate contact or company review
- Missing, incorrect, or inconsistent CRM data
- Contact, company, deal, or property cleanup
- Name, email, phone, company, and field formatting
- Lifecycle stage, owner, list, and property review
- Basic CRM data quality audit
- Cleanup notes and recommendations
I will not delete or merge important records without approval.
Large databases, complex imports, migration issues, or advanced cleanup rules may require a custom offer. Please message me before ordering if your CRM has many records or complex data issues.
FAQ
1. What is included in the Basic package?
• Review agreed-scope CRM records • Check duplicate contacts or companies • Identify missing or inconsistent data • Review key properties and fields • Provide cleanup notes • Recommend next steps
2. What is included in the Standard package?
• CRM data audit • Duplicate contact or company review • Clean agreed-scope contact/company/deal data • Fix formatting or inconsistent fields where possible • Review key properties and lifecycle stages • Cleanup summary and improvement notes
3. What is included in the Premium package?
• Larger agreed-scope CRM data review • Contact, company, deal, and property cleanup • Duplicate review and merge recommendations where possible • Lifecycle stage, owner, and list data review • Data quality improvement notes • Cleanup summary and documentation
4. What do you need from me to start?
I need temporary HubSpot user access, cleanup goals, record/object details, field rules, sample issues, and approval before major cleanup actions. Please do not share passwords.
5. Can you remove duplicate contacts in HubSpot?
Yes. I can review duplicate contacts or companies and help clean them where possible, based on HubSpot access, data quality, and package scope.
6. Can you clean imported HubSpot data?
Yes. I can clean imported data if it is already inside HubSpot. Full CRM migration or large import projects require a separate custom order.
7. Will you delete records from my CRM?
I will not delete records without approval. I can review, flag, clean, merge, or recommend actions based on the agreed scope.
8. What if my CRM has thousands of records?
Large databases need a custom offer. Please message me first with the record count, objects involved, and cleanup goals.
