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Install and use Simple Data Hygiene.
A short setup guide for HubSpot admins and operators.
Setup checklist
Get running in minutes
Install the app, add the record cards to HubSpot, then run your first audit from the app settings page.
Install the app
Click Install on HubSpot, choose the portal, and approve the requested contact and company CRM permissions.
Open app settings
In HubSpot, open Simple Data Hygiene from connected apps or the app home page. Use settings to run scans and manage billing.
Run a scan
Click Run Bulk Scan Now. The app grades records A–F and records audit history in the app home report.
HubSpot record cards
Add cards to contacts and companies
HubSpot app cards are not always added to every record layout automatically. A Super Admin, or a user with record layout permissions, can add them.
- In HubSpot, open a contact record.
- Choose Customize record or edit the record page layout.
- In the right sidebar area, select Add card.
- Add Contact Hygiene from Simple Data Hygiene.
- Save the view and repeat the same process on a company record for Company Hygiene.
If your team uses multiple record views, add the cards to each view where users need hygiene checks.
Use the contact card
Open a contact record to see its grade, scored issues, informational points, and safe auto-fix options.
Use the company card
Open a company record to check basic company hygiene, including domain casing and DNS health.
Use the app home report
Review records seen, average score, grade distribution, top issues, scan runs, and audit history.
Use billing settings
Upgrade when you need scheduled weekly scans, workflow actions, or higher auto-fix limits.
Need help? Email contact@objectweave.com.