How To Clean Up Hubspot Contacts

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Introduction:

HubSpot is a powerful tool for managing your contacts and leads. However, over time, your contact list can become cluttered with outdated or irrelevant information. In this article, we will discuss how to clean up your HubSpot contacts to ensure that your data is accurate and up-to-date.

Step 1: Identify Outdated Contacts

The first step in cleaning up your HubSpot contacts is to identify which contacts are outdated or irrelevant. You can do this by filtering your contact list based on certain criteria, such as last activity date or email bounce rate.

Filtering by Last Activity Date

To filter your contact list by last activity date, follow these steps:

  1. Go to the Contacts tab in HubSpot.
  2. Click on the “Filters” button in the top right corner of the screen.
  3. Select “Last Activity Date” from the drop-down menu and choose a date range that you want to filter by.
  4. Click “Apply Filter” to see only contacts who have not had any activity within the specified date range.

Filtering by Email Bounce Rate

To filter your contact list by email bounce rate, follow these steps:

  1. Go to the Contacts tab in HubSpot.
  2. Click on the “Filters” button in the top right corner of the screen.
  3. Select “Email Bounce Rate” from the drop-down menu and choose a percentage range that you want to filter by.
  4. Click “Apply Filter” to see only contacts who have had emails bounce within the specified percentage range.

Step 2: Merge Duplicate Contacts

Once you have identified outdated or irrelevant contacts, the next step is to merge any duplicate contacts. This will help to ensure that your contact list is accurate and up-to-date.

  1. Go to the Contacts tab in HubSpot.
  2. Click on the “Merge” button in the top right corner of the screen.
  3. Select the contacts that you want to merge and click “Merge Selected Contacts.”

Step 3: Delete Outdated or Irrelevant Contacts

After merging duplicate contacts, the final step is to delete any outdated or irrelevant contacts. This will help to keep your contact list clean and organized.

  1. Go to the Contacts tab in HubSpot.
  2. Select the contacts that you want to delete by checking the box next to their name.
  3. Click on the “Delete” button in the top right corner of the screen and confirm that you want to delete the selected contacts.

Conclusion:

Cleaning up your HubSpot contacts is an important task for any business. By following these steps, you can ensure that your contact list is accurate and up-to-date, which will help to improve your marketing efforts and increase your conversion rates.