We clean up duplicates, fix property sprawl and put governance in place so your HubSpot data stays accurate after we leave.
The same contact or company appears three times, each with a different owner and history.
Hundreds of fields nobody trusts, half of them empty and several that mean the same thing.
Anyone can create a field or change a value, so quality drifts back down within months.
Duplicates, gaps and inconsistencies measured and prioritized.
Safe merges with clear survivorship rules.
Retire, merge and rename fields. Consistent naming and groups.
Standard picklists, with history backfilled through the HubSpot API.
Who can create fields, who owns what, how changes are approved.
Workflows and reports that flag problems early.
A full read of your data and properties.
Standards and ownership defined with your team.
Fixes applied in controlled batches.
Governance and monitoring so it stays clean.
Salesforce to HubSpot migration managed with Penguin Strategies, zero downtime.
A closed-lost taxonomy applied to historical deals through the HubSpot API.
All four hubs configured with custom objects and a governance model.
We work in controlled batches, with backups and a review step before anything irreversible, such as merges.
The audit finds and prioritizes issues. This service fixes the data and sets the rules that keep it clean.
Yes. Data mapping and migration are part of our work, and clean data in is the best governance of all.
Book a free 30-minute review of your HubSpot portal.
Book a 30-minute HubSpot portal review