Clean data. Clear decisions. Less manual work.
Reliable CRM performance requires a focused HubSpot data cleanup to eliminate manual work and restore trust in your system. By actively removing duplicates and fixing structural inconsistencies, this process ensures your teams can depend on accurate information.
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When bad data becomes a daily problem
Unreliable data—not a lack of features—is the primary reason HubSpot portals fail. When the information inside the system cannot be trusted, teams waste hours validating records before taking any action. Reports display conflicting numbers depending on who built them, and the CRM quickly ceases to be a single source of truth.
Duplicate records create confusion
Multiple versions of the same contact or company mean no one knows which record is correct or which one to update.
Properties used inconsistently
Inconsistent data reporting occurs when different teams interpret the same CRM fields differently, creating records that change meaning depending on who entered them.
Reports change depending on who built them
Inaccurate reporting happens when the underlying data and field logic are not standardized across your CRM. You can pull the exact same report twice and get entirely different numbers simply depending on who built it.
Manual checks before every action
Operational bottlenecks occur when your team must verify data before they can actually use it, turning every simple task into a tedious, multi-step validation process.
Teams argue about what's correct
Conflicting data in your CRM causes internal friction between sales and marketing teams. When HubSpot displays different information depending on where you look, stakeholders naturally debate which source to trust.
Spreadsheets replace the CRM
System abandonment occurs when your CRM is no longer the system of record. When people trust their own Excel files more than HubSpot, it is a clear sign that data integrity has failed.
What the Data Hygiene Sprint does
The Data Hygiene Sprint is a comprehensive HubSpot data cleanup designed to reset the foundation of your portal and restore information reliability.
This process goes beyond surface-level fixes by removing noise, standardizing data capture and updates, and correcting the underlying rules that generate bad data in the first place. Delivered in 3–6 weeks,
The goal is simple: transform HubSpot into a single source of truth where teams can fully trust the data they see.
What's included in the sprint
Duplicate management
- Identification of duplicate contacts and companies
- Deduplication using best-practice rules
- Merge strategy that preserves critical data
- Ongoing duplicate prevention logic
Property and field cleanup
- Review of all custom properties
- Removal or consolidation of unused fields
- Standardization of key dropdowns and values
- Clear naming conventions across all properties
Data consistency fixes
- Normalization of lifecycle and lead status values
- Fixing mismatched or conflicting data
- Alignment between teams on what fields actually mean
- Consistent formatting across records
Automation and workflow review
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Review of workflows that create or overwrite data
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Fixes to prevent bad data from reappearing
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Clear ownership rules for critical fields
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Validation logic to catch errors at entry
Documentation and guidelines
- Summary of all changes made
- Before/after data quality metrics
- Guidelines to keep data clean going forward
- Team training on new standards
We collaborate with companies all around the world
How it works
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Week 1: Assessment
Kick-off to align on goals and priorities. We audit your data to identify the biggest issues and create a cleanup plan.
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Week 2-4: Cleanup execution
We deduplicate records, standardize properties, fix inconsistencies, and update automation rules. Your team keeps working while we clean in the background.
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Week 5-6: Validation and handover
Quality checks to ensure changes worked. Documentation delivered. Training session on maintaining clean data.
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Timeline: 3 to 6 weeks.
Depends on record volume, number of properties, and complexity of your data issues.
Cost of dirty data
Hours wasted
validating records is €3,000-€5,000/month in lost productivity
Decisions delayed
by data questions is missed opportunities and slower execution
Leadership making
decisions without reliable data
Duplicate outreach
to customers = Damaged relationships and poor customer experience
Pricing
Fixed scope. Final price depends on:
- Total record volume (contacts, companies, deals)
- Number of custom properties and fields
- Complexity of data issues
- Integration cleanup requirements
Why WX for data hygiene
HubSpot data specialists
We've cleaned hundreds of HubSpot portals. We know what breaks, what causes it, and how to prevent it from happening again.
RevOps focus
We understand how clean data impacts the full revenue process - not just one team. Our cleanup considers marketing, sales, and customer success needs.
Prevention, not just cleanup
We don't just fix what's broken. We implement rules and automation to prevent bad data from coming back.
Proven methodology
We use tested deduplication rules, standardization frameworks, and validation logic that works across industries.
Minimal disruption
Your team keeps working while we clean. We handle the heavy lifting in the background with careful validation before changes go live.
This is a good fit if
Your HubSpot data is unreliable and teams don't trust it
Duplicates are a constant issue across contacts and companies
Reports are inconsistent depending on who builds them
Manual checks are part of daily work before taking action
You want a clean foundation before further optimization
You're planning growth and need data you can rely on
Frequently Asked Questions
Internal teams typically lack the time and methodology to clean data at scale. We use proven deduplication rules, handle edge cases properly, and implement prevention logic so issues don't return.
No. We work in the background and validate all changes before they go live. Your team continues normal operations while we clean.
Yes. Most clients have integrations with other systems. We coordinate cleanup across systems and ensure data mappings stay intact.
We've handled portals with millions of records. Larger volumes affect timeline and pricing but the methodology stays the same.
We preserve data wherever possible. Duplicates are merged (not deleted) to maintain history. Unused fields are hidden, not removed. We document everything.
You get documentation and training on maintaining clean data. Many clients continue with ongoing support or move into other optimization work.
We implement validation rules, duplicate prevention workflows, and clear ownership logic. Teams also get guidelines on data entry standards.
Yes. We coordinate with your other initiatives. Many clients combine this with portal audits, reporting buildout, or CRM restructuring.
Start with clean data
If your team doesn't trust the CRM, every decision takes longer and every report gets questioned.
Fix the foundation so HubSpot becomes reliable again.
3-6 weeks to clean data. Prevention rules to keep it clean.
CEO
COO
Lead of RevOps &
Commercial Growth Consultant