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HubSpot Import

How enriched data flows into HubSpot CRM.

Import Flow

Field Mapping

Company Properties

Contact Properties

Duplicate Handling

Deduplication Rules

Round Robin Assignment

After import, contacts are assigned to BDRs:

Assignment Logic

  1. Check company’s HQ country
  2. Route to regional BDR pool
  3. Round robin within pool
  4. Set Contact Owner property
  5. Copy to Company Owner if new company

Workflow Triggers

When data imports, these workflows fire:

Data Quality Issues

Known issues identified in audit:
  1. Company name ≠ website domain → Flag for review
  2. LinkedIn URL missing company name → Flag for review
  3. Contact email domain ≠ company domain → Flag for review
  4. Duplicate company names → Check for M&A

Hygiene Scripts (In Progress)

Import Volume