Data Hygiene Best Practices and Automation for Homebuilders [VIRTUAL]

Apr 10, 8:00 – 9:00 PM

Want accurate, actionable reporting? It starts with clean, reliable data in your CRM. Join the HubSpot Homebuilder User Group for an overview of industry best practices for maintaining clean data and protecting your data integrity.


About this event

When your CRM data can't be trusted, executives tune out, salespeople revert back to pen and paper, and sales managers can't coach their teams. Depending on the complexity of your builder and the size of your sales team, it can take 5 to 25 hours a week to ensure your CRM data and reports are accurate. 

During this Homebuilder HUG meeting, you'll learn proven processes for monitoring and protecting your data, including:

>>> Creating a HubSpot Health Framework

>>> Culling Your Existing Data

>>> The Role of Permissions and Settings

>>> Installing a Monitoring/Troubleshooting Cadence

Without a strong data integrity or data hygiene program, your data can become very mess very fast in HubSpot or any CRM. Join us to understand what it takes to be a data-driven homebuilder in 2024. 


  • Josh Paul

    Homebuilder Ops




Wednesday, April 10, 2024
8:00 PM – 9:00 PM UTC


Welcome and Networking
Data Hygiene Best Practices and Automation for Homebuilders


  • Josh Paul

    Pipeline Ops

    HUG Leader


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Homebuilder Ops