Data Audit
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Sales
Marketing
RevOps
CX
Hubspot
Salesforce
Please run an analysis on the Company table in HubSpot. I would like to see Companies grouped by Company Name and Street Address. Show me groups with more than one company ranked by descending order (count of companies descending).
Hubspot
Salesforce
What are additional ways to find HubSpot companies that are duplicated through a massive list upload. The ways I've found them thus far: Exact match of company name and street address Exact match of company name, phone number, and address is either null or street address matches, or state matches.
Hubspot
Salesforce
Can you pull me all contacts that came via import and show by import date + owner? flag how many of them ever converted to deals or were touched in last 90 days.
Hubspot
Salesforce
Query HubSpot companies and exclude those that have a null phone number field. Group companies by Company Name and Phone Number for the first step of the analysis to determine the number of duplicates that exist with these two parameters.
Hubspot
Salesforce
Can you pull all accounts tied to the campaign and check which ones haven’t had any follow up activity in the last 10 days? add owner + segment too.
Hubspot
Salesforce
What % of our hubspot contacts actually have a lead status filled? and can you also slice by team or source to see where it’s missing the most?
Hubspot
Salesforce
Can you use the accounts discovery data to pull a list of all titles that are being discarded?
Hubspot
Salesforce
Can you find out how many dup contacts we got in salesforce, esp across key accounts? and not just count, I’d love to see if there’s a pattern (same email, diff accounts, diff owners etc).
Hubspot
Salesforce
How many deal fields do we even have access to in hubspot rn, and which ones are actually being used? might be worth checking fill rates too — like how many are empty vs populated, esp the ones used in reporting. i want to clean up unused or redundant fields.
Hubspot
Salesforce
Give me a clean count of the total companies we have in HubSpot, along with a sense of how they break out by lifecycle stage and region. It’ll help ground the rest of the analysis.
Hubspot
Salesforce
Show me where company name (minus additions like "Co.", "Inc.", "Corp." or similar common add-ons) largely matches and the record was created on the same day. I would need to see the address and phone information for these records to ensure they are truly a match. Domain is not an option here since we are dealing with brands that have franchises that use the same parent domain.
Hubspot
Salesforce
Hey can you check how many duplicate contacts we got in hubspot and where they’re coming from (imports, forms, manual adds etc)? also how many deals are linked to these dupes before we clean them up.
Hubspot
Salesforce
How many contacts don’t have a phone number filled and does that differ by source (inbound, import, outbound)? also maybe check if there’s any correlation between missing phone and low engagement or unqualified status.
Hubspot
Salesforce
Can you match these emails to any open or closed deals in the system and give it in a table? show deal stage, owner, close date, and value if possible. also flag if the contact is linked to more than one deal (might be overlap or cross-sell).