CHECKLIST
HubSpot Regular Cleaning Checklist: Optimize Your System for Success

Keep your HubSpot account decluttered and running at peak performance with this essential guide.
Is your HubSpot account as clean and efficient as it could be? Without regular maintenance, unused properties, outdated workflows, and disorganized data can bog down your system, costing you time and efficiency.
With our HubSpot Regular Cleaning Checklist, you’ll have a step-by-step guide to audit and optimize your account. From email authentication and CRM data cleanup to workflow audits and integration reviews, this checklist will ensure your HubSpot system is organized and primed for success.
Take the hassle out of account maintenance and start driving more efficient sales and marketing operations today.
Where should we send your checklist?
Keep Your Emails Deliverable
Learn how to set up and maintain email authentication protocols like DKIM, SPF, and DMARC to ensure your messages land in inboxes—not spam folders.
Declutter Workflows and Properties
Review and clean up workflows, custom properties, and lists to streamline operations and improve account usability.
Ensure Data and Integration Health
Audit your CRM data for duplicates and outdated entries while confirming that all integrations are functioning properly.