HubSpot & Planhub Data Cleanup
Budget: $250 – $750 USD
I have roughly 300 bids sitting in Planhub that must be reflected accurately inside HubSpot. Many of the deals, contacts, and companies already exist, but I need a meticulous manual review to be sure every piece lines up.
Here is what I expect:
• Every Planhub bid should appear in HubSpot as a deal, using the bid name and value already stored in Planhub.
• Each deal must be linked to the correct general-contractor contact and their parent company record.
• For every contact touched, confirm or add the current email, direct phone number, and company association.
• If a record is missing, create it; if it is duplicated, merge it.
• All work is to be done directly in HubSpot, cross-referencing Planhub side-by-side for accuracy.
Acceptance is simple: when I can pull a report in HubSpot that shows all ~300 deals, each tied to a single, verified GC company and contact with up-to-date email and phone information, the job is complete. No automation is required—I’m looking for careful, eyes-on-screen data hygiene carried out manually.
Here is what I expect:
• Every Planhub bid should appear in HubSpot as a deal, using the bid name and value already stored in Planhub.
• Each deal must be linked to the correct general-contractor contact and their parent company record.
• For every contact touched, confirm or add the current email, direct phone number, and company association.
• If a record is missing, create it; if it is duplicated, merge it.
• All work is to be done directly in HubSpot, cross-referencing Planhub side-by-side for accuracy.
Acceptance is simple: when I can pull a report in HubSpot that shows all ~300 deals, each tied to a single, verified GC company and contact with up-to-date email and phone information, the job is complete. No automation is required—I’m looking for careful, eyes-on-screen data hygiene carried out manually.
Related categories:
Data Processing
Data Entry
Excel
Virtual Assistant
CRM
Sales Management
Database Management
Data Management