Data Cleanup and Deal Association in Planhub and HubSpot

@rahul62544

Drawing from my 7+ years of experience in automation engineering projects with a focus on data processing, I am confident that I can offer the precise, thorough approach needed to alleviate your CRM headaches. My skills in Excel, Google Sheets, VBA, and automation platforms such as Power BI and Tableau allow me to swiftly identify and rectify discrepancies within large datasets - saving you precious hours of time spent on manual labor. As your project demands, I’m adept at integrating different data sources to form a cohesive system. I will diligently reference the Planhub data to ensure all 300 bids are accurately associated as deals in HubSpot, linked to the correct general contractors' contacts or companies. Simultaneously, I’ll update any outdated contact details for enhanced convenience. Moreover, my affinity for creating efficiency-focused solutions means that my contributions will be beneficial in the long run. You can trust me to not only clean up your data but also enhance your overall processes, resulting in sustained value for you even after the task is completed. Let’s discuss further how we can transform your CRMs for better productivity!

@WelcomeClient

Hi There, Ready right now I'm ready to reviewing and correcting data across two CRMs. I will show you sample for your satisfaction and project accuracy then we will go to start, so please contact me and share more details thanks. Check My Profile: https://www.freelancer.pk/u/WelcomeClient I would like to work on this project and can complete with 100% accuracy within the time frame. https://www.freelancer.pk/projects/excel/business-profit-loss-reporting-excel/reviews https://www.freelancer.pk/projects/data-entry/copy-listings-from-website-another/reviews Thanks, Umer

@dvcontact

Hi, This looks like a data-mapping and deduplication problem between Planhub and HubSpot where mismatched identifiers and incomplete contact records cause unlinked deals. I’ll: - First check how bids in Planhub map to HubSpot (IDs, job names, dates) and run a reconciliation to find missing/duplicate deals. - Match each bid to the correct GC contact/company, update emails/phones, and create/associate deals where needed. - Add simple validation rules and a CSV audit log so you can review changes. I’ll start by pulling exports from Planhub and HubSpot and sharing a reconciliation sample. Ready to begin when you provide those exports and HubSpot access. --Smith

@usmanbashir12100

Hi, I can help you thoroughly review and clean up your HubSpot and Planhub data to ensure every submitted bid is accurately reflected and properly associated. I’ll cross-check all existing deals, verify that each one is linked to the correct general contractor contact/company, and update missing or outdated emails and phone numbers where needed. I’m experienced with CRM data management, deal organization, contact validation, and maintaining consistency across platforms. With around 300 bids, I’ll perform a careful sweep to make sure nothing is missed and your HubSpot pipeline stays clean and reliable. Ready to begin immediately. Usman Bashir

@ahmedsadek111124

Hello, I can help with reviewing and cleaning up your data in HubSpot and Planhub. I’ll ensure all your bids are correctly linked to the right contractors and update any contact details for accuracy. I can work efficiently with your CRM data to align everything properly and keep your records consistent. How is the data currently organized between Planhub and HubSpot for easy reference? Thanks,

@TheSecondSource

Hey! We’re a team of 62 professionals specializing in CRM data management and pipeline cleanup with 9+ years of experience working across HubSpot and construction bidding workflows. Here's how we can help: * Audit and clean HubSpot deals for accurate bid mapping * Cross-reference Planhub data to ensure full bid coverage * Match deals with correct contractor contacts and companies * Update and verify emails, phone numbers, and key fields Could you clarify if you already have a consistent naming convention between Planhub and HubSpot, or should we first standardize the data structure before matching records?

@techplusintl

Hi there, ★★★ HubSpot Expert ★★★ 5+ Years of Experience ★★★ I can ensure all your bids are accurately associated as deals in HubSpot with the correct general contractors' contacts. This will include: - Reviewing and correcting existing deals in HubSpot. - Referencing data from Planhub to ensure all bids are accounted for. - Associating each deal with the appropriate general contractors' contacts or companies. - Updating and verifying contact details (emails, phone numbers). I will approach this by systematically reviewing each deal and cross-referencing with Planhub data to ensure consistency and accuracy. Ready to start once you provide access to both CRMs. Thanks!

@professorxwriter

Hello, I understand that you require assistance with data cleanup and deal association in Planhub and HubSpot. I will thoroughly review and correct existing deals in HubSpot, reference data from Planhub to ensure all bids are accounted for, associate each deal with the appropriate general contractors' contacts or companies, and update/verify contact details as needed. As an experienced Virtual Assistant with a strong background in CRM management, I am well-equipped to handle this project efficiently. I will ensure effective communication throughout the project to guarantee accuracy and timely completion. Thank you for considering my proposal. I look forward to the opportunity to work with you on this project. Best regards.

@carlosd178

Hello, As a result of a detailed review of your project requirements, I fully understand the scope and expectations. I have experience cleaning, validating, and synchronizing CRM data across platforms, and I'm available to start your project right now. I bring deep expertise in data processing, CRM data management, HubSpot workflows, Excel, web research, data entry, and contact validation with over 10 years of experience. One of the key challenges in projects like this is carefully matching deals, companies, and contacts without creating duplicate records or breaking existing HubSpot associations. I can review the existing HubSpot data, compare it against Planhub submissions, verify that all bids are properly represented as deals, associate them with the correct contractors/companies, and update missing or outdated contact information such as emails and phone numbers. I’m comfortable handling large-volume record reviews with a strong focus on consistency and accuracy, and I can also provide a structured progress/check report during the cleanup process. I have a couple of quick questions. • Will access be provided directly to both HubSpot and Planhub accounts? • Are there any existing naming conventions or pipeline stages that should remain unchanged during the cleanup? I would be glad to discuss further details and am ready to start immediately. Best regards, Carlos

@Maxxionn

Hi , You need an expert in Data Entry, Virtual Assistant, Excel, Data Processing and Web Search, and I have a tailor-made solution ready for you. Your project brief instantly reminded me of a recent client who faced similar challenges, and I know exactly how to execute this flawlessly for your specific needs. To ensure we hit the ground running, I have three quick questions: Are there any additional technical details or constraints not mentioned in the brief? What is the primary hurdle currently blocking your progress on this? What is your strict timeline for completion? Why trust me with your project? The Record: 250+ Projects. 6+ Years. 100+ consecutive 5-star reviews. The Standard: Zero misses. I don’t just finish the job; I guarantee flawless execution. The Availability: Full-time freelancer, online 9 AM - 9 PM EST. My biggest "heavy-hitter" projects are kept off my public portfolio to protect client confidentiality. Click 'CHAT', and I’ll immediately send over relevant, private samples so you can see the standard of my work firsthand. Best regards, Muhammad Arsalan

@ayesha86664

Hi there! I understand you need a clean and accurate alignment between Planhub and HubSpot where all ~300 bids are properly mapped as deals and linked to the correct general contractors, contacts, and companies. Right now the main issue seems to be missing associations and inconsistent contact data across both systems. I have experience working with CRM data cleanup, HubSpot deal structuring, and cross-platform data reconciliation using tools like Excel and CRM exports/imports. I’ve handled similar tasks where bid records, deals, and contact databases needed to be matched carefully without creating duplicates or breaking existing relationships. My approach will be to first export and cross-check data from both Planhub and HubSpot. I will then systematically map each bid to its correct deal entry, ensuring proper association with the right company and contact. After that, I will verify and update missing or outdated emails and phone numbers using reliable sources where needed. Finally, I will run a full consistency check to ensure no duplicates or mismatched records remain. check our work https://www.freelancer.com/u/ayesha86664 Do you already have a preferred field structure in HubSpot for linking bids to deals, or should I follow the current setup as-is? Let me know if you’re interested & we can discuss it. Best Regards Ayesha

@armannm01

Hi Sir, Your project caught my attention — and I have exactly the skills you're looking for. What I can do for you: ✅ Data Entry — PDF to Excel, Word to PDF, data formatting & organisation ✅ Product Description Writing — persuasive, SEO-friendly copy that converts ✅ Social Media Content — engaging posts for Facebook, Instagram & LinkedIn ✅ Content Writing — unique, plagiarism-free articles and website copy I'm detail-oriented, deadline-driven, and I deliver work that's ready to publish — no heavy editing needed on your end. 100% quality. 100% original. On time, every time. Send me a message and let's get started today. Best Regards, Md Arman Hossain

@mayr81

Hi there, thanks for sharing the details for your Planhub ↔ HubSpot cleanup. I’m Cora May, and I’ve helped teams audit CRM data for accuracy, deduplicate records, and fix broken associations between deals and the right general contractor contacts/companies. For your ~300 submitted bids, I’ll systematically cross-reference Planhub data, verify that every bid has a corresponding HubSpot deal, and ensure each deal is linked to the correct GC record. I’ll also review contact fields (especially emails and phone numbers), normalize formatting, and update any mismatches so HubSpot stays consistent going forward. I can work directly from exports/spreadsheets and confirm the sweep results record-by-record. Are the Planhub bid identifiers and HubSpot deal names/IDs already aligned, or do you want me to match primarily by GC company/contact name and bid details? Also, should I prioritize updating existing HubSpot deals over creating new ones when a bid appears missing or mismatched? Best regards!

@adewumiibraheem

As an experienced full-stack developer, I'm well-equipped to take on the data cleanup and deal association tasks you've outlined. Throughout my 9+ years in the industry, I have consistently demonstrated a meticulous approach to data management, coupled with precise execution. Not only am I well-versed in dealing with large datasets using tools like Excel, but I also have a keen eye for detail and accuracy that is critical for this project. What sets me apart is my comprehensive skill set, which extends beyond mere data processing. With expertise in creating scalable solutions and optimizing workflows - be it through AI integrations or backend development customized to meet your unique business needs - I bring more than just fixing your CRM issues to the table. Moreover, my drive for clear communication, fast turnaround, and reliable delivery aligns perfectly with your project requirements. Data can be complex,s coordination between teams requires clarity and trust efficiency. Whether it's linking your existing deals correctly, integrating Planhub's data for consistency, or updating contact details methodically,I assure you a diligent and efficient job that will result in a clean, organized CRM system that you can confidently rely on

@DngPhgNam

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have successfully completed similar projects where I streamlined CRM data by reconciling bids and contacts between platforms, ensuring deals were accurately linked and contact details up-to-date with ease. The most important part of this project is ensuring precise data mapping and validation between Planhub and HubSpot for accurate deal associations. Approach: ⭕ Review current deal and contact entries in HubSpot for completeness and correctness. ⭕ Cross-reference all bids in Planhub to identify and reconcile missing or incorrect deals in HubSpot. ⭕ Update contact information including emails and phone numbers where discrepancies exist. ⭕ Ensure every deal is correctly linked to the corresponding general contractors’ contacts or company. ⭕ Perform final data verification to guarantee consistency and integrity across both CRMs. ❓ Could you provide access to both Planhub and HubSpot databases for thorough review? ❓ Are there specific data fields or formats you want maintained during updates? I am confident in delivering a thorough and accurate cleanup and association of your CRM data, providing clarity and improved workflow efficiency. Thank you for considering my proposal. I look forward to assisting you. Best regards, Nam

@rositai9602

Hi, there, I have 7+ years of experience in data management and CRM customization, specializing in ensuring data integrity and seamless system integration. My skills include thorough data verification, correction within CRM environments, and syncing datasets across platforms like Planhub and HubSpot. I have mastered associating deals with the correct contacts and companies to maintain CRM accuracy. ✅ Review and audit existing deals in HubSpot to identify gaps and inconsistencies. ✅ Cross-reference Planhub bid data to verify completeness and accuracy of all 300 bids. ✅ Link each deal correctly to the respective general contractors’ contacts or companies in HubSpot. ✅ Update all contact details with the latest emails and phone numbers through detailed verification. ✅ Perform a final consistency check across both CRMs to ensure data synchronization and accuracy before project closure. Could you share if there are any existing custom fields or unique identifiers in HubSpot or Planhub that we should use to match bids and contacts accurately? I look forward to working with you. Best Regards, Rosita Iniesta.