Скачать или смотреть What to Do When You Inherit Messy HubSpot CRM Data

What happens when you join a new company and realize the HubSpot CRM data is a mess?

In this video, we break down exactly what to do when you inherit messy HubSpot CRM data, from understanding your data model to identifying broken relationships, duplicate contacts, and misaligned integrations.

We walk through practical first steps teams should take to clean up CRM data without disrupting sales, marketing, or operations, including:

✅ How to assess the current state of your HubSpot data
✅ Why understanding your data model matters before making changes
✅ Where to start when contacts, companies, and deals are misaligned
✅ How to clean up irrelevant or outdated contacts
✅ Best practices for documenting your CRM architecture
✅ How to transition from a “messy” system to a purpose-built data model

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Time Stamps
00:00 What to Do When You Inherit Messy HubSpot CRM Data
00:21 Why Most HubSpot CRM Data Gets Messy
00:56 Where to Start When Cleaning Up CRM Data
02:00 Cleaning Up Contacts: What Matters and What Doesn’t
02:30 Why Big Databases Hurt CRM Performance
03:00 Customizing HubSpot Data to Your Business
03:56 Fixing Broken Contact–Company Relationships
04:30 Mapping Integrations in Your HubSpot Tech Stack
05:11 How to Transition From Old Data to a Better CRM
05:31 Managing Change Without Disrupting Your Team
05:57 Showing Quick Wins During CRM Cleanup
06:43 Architecting Better CRM Systems (Not Perfect Ones)
07:14 Best Practices for Building a HubSpot Data Model
07:59 Designing CRM Data Around the Buyer’s Journey
08:30 Final Thoughts on Cleaning Up Messy HubSpot Data