)
Written by
Table of Contents
“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.”
Traditional CRM data cleanup involves manual exports, complex formulas, and hours of tedious work. Large datasets with thousands of records make this process even more painful and error-prone.
The fastest approach skips exports entirely and uses AI-powered commands to clean data directly from your CRM in real-time, reducing cleanup time from hours to minutes.
Clean large HubSpot datasets instantly with AI-powered automation using Coefficient
Coefficient revolutionizes CRM data cleanup by connecting directly to HubSpot and using natural language AI commands. Instead of wrestling with VLOOKUP formulas and manual corrections, you simply describe what you want in plain English.
This method processes thousands of records in minutes instead of hours while maintaining consistency and accuracy across your entire dataset.
How to make it work
Step 1. Import live HubSpot data directly.
Skip the export/import cycle completely. Use Coefficient to pull deals, contacts, companies, and custom objects directly into Google Sheets. Set up automatic refreshes so you’re always working with current data, not week-old exports.
Step 2. Use AI commands for instant data cleanup.
Tell the AI Sheets Assistant exactly what you need: “Find and highlight all empty email fields in contacts,” “Standardize all phone numbers to (XXX) XXX-XXXX format,” or “Remove special characters from all company names.” The AI handles bulk transformations that would require complex formulas.
Step 3. Apply smart validation rules without formulas.
Create intelligent checks using natural language: “Flag all deals without an associated contact” or “Mark contacts with invalid email formats.” The AI understands context and applies consistent logic across all records.
Step 4. Set up automated cleanup workflows.
Schedule hourly data refreshes and apply AI-generated cleanup formulas automatically to new rows. Use snapshots to track data quality improvements over time and push cleaned data back to HubSpot with scheduled exports.
Transform hours of manual work into minutes of automated cleanup
This AI-powered approach saves 2-4 hours per cleanup session while ensuring consistent results across thousands of records. Your team can focus on analysis instead of data preparation. Start cleaning your CRM data faster with automated workflows.
