Effortless Automated Data Cleansing for HubSpot Operations Hub

Is your CRM data overrun with messy formatting that impacts your sales and marketing efforts? Time to utilize Operations Hub! If you have a Pro or Enterprise tier of Operations Hub, stick around to find handy, automated data clean up methods.
What does this mean? Operations Hub has awesome pre-made tools to fix data formatting issues, create automated formatting rules and manage duplicate records. But, you can also create custom formatting updates via formulas in a workflow.
Need inspiration? Use automation tools to remove all caps names from form entries, create automated formatting rules to separate first and last name from fields, create a formula workflow to remove dashes from phone number entries and more!
In this video, your HubSpot Helper will review:
• the no-formula, powerful automation tools available to clean up your CRM data
• more complex formulas and workflows that can automate data clean up
• how clean CRM data can help with your marketing and sales efforts
• considerations and best practices for data clean up
Need a better way to strategize your data clean up process before you start pressing buttons? We’ve got a checklist that will get you on the right track!
Download it here 👉 resources.kiwi...
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🎦 About "Your HubSpot Helper"
Your HubSpot Helper is a TH-cam series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot!
Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and Content capabilities.
Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future.
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🥝 About Kiwi Creative
Kiwi Creative is digital marketing agency for B2B software and technology companies. We are:
• A long-time HubSpot Platinum Solutions Partner
• Leaders of the HubSpot User Group for B2B Technology USA
• Certified in HubSpot's Partner Scaled Onboarding program
• Hosts of the "Your HubSpot Helper" TH-cam Series
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🚀 Ready to transform your HubSpot experience? 🚀
Discover how our custom HubSpot Action Plan can elevate your CRM, marketing and sales efforts in just one week.
Act now and start your journey to HubSpot mastery today 👉 hubspotactionplan.com

[@KiwiCreativeInc]

Need a better way to strategize your data clean up process before you start pressing buttons? We’ve got a checklist that will get you on the right track!
Download it here 👉 resources.kiwicreative.net/hubspot-cleanup-strategy-checklist