HubSpot Contact Data Cleanup and Deduplication Plan
Plan a HubSpot database cleanup covering duplicates, property standards, lifecycle stages, bounced contacts and a safe order of work.
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Help me clean up the contact data in HubSpot. Number of contacts, companies and deals: [RECORD_COUNTS]. Problems I see (duplicates, missing fields, odd lifecycle stages, bounces): [DATA_PROBLEMS]. Integrations that write to the CRM: [INTEGRATIONS]. Who owns data quality: [DATA_OWNER]. What the data is used for: [DATA_USES]. Produce a staged plan in this order: backup and export first, define standards, find problems, fix, then prevent. For each stage give numbered steps, the person responsible, an estimated time range, and a rollback idea. Include a property standards table with the columns Property, Format rule, Required?, Allowed values, Source of truth. Include a duplicate handling approach with matching keys (email, domain, phone) and rules for which record survives, a method to count duplicates and compute a duplicate rate with the arithmetic, a plan for bounced and unengaged contacts that respects consent, and a prevention list (required fields, validation, integration rules). Do not merge, delete or overwrite anything without a reviewed list and a backup. Features such as duplicate management, data quality tools and bulk edit limits depend on your HubSpot plan and version, so flag each [VERIFY]. Deleting contacts can have legal and reporting effects; check local privacy rules and your own retention policy [VERIFY]. This is planning help, not legal advice. Do not invent record counts or tool capabilities. Add a worked example with invented figures: 18,500 contacts, 1,480 suspected duplicates, 3,200 with no email, and compute the percentages and the target after clean-up.
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