wiki/knowledge/hubspot/contact-data-cleanup-process.md · 419 words · 2026-04-05

HubSpot Contact Data Cleanup Process

A repeatable process for cleaning and enriching the HubSpot contact database. Established during a sales standup between Mark Hope and Jacob Jones after identifying that the existing ~40,000-contact database was stale, poorly categorized, and missing key fields like industry.

Problem

Over time, contacts accumulated from various list imports without consistent enrichment or validation. Key issues identified:

Cleanup Process

Step 1 — Export

Export the full contact database from HubSpot. This gives a working dataset outside the CRM for bulk enrichment and validation without risking data integrity in the live system.

Step 2 — Enrich via Clay

Run the exported contacts through Clay to fill in missing fields:

Clay is also used for email validation on new contacts before they are ever imported into HubSpot.

Step 3 — Validate Emails via ZeroBounce

Run the full contact list (especially existing contacts not yet validated) through ZeroBounce to:

Division of tooling: Clay handles validation for new contacts at import time; ZeroBounce handles bulk validation of existing contacts during cleanup.

Step 4 — Reimport with Corrected Data

Reimport the enriched and validated dataset back into HubSpot with:

Handling the Existing Lead Backlog

The ~28,000 contacts currently in "Lead" status represent a specific cleanup challenge. The goal is to triage each segment:

Leaving 28,000 unqualified leads in the system creates noise and degrades the reliability of any funnel reporting.

Tooling Summary

Tool Role
HubSpot Source CRM; export and reimport target
Clay Enrichment (industries, contact info); new contact email validation
ZeroBounce Bulk email validation for existing contacts

Sources

  1. Lifecycle Stage Definitions
  2. Bant Qualification Fields