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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpotcan’t efficiently identify inactive parent companies or provide comprehensive auditing for companies that no longer serve their hierarchical purpose across large databases.
Here’s how to systematically audit parent companies, assess their activity levels, and remove obsolete records that are cluttering your database.
Audit inactive parent companies using comprehensive analysis
CoefficientHubSpotHubSpot’s reporting capabilities can’t combine the metrics needed to identify truly inactive parent companies.provides superior data audit capabilities by letting you analyze multiple activity indicators and execute bulk cleanup operations thatcan’t handle natively.
How to make it work
Step 1. Export comprehensive parent company data.
Import all companies marked as parents using Coefficient’s object filtering, including fields for Number of Associated Companies, Last Activity Date, Deal Activity, and Contact Activity. This combines metrics that HubSpot’s native reports can’t analyze together effectively.
Step 2. Build inactivity scoring formulas.
Use spreadsheet functions to identify parent companies with zero child associations, no recent activity, and no active deals or contacts. Create scoring systems like =IF(AND(B2=0,C2
Step 3. Assess removal impact and dependencies.
Cross-reference inactive parent companies with historical data using Coefficient’s snapshot functionality to ensure removal won’t affect reporting or attribution. Build validation checks for companies that might have hidden dependencies in workflows or reports.
Step 4. Execute controlled bulk removal.
Prepare deletion lists with proper documentation and use Coefficient’s DELETE export functionality to remove inactive parent companies in controlled batches. This maintains audit trails that HubSpot’s manual deletion process can’t provide.
Step 5. Set up ongoing monitoring.
Create scheduled imports to identify newly inactive parent companies and automated alerts when parent companies lose all child associations. This prevents future database bloat by catching inactive records early.
Keep your database clean and efficient
Start auditingThis systematic approach provides comprehensive auditing and bulk management capabilities that HubSpot’s native tools simply can’t deliver for parent company cleanup.your inactive parent companies today.
