FeaturedData qualityGuide
The HubSpot data audit checklist: 40 checks for contacts, companies and deals
Every check Forgeo runs on a HubSpot portal, with its severity, the property behind it and what to fix first.
· 3 min readRead ›
Keep your CRM clean, one practice at a time
Guides, checklists, articles and free tools on HubSpot data quality, duplicates and enrichment, from the team behind Forgeo.
- Deduplication
How to find and merge duplicate contacts in HubSpot
Why duplicates get past HubSpot's own checks, what its duplicate tool does, and what to verify before a merge you can't undo.
· 4 min readRead ›
- Data quality
Why CRM data decays, and how to keep HubSpot clean
The four kinds of bad CRM data, what they cost your team, and a cleanup order that holds over time.
· 3 min readRead ›
- HubSpot
Migrating to HubSpot without importing your mess
What to leave behind, how to clean the export, and the import rules that keep duplicates out of your new portal.
· 3 min readRead ›
- Data quality
CRM data governance: data-entry rules your team will actually follow
Ownership, a short data dictionary and the rules HubSpot can enforce for you, so a cleanup stays clean.
· 3 min readRead ›
- Data quality
Clean your CRM before you connect AI to it
What assistants and agents do with duplicates, empty fields and stale records, and a checklist to run before you plug them in.
· 3 min readRead ›
- Deduplication
Duplicate companies in HubSpot: why they appear and how to merge them
Missing domains, subdomains, the API and imports: where duplicate companies come from, and how to stop them coming back.
· 3 min readRead ›
- Enrichment
Fill empty CRM fields with data you already have
Look-alike properties, twin records, associations, websites and email addresses: five free sources to check before you buy enrichment.
· 3 min readRead ›
- Enrichment
Enriching HubSpot from LinkedIn: what to fill and what to check
The fields a profile and a company page can fill, why lookups by name need a review, and five checks before anything is written.
· 3 min readRead ›
- HubSpot
How to clean a stale deal pipeline in HubSpot
The deal properties your forecast depends on, the checks to run on open deals, and three passes to make the pipeline honest again.
· 3 min readRead ›
- HubSpot
Inactive contacts in HubSpot: keep, delete or set as non-marketing?
How to find contacts nobody talks to anymore, and when to keep them, set them as non-marketing or delete them.
· 3 min readRead ›
- DeduplicationComparison
Forgeo vs HubSpot's duplicate management
What HubSpot's built-in duplicate tool does well, where Forgeo works differently, and what stays the same when you merge.
· 2 min readRead ›
CRM data glossary
Plain definitions of the terms used around CRM data quality, duplicates and enrichment.
- Associations
- CRM audit
- Data decay
- Data enrichment
- Data hygiene
- Data quality score
- Duplicate record
- Firmographics
- Golden record
- MCP (Model Context Protocol)
- OAuth
- Record merge
Free CRM data tools
Calculators to measure the state of your CRM, with the same formulas as Forgeo.
CRM data quality score calculator
Turn the counts of a manual HubSpot audit into a data quality score for contacts, companies and deals.
Open the tool