Keeping your HubSpot database clean and organized is key to running efficient operations and executing effective go to market strategies. Over time, irrelevant company records can pile up, cluttering your system and slowing you down. By deleting these unnecessary entries, you can streamline your database, remove irrelevant companies, and reduce potential duplicates.
Here's a straightforward guide on how to identify and delete these unneeded companies, along with some criteria to help you during your HubSpot company cleanup.
💡 Looking to take your data hygiene even further? Check out our Ultimate Deduplication Guide and our Guide to Merging Companies in HubSpot to keep your CRM in top shape.
Before jumping into the deletion process, take a moment to evaluate your current database.
Identify the criteria that make a company record irrelevant. Common indicators include:
HubSpot provides powerful filtering tools to help you sift through your company records. Head over to your Companies page and use filters to create a view or list of potentially irrelevant records. Depending on your use case, you can filter by:
These are some extra filters to consider; ensuring that you're only excluding irrelevant records:
Before mass-deleting records, take a moment to review your filtered list for accuracy. This step is crucial to avoid accidentally deleting important data. Verify each entry against the criteria you've identified and check if you might want to include extra rules. If needed, involve the company owners who might have additional insights into the relevance of specific records.
Once you've validated the list, it's time to delete the irrelevant records. In HubSpot:
In conclusion, maintaining a clean HubSpot database is crucial for maximizing efficiency and ensuring that your marketing and sales efforts hit the mark. By consistently identifying and removing irrelevant company records, you'll uphold a streamlined and productive system.
Not all records need to be deleted, some may just need to be merged. For those cases, don’t miss our Guide to Merging Companies in HubSpot or the full Ultimate Deduplication Guide for a deeper look at keeping your CRM organized.
Follow these steps to keep your HubSpot database in top shape and reap the benefits of a well-organized CRM.