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How to correct HubSpot contact data issues

Koalify does not only identify duplicates but also pinpoints data inconsistencies. Addressing these inconsistencies is a crucial part of the "Zero HubSpot duplicates" policy and and overall CRM hygiene. This article outlines common HubSpot contact data issues and their resolutions.

Bulk update incorrect contact properties

While Koalify might indicate that certain contacts are duplicates, it's important to consider that they might be incorrect data entries rather than genuine duplicates. To resolve these HubSpot contact data issues, follow these steps:

  • Select the companies with the data inconsistency
    • Some properties that will most likely have incorrect property values:
      • Which can be updated with a bulk action
        • Phone number 
        • Mobile phone number
        • Custom properties 
      • The following properties can not be updated with a bulk action but can be updated via a workflow
        • First name
        • Last name

select the companies with the data inconsistency

  • Confirm "the pretty bold" move and bulk edit the selected records

Do the bold move and bulk edit the selected records