HubSpot Hygiene

HubSpot Hygiene

Four hygiene scans in one run: property bloat, duplicate records, email typos, and field completeness — ranked by impact with a shared priority queue.

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Scans all company, contact, and deal properties in use across your records and flags candidates for deprecation — properties with <10% fill rate, redundant fields, and legacy naming patterns. Gives you the list to bring into your next CRM admin review.

Identifies potential duplicate companies and contacts using name similarity, domain matching, and record clustering. Each cluster shows the likely "winner" record and the dupes to merge or delete, with a conflict summary when the records disagree on owner, lifecycle stage, or deal count.

Flags common email-format errors (missing @, double-dot, common domain misspellings), phone-number formatting mismatches, and obvious name-field data entry errors (all-caps, placeholder text, test records). Delivers a correctable-record list sorted by object type.

Checks fill rates for the fields that matter most to renewal reporting: renewal date, ARR/amount, contract end, owner, lifecycle stage, and close date. Ranks records by gap severity and cross-links to Required Field Audit for deeper remediation.

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@basecommand

Since: May 13, 2024

Followers: 2

Agents Built: 43

Avg Agent Rating: N/A