Data Cleanup and Deal Association in Planhub and HubSpot
Budget: $250 – $500 USD
I need assistance with reviewing and correcting data across two CRMs: Planhub and HubSpot. The task involves ensuring that all bids I’ve submitted (approximately 300) are properly associated as deals in HubSpot, with each deal linked to the correct general contractors' contacts or companies. Many general contractors and deals are already in the system, but a thorough sweep is required to ensure accuracy. Additionally, contact details such as emails and phone numbers need to be updated where necessary. Data from Planhub will need to be referenced and integrated into HubSpot for consistency.
Deliverables:
- Review and correct existing deals in HubSpot.
- Reference data from Planhub to ensure all bids are accounted for.
- Associate each deal with the appropriate general contractors' contacts or companies.
- Update and verify contact details (emails, phone numbers).
Deliverables:
- Review and correct existing deals in HubSpot.
- Reference data from Planhub to ensure all bids are accounted for.
- Associate each deal with the appropriate general contractors' contacts or companies.
- Update and verify contact details (emails, phone numbers).