You will get a cleaned and standardized CRM CSV ready for HubSpot import
Project details
Turn a messy CRM export into a clean, standardized CSV prepared for HubSpot import - without providing access to your production CRM.
I will review your sanitized CSV or Excel file, standardize approved field values, identify duplicate candidates, map source columns to the appropriate HubSpot properties, and validate the final output.
You will receive:
-A cleaned and standardized CRM CSV
-Duplicate candidates handled according to approved rules
-A HubSpot field-mapping sheet
-A validation and exception log
-Clearly flagged records requiring manual review
Your original file remains unchanged, and uncertain values are never silently corrected or merged. The number of records covered depends on the package selected.
This service prepares and validates your data for import. Direct import into your HubSpot portal is not included.
I will review your sanitized CSV or Excel file, standardize approved field values, identify duplicate candidates, map source columns to the appropriate HubSpot properties, and validate the final output.
You will receive:
-A cleaned and standardized CRM CSV
-Duplicate candidates handled according to approved rules
-A HubSpot field-mapping sheet
-A validation and exception log
-Clearly flagged records requiring manual review
Your original file remains unchanged, and uncertain values are never silently corrected or merged. The number of records covered depends on the package selected.
This service prepares and validates your data for import. Direct import into your HubSpot portal is not included.
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$85
|
Standard
$145
|
Advanced
$225
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 6 days |
Number of Revisions | 1 | 1 | 2 |
Number of Pages Mined/Scraped | 1 | 2 | 3 |
Number of Sources Mined/Scraped | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional 500 Records
(+ 1 Day)
+$35Frequently asked questions
About Bb
CRM and Sales Automation Specialist for B2B SaaS
Bang Yai, Thailand - 2:56 pm local time
My background in CRM operations started at Muang Thai Insurance where I managed customer data cleaned messy records and segmented leads by hand. That experience showed me exactly how much time teams waste on manual work and it is why I now build systems that do it automatically.
Here is how I can help
HubSpot automation including workflows lead scoring and pipeline setup
Speed to lead systems with instant alerts when a new lead comes in
CRM data cleaning to remove duplicates and standardize records
I combine no-code tools with custom Python code so I can build whatever fits your stack best.
Steps for completing your project
After purchasing the project, send requirements so Bb can start the project.
Delivery time starts when Bb receives requirements from you.
Bb works on your project following the steps below.
Revisions may occur after the delivery date.
Review the source data and rules
I review the file structure, required fields, data-quality issues, duplicate criteria, and HubSpot import requirements before cleaning begins.
Clean, standardize, and map
I standardize approved fields, identify duplicate candidates, apply agreed rules, and prepare the HubSpot property-mapping sheet.