Smarter Week

How to automate it

How to automate “fix broken lists, duplicates and lead scoring in the marketing platform”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
60%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Automate data cleanup in the marketing platform

HubSpot data quality tools, Marketo smart campaigns, and tools like Insycle or RingLead fix formatting, merge duplicates and normalise job titles on a schedule.

Typically saves about 50% of the time2 h to set up
  1. 1List the recurring problems (duplicates, country names, job titles, bounces).
  2. 2Turn on the platform's data quality features or build a scheduled cleanup campaign or workflow.
  3. 3Use Insycle or similar for bulk merges and standardizing.
  4. 4Add form validation so bad data stops coming in.

Tools: HubSpot data quality · Marketo smart campaigns · Insycle · RingLead

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Marketing Ops / Automation

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Marketing Ops / Automation teams