Quick summary
Cleaning up HubSpot contacts involves identifying records stuck in early Lead Status or Lifecycle Stages, removing contacts with high bounce rates or missing data, and using deduplication tools and advanced filters to keep your CRM accurate. A well-maintained HubSpot contact database improves email deliverability, pipeline accuracy, and sales team efficiency.
Steps
- Navigate to CRM > Contacts and filter by Lead Status to find contacts stuck in early or Unqualified stages that need review.
- Go to CRM > Companies > Lifecycle Stage to identify company records with contacts in early stages like cold contact who haven't shown recent engagement.
- Open Marketing > Emails and review bounce rate data to identify unengaged contacts with high bounce rates for removal.
- Filter your contacts list to surface records with missing or outdated information, such as invalid or absent email addresses.
- Use HubSpot's deduplication tools by going to CRM > Contacts > Manage Duplicates to find and merge duplicate contacts.
- Apply Advanced Filters under CRM > Contacts to build targeted segments of contacts that meet specific cleanup criteria.
