HubSpot just rolled out an exciting new feature that gives users more control over how they manage data formatting issues. With this update, teams can now customize which formatting inconsistencies HubSpot tracks for contacts and companies, ensuring a more streamlined and efficient data management process.
Why Does It Matter?
With this customization feature, teams can:
- Focus on the formatting inconsistencies that impact their business the most
- Streamline data quality control processes
- Improve content effectiveness and brand consistency
- Reduce time spent fixing irrelevant data issues
By tailoring formatting rules to match specific workflows, businesses can enhance operational efficiency and data accuracy like never before.
How Does It Work?
This feature is simple to use. Just follow these steps:
- Navigate to the Fix Formatting Issues Tool
- Click Actions > Manage Issue Types
- Toggle on or off the formatting rules you want to track for contact and company properties.
Who Gets It?
This new update is available for users on the following HubSpot plans:
- Ops Hub Starter
- Ops Hub Pro
- Ops Hub Enterprise
Data quality is crucial for maintaining effective marketing, sales and customer service operations. HubSpot’s latest update gives businesses more flexibility and control over their data formatting processes, helping them optimize efficiency and focus on what truly matters.
Need help setting up and customizing HubSpot for your team? Our custom onboarding ensures you get the most out of HubSpot’s powerful tools. Contact us today to streamline your workflows and maximize your CRM’s potential! 🚀
