AGI / HubSpot data
HubSpot CRM cleanup
When nobody trusts the data in HubSpot, every report turns into an argument. We merge duplicates, fill empty fields from named sources and archive what nobody uses. An AI agent does the slow part. A person approves every merge before it happens.
Book an intro callSound familiar?
Duplicates
Two reps call the same buyer in the same week.
Empty fields
Industry and size are missing, so routing guesses.
Stale contacts
People who left years ago still get your emails.
Messy values
One country spelled six ways breaks every filter.
Reports in doubt
Leadership goes back to spreadsheets because HubSpot looks wrong.
How do we fix it?
- Week 1
Measure the mess
We count duplicates, empty fields and stale records, and show you the numbers before anything changes.
- Week 1
Agree the rules
You decide what counts as a duplicate and which value wins when two records disagree.
- Week 2
Clean in batches
An agent proposes merges and fixes in small batches. A person approves each batch, and every change is logged.
- Every week
Keep it clean
Checks catch new duplicates and gaps as they arrive, so the cleanup holds.
What a merge review looks like
- Agent
- Duplicate clean-up
- Pairs found
- 236
- Merged after approval
- 221
- Sent to a person
- 15
- Merges logged
- 221 of 221
- Decision
- Keep running
The founder runs this work, and has led an agency’s HubSpot consulting unit across six US and Canadian client engagements, coordinating three implementation engineers.
How messy is your HubSpot?
Tell us which records cause the most trouble. We’ll size the cleanup before anything changes.
Prefer writing? Email us. We reply within two working days.