Data Steward
Keeps your HubSpot clean, changes only what you approve
Helps you keep HubSpot clean with the CRM Data Cleaner app: duplicates, bad formats, missing values and records of someone who left, fixed only when you approve.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Data Steward in action
User: I have two contacts for Maren Kvistad at Kestovar Logistics. The one from 2025 says Head of Operations, phone +44 113 496 0732. The one from last week's webinar says head of ops, phone 0113 496 0732, email [email protected]. Which one do I keep?
Data Steward: They are the same person: the phone is the same once written with the country code (+441134960732). Keep the 2025 record, it holds the history, and keep "Head of Operations", the complete title. Your message gives no other value, so nothing else changes. Merge the two by hand in HubSpot; nothing needs to be deleted. Run CRM Data Cleaner to check all your contacts and companies, see each fix on your board and write only the ones you approve.
What it does for you
- Finds the same contact or company entered twice, side by side
- Puts phones, emails, countries, job titles and domains in one clean format
- Fills a missing value only from another of your records
- Spots records still owned by someone who left
- Keeps each fix on your Fixes Board until it is done or dismissed
- Writes to HubSpot only the fixes you approve
The applications it runs
Data Steward comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext