HubSpot Audit
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HubSpot Data Quality: The Complete Hygiene Checklist

Why Data Quality Kills Revenue

Bad data doesn't just create reporting headaches — it directly impacts revenue:

25%
of B2B data decays annually
27%
revenue lost to bad data (Gartner)
50%
of CRM records have issues

Every bad record means:

The 6 Data Quality Problems

Every HubSpot portal has the same issues. Here's what to look for:

Duplicates

Same contact/company with multiple records. Causes split engagement history.

Inconsistent Formatting

Phone: (555) 123-4567 vs 5551234567 vs +1-555-123-4567

Invalid Emails

Bounced, typos (gnail.com), role-based (info@), disposable domains.

Missing Required Fields

No company, no lifecycle stage, no owner assignment.

Wrong Firmographics

Outdated company size, wrong industry, old job titles.

Stale Records

No activity in 12+ months, churned customers still as "Customers."

The Data Quality Checklist

Email Quality

  • Run hard bounce list — exclude from all sends
  • Find typo domains: gnail.com, gmial.com, outlok.com
  • Flag role-based emails: info@, sales@, support@
  • Check for disposable domains: mailinator, guerrillamail, tempmail
  • Verify personal emails in B2B: gmail.com, yahoo.com (okay for SMB, flag for enterprise)

Duplicates

  • Use HubSpot's Manage Duplicates tool (Settings → Data Management)
  • Check same name, different email — common with form re-submissions
  • Check same email, different name — could be typos or shared aliases
  • Review company duplicates — "Acme Inc" vs "Acme, Inc." vs "ACME"

Formatting Consistency

  • Phone numbers — pick one format (E.164 recommended: +15551234567)
  • Names — proper case (John Smith, not JOHN SMITH or john smith)
  • Countries — standardize (United States, not US, USA, U.S., America)
  • Job titles — normalize (VP vs Vice President vs V.P.)

Completeness

  • Contacts without companies — associate or research
  • Missing lifecycle stage — every contact needs one
  • No contact owner — unassigned leads slip through cracks
  • Companies without industry/size — critical for segmentation

Data Quality Automation

Set up workflows to catch issues automatically:

1. Phone Number Formatter

Workflow that normalizes phone formats using Operations Hub or a custom coded action. Trigger: Phone number is known AND doesn't match your format pattern.

2. Duplicate Prevention

Use form validation to check for existing contacts before creating new ones. HubSpot's native deduplication helps, but prevention is better than cleanup.

3. Stale Record Flagging

Create a list: "Last Activity Date is more than 365 days ago." Review quarterly and either re-engage or archive.

4. Enrichment on Create

Use tools like Clearbit, ZoomInfo, or Apollo to auto-fill company data when a new contact is created. Prevents missing data from the start.

The 1% Rule

Aim for less than 1% invalid emails and less than 5% duplicates. Above that, you're losing money to bad data.

Quarterly Data Review Cadence

  1. Week 1: Run duplicate report, merge obvious matches
  2. Week 2: Email quality check, suppress bounces/invalids
  3. Week 3: Completeness audit, enrich missing fields
  4. Week 4: Stale record review, archive or re-engage

Get the Full Audit Template

Our 10-sheet HubSpot Audit workbook includes the data quality checklist plus SOPs for properties, workflows, and reporting.

Download Template