How to clean invalid company data in HubSpot

Koalify does not only identify duplicates, but also highlights inaccurate company data. Addressing these inconsistencies is an important step in reaching zero duplicates in HubSpot and overall CRM hygiene. This article outlines common HubSpot company data inconsistencies and their resolutions.

Identify invalid property values

Discover incorrect property values by generating a report to unveil duplicate property values spread across multiple companies. Some properties to consider for these reports:

• Company Name
• Company Domain Name
• Linkedin Company Page
• Phone Number

Note that that if you have installed Koalify, you can also create a report to understand which properties are used to identify company duplicates.

Bulk update incorrect property values

Note that you might want to delete irrelevant companies for your HubSpot instance. Phone number and custom properties can be edited in bulk. Other properties require a workflow to clean these values which is explained in the next section.

• Apply a filter and Select the companies with the invalid phone number

• Click edit and select the relevant property and click update

Remove inaccurate 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 invalid duplicate Company Domain Names with 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 invalid duplicate LinkedIn Company Pages with a custom report

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