Quick tipHow toData HubSmart CRM

Fix formatting issues in HubSpot automatically with Data Quality rules

Formatting issues are small one at a time and noisy at scale. HubSpot can fix the common ones as records arrive.

Subscription
Viewing issues on most tiers; automation rules need Data Hub Professional or Enterprise
Permissions
Data quality access
Time
5 min · Intermediate
Last verified

Short answer

The Data Quality tool lists formatting issues, such as a first name stored as jOhN, and suggests fixes you accept or reject. With Data Hub Professional or Enterprise, Actions > Automation turns on rules that fix those issues on existing records and on new ones as they arrive. My demo portal showed 2,975 formatting issues next to 15,414 duplicate issues.

1. Find the issues

Open Data Quality. The overview counts duplicate and formatting issues and links to each.

Data Quality overview with Duplicate issues, Formatting issues and Enrichment Gaps cards
Formatting issues (1) and the Formatting Issues tab (2).

2. Fix by hand

On each issue, click Accept or Reject, or Fix and automate from the More menu to fix it and set a rule for future records.

3. Automate

In Formatting Issues, click Actions > Automation. On the Rules tab, select the rules you want, such as capitalizing first names. The Changes to records tab shows what the rules changed. You can also set whether Country is stored as a full name or an abbreviation.

Formatting fixes help duplicate detection too. See phone formats hiding duplicates.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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