• WHY INSYCLE
  • INTEGRATIONS
    • HUBSPOT
      • DUPLICATES
      • ABM
      • SALESFORCE SYNC
      • STANDARDIZE
      • CLEANSE
      • IMPORT
      • ASSOCIATE
      • WORKFLOWS
    • INTERCOM
      • DUPLICATES
    • MAILCHIMP
      • DUPLICATES
    • MARKETO
    • PIPEDRIVE
      • DUPLICATES
    • SALESFORCE
      • DUPLICATES
      • ABM
      • STANDARDIZE
      • IMPORT
      • CLEANSE
    • YEXT
    • ZENDESK
  • CRM DATA GRADER
  • PRICING
  • BLOG
  • LOGIN
  • Free Trial

How Insycle Automates the Process of Cleaning HubSpot Data

  • July 08, 2019
  • HUBSPOT, CLEANSE
Table of Contents
CRM Data Grader: Free Tool that Analyzes and Grades your CRM Data Quality Automatically.
    Search Google

    Recent Posts

    Archives

    • February 2021 (9)
    • April 2021 (7)
    • January 2021 (6)

    Categories

    • sales operations (23)
    • HUBSPOT (22)
    HubSpot Data Clean

    Bad HubSpot data got you down?

    Having incomplete, improperly formatted, and inaccurate data in your HubSpot database is a common problem. As any company grows, their customer and company databases are likely to contain a lot of bad data. It’s just an unavoidable fact of data collection.

    Bad data can come from many different sources. It can come from errors when importing or exporting a data set. It can come from human input error, either from your customers or your internal teams.


    But most companies have problems dealing with bad HubSpot data. As their databases grow, the problem worsens. Unfortunately, dealing with bad data becomes an even bigger problem the longer that you put it off. It can feel downright oppressive.

    That is — unless you use Insycle’s bulk data quality platform to fix your most common HubSpot data quality problems in just a few clicks.

    Our system makes it easy for you to identify and remedy common data quality issues including duplicate data, improper formatting, inaccurate data, and missing data.

    • Manually Editing Your HubSpot Data is a Waste of Valuable Resources
    • Insycle Lets You Put Cleaning Your HubSpot Data on Autopilot
      • Step #1: Identify Your Data Problem
      • Step #2: Create a Process for Fixing That Data Issue
      • Step #3: Schedule Automatic Runs
    • Say “Goodbye” to Bad HubSpot Data

    Manually Editing Your HubSpot Data is a Waste of Valuable Resources

    Bad data has serious real-world costs. According to a recent study, about 20% of the average database is dirty.

     

    hubspot data

    Source: Neil Patel

    If your company met that average and had 10,000 records in your HubSpot contacts database, approximately 2,000 records would contain bad data.

    This has an effect that reverberates throughout your organization.

    First, your marketing campaigns are going to suffer. When you have duplicate data, you may send the same promotions to the same person multiple times.

    When you personalize your messaging, bad data can have a huge impact on the effectiveness of those campaigns. What if you call someone by the wrong name? Send email promotions to the wrong email? Or mail critical information to the wrong address?

    And that doesn’t even begin to identify the operational costs can have on your business.

    When data problems are common in your HubSpot database, it's hard for your employees to have confidence in it.

    Your marketing teams will spend days (or weeks in large companies) trying to comb through their database and fix errors by hand. Even those that use Excel VLOOKUP automation will find that it is incredibly time-consuming and often they are unable to catch all of the errors.

    Your sales teams will also suffer from dealing with bad data. When they bring inaccurate information into a sales call, it’s embarrassing. They’ll want to avoid that and will start deep-diving into prospect records before hopping on a call, wasting valuable time that could be spent getting into touch with other prospects.

    Connect Insycle & HubSpot

    Insycle Lets You Put Cleaning Your HubSpot Data on Autopilot

    Yes, you heard right. No more spending hours combing through .CSV files fixing errors, only to have more pop up when you re-import the data. No more sifting through your HubSpot databases by hand, trying to find and remedy common data issues. No more worry from your sales and marketing teams.

    Insycle offers a completely automated data cleaning solution for ongoing data cleansing. Our system allows you to build out processes for cleaning up common data problems, then schedule those processes to run on a regular basis.

    The best part — it’s so easy to set up.

    Imagine spending ten minutes and never having to deal with mis-formatted phone numbers or addresses ever again. Or knowing that all of your duplicate data will be merged together into a master record on a weekly basis.

    Let’s dive into how our system automated data cleaning in HubSpot:

    Related articles

    What is CRM Data Maintenance and How It Affects B2B Marketing

    The Complete Guide to Data Cleaning

    How HubSpot Duplicate Contacts are Hurting Your Marketing Team and Straining Your Budget

    Step #1: Identify Your Data Problem

    First, figure out what kind of data problem you would like to solve. Insycle is capable of identifying and fixing all of the most common data problems in HubSpot contact and company databases.

    Some of the most common data problems that HubSpot users use Insycle to fix include:

    • Duplicate HubSpot data
    • Incomplete data (missing fields)
    • Inconsistent formatting (phone numbers, addresses, names)
    • Inaccurate data

    Those are just a few of the many different types of data problems that Insycle can automatically handle for HubSpot users.

    Once you know your problem, you can then build out a process within Insycle for correcting common issues associated with the problem that you are having.

    Step #2: Create a Process for Fixing That Data Issue

    Insycle makes it dead-simple for HubSpot users to create processes for cleaning their data. Not only does our system come complete with a number of process templates for solving common data issues,but you can also build your own and customize it to fit your specific needs.

    Let’s look at an example.

    Let’s say that you wanted to clean up the “First Names” field in your HubSpot or Salesforce contacts database.

    What are some of the common issues that you might encounter? Well, capitalization errors for one. You want to make sure that every first name is properly capitalized so you don’t send out emails addressed to “john.”

    You’ll also want to make sure that titles like “Mr.” or “Mrs.” aren’t included in the first name.

    Here’s an example process that we use to clean up common mistakes in the HubSpot first name field:

    hubspot data

     

    This particular process will clean up first names in a variety of ways:

    • It removes any leading or trailing spaces.
    • It removes any “Mr.” or “Mrs”, inclusions in the field.
    • It removes numbers and digits from all first names records.
    • It ensures that their names are properly capitalized.

    But you aren’t limited to names. Insycle cleans up data for any field in your HubSpot Database.

    Yes, any field.

    Names. Addresses. Phone numbers. Dates. Notes. URLs. Social media information. Any and every field in your HubSpot contacts, companies, and deals databases.

    Here’s an example of a process template for cleaning and formatting phone numbers:

    hubspot data

     

    Here’s an example of a template for formatting states in an address:

    hubspot data state region

     

    Insycle makes it simple to keep your entire database clean.

    Step #3: Schedule Automatic Runs

    When you create a process, you have two options. You can either run it one-time immediately, or you can schedule it to run automatically at regular intervals.

    For instance, you could set Insycle to run your phone number formatting process daily, weekly, or yearly.

    automate hubspot data cleaning

     

    This option is available for every single process that you set up in Insycle. You could create a process for every field in your database and schedule it to run on a weekly or monthly basis if you would like.

    That’s right — you can put your HubSpot data cleaning on autopilot using Insycle.

    Even better — you can make sure that you have a chance to review changes made to your data before it goes live. That way you know that you aren’t accidentally altering fields that you didn’t mean to.

    Say “Goodbye” to Bad HubSpot Data

    If you don’t have a HubSpot data cleaning solution in place, you are wasting marketing budget dollars and the valuable time of your team.

    Insycle makes it dead-simple to automate the most common HubSpot data issues.

    Want to give it a try?

    Sign up for Insycle free today.

    Tags: HUBSPOT CLEANSE

    Share this post

    linkedin facebook twitter pinterest google plus email

    Insycle

    • Overview
    • Why Insycle
    • Customer Data Health Assessment
    • Company
    • Press
    • Pricing
    • Marketing Agencies
    • Blog
    • Login
    • Free Trial
    • COVID-19

    Product

    • Video Gallery
    • Help Center
    • G2 Reviews
    • HubSpot
    • Intercom
    • Mailchimp
    • Marketo
    • Pipedrive
    • Salesforce
    • Yext
    • Zendesk

    Legal

    • Privacy Policy
    • Terms of Service
    • Security
    • Data Processing Addendum
    • Data Privacy Transparency Report
    • Third Party Sub-Processors
    • Insycle is a leader in Data Quality on G2Insycle is a leader in Data Quality on G2

    Contact

    • Contact Us
    • Trial Feedback
    • LinkedIn
    • Twitter
    • Facebook
    • Cookies and Tracking
    • Insycle is a leader in Data Quality on G2Insycle is a leader in Data Quality on G2

    Data Strategy

    • The Business Impact of Not Maintaining CRM Data
    • Four Phases of Customer Data Management Evolution
    • 12 Growth-Boosting Reasons to Improve your Customer Data Management
    • Why Data Management Is So Time-Consuming And How Recipes Can Help
    • Why Effective Customer Segmentation is Critical for Driving Growth
    • 7 Ways Insycle’s Health Assessment Helps Companies Reach Their Business Objectives

    Data Quality

    • Find & Fix CRM Data Issues using the Data Health Assessment Tool
    • The Complete Guide to CRM Data Cleaning
    • Why Dirty CRM Data Harms Your Marketing
    • Why You Should Care About Phone Number Formatting In Your CRM (and How to Fix Them)
    • 5 Steps for CRM Data Standardization
    • 4 Data Cleansing Best Practices
    • Fixing Inconsistent State & Country Fields That Break HubSpot Salesforce Sync

    Data Operations

    • How to Become a Customer Data Wizard Using the ‘Transform Data’ Tool
    • The Complete Guide to Bulk Updating CRM Data Without Using Excel
    • Sharing CRM Data: Why Exporting is Painful and How to Automate It
    • How to Clean Import Contacts and Improve Your ROI
    • The Business Case Against Improperly Associated Contacts and Companies in Your CRM
    • Customer Data Management: 6 Reasons for Day-to-Day Data Collaboration

    Trending Blog Posts

    • How to Merge Duplicates in HubSpot and Salesforce and Keep them Syncing
    • How Insycle Solves Common Problems with HubSpot and Salesforce Integration
    • Insycle Insiders: James Marshall, Systems Analyst at Kitchen Magic
    • How Quick Attach Used the Insycle Workflow Integration with HubSpot to Resolve CRM Data Issues and Improve Customer Experience
    • What is Data Scrubbing and Why Is It Important for Companies?
    • The Ultimate CRM Data Cleanup Checklist
    Copyright © 2022 Insycle, Inc. | All Rights Reserved | Made in New York, NY