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When to audit HubSpot

Audit HubSpot after a CRM migration

The weeks after a migration decide whether the team trusts the new CRM. Check associations, duplicates, owners, and pipeline data early, while fixes are still cheap and the source system is still available.

Who this is for: Teams that recently moved to HubSpot, and the admins or partners who ran the migration.

What usually goes wrong

  • Deals that arrived without their contact or company.
  • Duplicate contacts from repeated or overlapping imports.
  • Records owned by users who were never created in HubSpot.
  • Pipeline stages that do not match how the team now sells.

What to do

  1. Check associations first

    Deals with no contact or company and contacts with no company are the most common migration gaps.

  2. Look for duplicates

    Repeated imports and integrations often create the same contact twice. Review pairs before merging, because merges cannot be undone.

  3. Confirm ownership

    Find open deals and tickets with no owner and assign them before anything is missed.

  4. Reconcile pipeline

    Check that deal amounts, close dates, and stages came across and still mean what the team expects.

  5. Keep the source available

    Fix issues while the old system can still answer questions. Record what you changed and why.

How Ancil helps

  • Checks associations, duplicates, ownership, pipeline data, and import results in one read-only pass.
  • Sets a baseline after go-live, so every later audit shows whether the portal is improving.
  • INSIDEA, the Elite HubSpot Partner behind Ancil, can scope and deliver migration fixes as a separate project.

Checks to run first

HubSpot deals with no contact or company HubSpot contacts not associated with a company How to find duplicate contacts in HubSpot Open HubSpot deals with no owner Duplicate HubSpot properties

Frequently asked questions

When should we audit after a migration?

Within the first two to four weeks, while the source system is still available to answer questions about missing or mismatched data.

Does Ancil migrate data?

No. Ancil diagnoses the result. Migration projects are scoped and delivered separately by INSIDEA.

Other moments to audit

Before your HubSpot renewal Inheriting a HubSpot portal Before turning on a HubSpot AI agent Agencies with many client portals

See where your portal stands.

Ancil connects to HubSpot read-only in about 60 seconds. Nothing changes in your portal without your approval.

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