Cleanup Automation for Contacts

What is it?

You can now automate the removal of outdated contacts using the account cleanup tool. Set policies based on criteria like time since last update to automatically clean up contacts that are no longer needed.

Why does it matter?

Outdated contacts clutter your CRM, making it harder to find active contacts and slowing down your team. Automated cleanup keeps your contacts organized without the manual effort of sorting through and removing old records one by one.

How does it work?

1. In your HubSpot account, navigate to Settings > Account Cleanup.
2. Locate the Set Up button for Contacts.
3. Configure your cleanup policy and timeline, then enable automation.
4. Eligible contacts are removed immediately. Any new contacts that meet your criteria going forward are removed on the first of every month.
5. You can recover deleted contacts from the recycle bin within 90 days.

Who gets it?

HubSpot Content Hub Enterprise, Marketing Hub Enterprise, Data Hub Enterprise, Sales Hub Enterprise, Smart CRM Enterprise, and Service Hub Enterprise.