I will clean up, deduplicate, organise your hubspot CRM
HubSpot CRM 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Is your HubSpot CRM messy, duplicated, outdated, or hard to manage?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. Based on need, I'll provide a full data cleanse to ensure everything is accurate, complete, and properly structured.
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.
#HubSpot CRM cleanup #hubspot cleanup #crm cleanup #crm deduplication #hubspot crm #data quality
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.
