i used to hate seeing blank fields in hubspot
company size missing? go check linkedin
job title looks weird? figure out what they actually do
someone writes ""looking for solutions"" on a form? cool, now spend five minutes trying to decide if that means anything
then copy everything back into the crm one field at a time
did this for way too long lol
we eventually started messing with a workflow using hubspot, sales navigator, typeform, slack, and expertise ai to help with some of the enrichment
and the funny part is i've gotten way more comfortable with leaving fields empty
can't confidently tell how big the company is? blank
""exploring options"" could mean literally anything? no intent label
senior sounding title but no clue if they actually own the problem? leave it alone
at first this bothered me because the records looked incomplete
but honestly i'd rather have an empty field than something wrong sitting in hubspot looking official
that's the part i underestimated
once bad data is in the crm, nobody really questions it. a rep sees ""high intent"" or ""mid-market"" and just assumes somebody figured it out
we've got the suggestions going into slack first now and someone reviews them before the important fields get touched
also started locking a bunch of fields once an account is actively owned because i learned pretty quickly that letting a workflow overwrite deal context is a terrible idea
still cleaning up the rules though
curious what fields you guys are actually strict about in your crm
company size? persona? intent? tech stack?
starting to feel like we've spent years collecting data just because the field existed
Login
