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.
Over time, contacts accumulated from various list imports without consistent enrichment or validation. Key issues identified:
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.
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.
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.
Reimport the enriched and validated dataset back into HubSpot with:
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.
| 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 |