HubSpot CRM Event Data Cleanliness & Standardization Checklist

Pre-Event Setup

• 1. Create a naming convention for all event-related properties (e.g., [EventName_Year] Status).
• 2. Verify that Tixified Custom Fields are mapped to matching HubSpot properties.
• 3. Audit existing workflows to ensure ticket sales don't accidentally trigger unrelated marketing sequences.
• 4. Set up a 'Master Event Exclusion' list for contacts who shouldn't receive general marketing while in a registration flow.

During Registration

• 5. Monitor the 'Sync Errors' log in Tixified to catch mapping issues immediately.
• 6. Use HubSpot Workflows to capitalize/format names (e.g., 'john doe' to 'John Doe') for cleaner badges.
• 7. Regularly check for duplicate contacts based on email address.

Post-Event Cleanup

• 8. Bulk update Lifecycle Stages for all 'Attended' contacts to 'Customer'.
• 9. Archive or delete temporary properties used for logistics only.
• 10. Run a final de-duplication scan.

Tired of messy event data?

Tixified's native HubSpot integration ensures your data is clean from the first click.