How to correct HubSpot company 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 company data issues and their resolutions.

Bulk update incorrect properties

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

• Identify records with a data quality issue
  • Create a report to understand which properties are mainly used to identify company duplicates
  • Generate a report to discover property values that are shared across multiple companies.

• 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 
      • Custom properties 
    • The following properties can not be updated with a bulk action but can be updated via a workflow
      • Company domain name 
      • LinkedIn company page
      • Company name

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

Remove incorrect company domain names in HubSpot

Certain companies may be mistakenly identified based on the email domain by the HubSpot Insight feature. Unlike other properties, these cannot be updated in bulk. An alternative solution is to create a HubSpot workflow to address these issues:

• Create a company workflow in HubSpot
• Set up triggers
  • Trigger when filter criteria is met
    • Company property → "Company domain name" is equal to any of
    • Add the options you would like to clean
      • Some common examples
        • google.com
        • wordpress.com
        • weebly.com
      • You can identify the relevant options for your instance by creating a custom report

• Add action
  • CRM
    • Clear property value → “Company domain name”

Remove incorrect LinkedIn company pages in HubSpot

• Create a company workflow in HubSpot
• Set up triggers
  • Trigger when filter criteria is met
    • Company property → "LinkedIn company page" is equal to any of
    • Add the options you would like to clean
      • Some common examples
        • https://www.linkedin.com/company/google
        • https://www.linkedin.com/company/wordpress
        • https://www.linkedin.com/company/weebly
      • You can identify the relevant options for your instance by creating a custom report

• Add action
  • CRM
    • Clear property value → “ LinkedIn company page”