What You Get.
- Data audit. We review your records (in HubSpot or in your source system) and identify duplicates, gaps, formatting inconsistencies, and missing fields.
- Deduplication. We merge duplicate contacts, companies, and deals.
- Standardization. We clean up formatting, normalize values (country names, phone formats, lifecycle stages), and fill critical gaps.
- Field mapping. For migrations: we map fields between your source system and HubSpot so data lands in the right properties.
- Test import. For migrations: we run a test import with a subset of your data and review it with your team before the full migration.
- Final migration. For migrations: we import the full dataset and validate record counts, associations, and field accuracy.
- Validation. We verify data integrity after cleanup or import: associations, property values, and list membership.
How It Works.
1. We audit your data: either in HubSpot (for cleanup) or in your source system (for migration).
2. We clean records, resolve duplicates, and standardize formatting.
3. For migrations: we map fields, run a test import, and review it with your team.
4. We complete the work and validate the results with your team.
Is This Right For You?
Moving to HubSpot:
- You are switching from spreadsheets, Pipedrive, Close or another CRM and want clean data from day one.
- You merged companies or teams and need to consolidate records into one system.
Fixing existing HubSpot data:
- Your HubSpot portal has duplicates, outdated records, inconsistent formatting, or missing fields.
- You are about to build dashboards or automations and need reliable data first.
- Your team does not trust the numbers in HubSpot because the data behind them is messy.
