HubSpot Data Hub Implementation
I merge duplicates, standardize fields and set rules that keep every new record clean.
- phaseImplementation
- engagementProject
- productData Hub
The problem this solves
The same company sits in your database several times, every phone number has a different format, and nobody remembers why half the properties exist. Before each campaign someone exports a list to Excel and cleans it by hand, and the mess comes back with the next import.
How I work
I start with a review of your database: where duplicates come from, which fields everyone fills in differently, and which imports or integrations bring in errors. I back up the data before any merge, and we compare record counts before and after together.
Then I set up the Data Hub tools. Rules merge duplicate contacts and companies, formatting fixes names, phone numbers and addresses on every new record, and a unique tax ID property stops anyone from creating the same company twice. Data quality reports show whether the cleanup holds. I document the rules, so whoever owns the data on your side knows what runs and how to extend it.
What you get
- A write-up of your database: duplicates, field formats and sources of errors
- Merged duplicate contacts and companies, with a backup taken before cleanup
- Formatting rules for names, phone numbers and addresses
- Tax ID as a unique company property
- Data quality reports for ongoing monitoring
- Documented rules for whoever owns your data
What usually goes with this service 3
HubSpot Data Sync with Other Systems
Customer data flows between HubSpot and your finance system or store in a set direction, with no retyping.
Learn more
HubSpot Company Data Enrichment and Buying Signals
Company records get an address, industry and registration data, and reps see who is looking at what you sell.
Learn more
HubSpot Data Model and Calculated Properties
Revenue reports in HubSpot show the same numbers as finance, including multi-year contracts and renewals.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.