CRM Data Cleaner
Find what needs fixing in your HubSpot and fix only what you approve.
What installing it brings
- 1 workflow40 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Find what needs fixing in your HubSpot and fix only what you approve. The app reads your newest contacts and companies (500 by default, up to 2,000) and finds the same contact or company entered twice, shown side by side; emails, phones, countries, job titles and company domains written badly; missing values that another of your records already holds (a contact's country from its company, a company's domain from its contacts); and records still owned by someone who left. Every suggested value comes from your own records and is checked by rules: the AI only picks the best existing value when two duplicates disagree, and never makes one up. Each issue becomes a card on your Fixes Board. Move the ones you accept to Approved and run in Apply mode: only those fixes are written, and only when HubSpot still holds the old value. Duplicates are merged by hand in HubSpot; nothing is ever deleted. Settings: how many records, which checks, which duplicate to keep, a country for phones without a country code, country format, an owner for records of someone who left, language. Needs HubSpot (contacts, companies and owners).
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 40 steps, 1 screen.
Published by
livecontext
@livecontext