Introduction

Keeping your HubSpot contact database clean is essential for improving data accuracy, engagement rates, and the effectiveness of your marketing campaigns. Regularly cleaning up your contacts by removing duplicates, outdated information, or uninterested contacts ensures that your team is focusing on the right leads. We've provided a step-by-step interactive guide on how to clean up your HubSpot contacts and demonstrate how Superjoin can help automate and manage bulk updates for a more efficient cleanup process.

Why Cleaning Up Contacts Is Important

• Improves Data Quality: Ensures that you are working with accurate, up-to-date contact information.

• Increases Engagement: Focus on contacts who are more likely to engage by removing those who are uninterested or unresponsive.

• Saves Time: Allows your sales and marketing teams to focus on valuable leads rather than wasting time on outdated or duplicate contacts.

• Boosts Email Performance: Improves email deliverability by removing contacts with high bounce rates or invalid email addresses.

How to Clean Up HubSpot Contacts

Using HubSpot's Built-In Tools

Note: Contact cleanup tools are available on all HubSpot plans.

Steps:

1. Identify Stale Leads: Look for contacts that are stuck in the early lead status or unqualified status. Go to CRM > Contacts, and filter by Lead Status.

2. Filter Low Engagement Companies: Check for contacts from companies in early lifecycle stages (e.g., cold contact) that have shown little to no recent engagement. Go to CRM > Companies, and filter by Lifecycle Stage.

3. Remove Contacts with High Bounce Rates: Identify contacts who have bounced in email campaigns and remove them to improve engagement. Navigate to Marketing > Emails, and check the bounce rates for your contacts.

4. Update Missing or Outdated Information: Look for contacts with missing or outdated details like email addresses, phone numbers, or job titles. Regularly update this information to keep your database accurate.

5. Use HubSpot’s Deduplication Tool: HubSpot's deduplication tool helps you find and merge duplicate contacts to reduce clutter. Go to CRM > Contacts, and select Manage duplicates to merge duplicate contacts.

Using Superjoin for Advanced Contact Cleanup

Superjoin allows you to manage and clean up your contact data more efficiently by syncing your HubSpot data with Google Sheets. This is especially useful for performing bulk updates, filtering contacts based on specific criteria, and ensuring that your database remains clean and up to date.

Steps:

1. Install Superjoin: In Google Sheets, go to Extensions > Add-ons > Get add-ons, and search for Superjoin to install it.

2. Launch Superjoin: Open Superjoin by navigating to Extensions > Superjoin > Launch.

3. Connect HubSpot: In the Superjoin panel, click Sources, select HubSpot, and authorize the connection.

4. Import Contact Data into Google Sheets: Select Contacts, including key properties like Lead Status, Lifecycle Stage, and Bounce Rate, and click Import to sync your data.

5. Perform Bulk Cleanup: Use Google Sheets’ sorting and filtering tools to identify and clean up contacts based on lead status, bounce rates, or outdated information. You can also manage duplicates in bulk.

6. Sync Back to HubSpot: Once you’ve cleaned up your contacts, use Superjoin’s 2-way sync feature to push the updated contact data back to HubSpot.

Advantages of Using Superjoin

• Bulk Data Cleanup: Superjoin allows you to perform bulk updates to clean up stale leads, remove duplicates, and update missing information, saving time on manual efforts.

• Automatic Data Syncs: Superjoin offers automatic refreshes on a weekly, daily, or hourly basis, ensuring that your contact data remains accurate.

• 2-Way Sync Feature: Manage contact cleanup in Google Sheets and automatically sync changes back to HubSpot, ensuring that your data is consistent across platforms.

Superjoin enhances your ability to clean up contacts efficiently by offering bulk management features, advanced filtering options, and seamless synchronization with HubSpot.

Best Practices for Contact Cleanup

• Regularly Review Contacts: Schedule periodic cleanups to ensure your contact database stays fresh and accurate.

• Use Filters: Apply filters to find contacts who haven’t engaged recently, have outdated information, or are duplicates.

• Leverage Bulk Tools: For larger datasets, use tools like Superjoin to manage bulk updates and data synchronization, saving time and improving efficiency.

• Monitor Bounce Rates: Regularly review bounce rates and remove contacts with invalid or outdated email addresses to improve email deliverability.

Summary

Cleaning up your HubSpot contacts is essential for maintaining a high-quality database, ensuring effective marketing campaigns, and improving engagement rates. HubSpot’s built-in tools allow you to identify and remove stale, unqualified, or duplicate contacts, while Superjoin offers advanced features for bulk updates, automated data syncs, and easier contact management. With Superjoin, businesses can efficiently keep their HubSpot contacts clean and up to date, ensuring a more effective CRM. Try Superjoin today!