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I have roughly 8,000 names sitting in Microsoft Office 365 and I’m moving everything into HubSpot CRM. Before the import happens I want the database properly scrubbed: identify and merge duplicates, flag incomplete records, and send a one-time “permission to stay in touch” email to everyone who has an address. Any record that bounces or does not reply will be set aside so I can decide later whether to archive or delete it. Records that have no email at all need to be reviewed manually; when it makes sense, reach out via LinkedIn or other channels to confirm contact details. Once the list is clean, categorise every approved contact so that I can segment future campaigns. Current buckets are: • Clients • Partners • Contacts from past business initiatives • Built Environment / IAQ / Sustainability connections I also want a light walkthrough on using the views, lists and basic automation inside HubSpot so I’m comfortable navigating the new system on my own. Deliverables I’m expecting: 1. Clean CSV (or direct HubSpot import) with verified, de-duplicated contacts. 2. Permission-status report showing opt-ins, opt-outs and non-responders. 3. Contacts tagged with the categories above, plus any helpful sub-tags you notice. 4. Short recorded Loom or live session demonstrating where everything now lives inside HubSpot. If you work confidently with Office 365, HubSpot, contact hygiene tools and simple email outreach platforms, let’s get started right away.
Project ID: 40573851
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59 freelancers are bidding on average £452 GBP for this job

Hello, I’d be happy to help you clean, verify, organize, and migrate your 8,000-contact database into HubSpot CRM. For your project, I will: • Export and review your Office 365 contacts. • Identify and merge duplicate records while preserving the most complete information. • Flag incomplete records for manual review. • Verify email addresses and prepare contacts for your permission campaign. • Track permission results (opt-ins, opt-outs, bounced emails, and non-responders). • Research contacts without email addresses using LinkedIn and other publicly available sources where appropriate. • Categorize contacts into Clients, Partners, Past Business Initiatives, Built Environment/IAQ/Sustainability, along with useful sub-tags for future segmentation. • Import the cleaned data into HubSpot (or provide a fully prepared CSV ready for import). • Create helpful views, lists, and basic automations inside HubSpot. I’m available to get started immediately and will maintain clear communication throughout the project. My goal is to leave you with a clean, organized CRM that’s easy to manage and ready for future campaigns. I look forward to discussing your project. Best regards, Sudam
£500 GBP in 7 days
8.7
8.7

Hi, I can help prepare your Office 365 contacts for a smooth migration into HubSpot by cleaning and de-duplicating your database, organizing contacts into meaningful categories, and ensuring the final import is accurate and well structured. I have over 7 years of experience in data management, CRM administration, web research, and administrative support, where maintaining clean, accurate records is essential. I'd be interested to learn more about your current Office 365 contact structure and your preferred HubSpot setup. I'd be glad to help you complete a clean migration and leave you with an organized CRM that's easy to manage going forward. Thanks, Rasheed
£250 GBP in 7 days
8.0
8.0

Hi there, ★★★ Python / HubSpot Expert ★★★ I will help you clean up your 8,000 names in Microsoft Office 365 and migrate them to HubSpot CRM. First, I'll identify and merge duplicates, flag incomplete records, and send a one-time permission email to all contacts with addresses. I'll handle any bounces or non-responses accordingly and manually review records without emails. Once the list is clean, I'll categorize the contacts into Clients, Partners, and other specified buckets for future campaigns. Additionally, I will provide a short walkthrough on using HubSpot's views, lists, and basic automation to ensure you're comfortable navigating the system. Ready to get started!
£250 GBP in 3 days
5.8
5.8

As someone who has extensive experience in data management and analysis, I am confident that I can provide the thorough and precise services you require for your Office365 Contacts Migration to HubSpot project. Not only do I have an excellent command of Office 365 and HubSpot, but I am also well-versed in using contact hygiene tools efficiently. My ability to identify and merge duplicates, flag incomplete records, and conduct email campaigns aligns perfectly with your needs. Having worked as a Medical Researcher, I understand the importance of maintaining a clean database and reaching out for necessary follow-ups. My proficiency in utilizing tools such as SPSS and R-programming for statistical analysis further enhances my ability to meticulously cleanse your contact list. Moreover, my experience with LinkedIn outreach can be invaluable when reaching out manually to contacts without email addresses. Lastly, I am a firm believer in empowering my clients with the knowledge needed to navigate their systems confidently. Therefore, I will not only deliver a clean CSV or direct HubSpot import of verified contacts but also provide a detailed permission-status report and categorize each contact as per your requirements. Additionally, I'll ensure you're comfortable with basic automation inside HubSpot through a short recorded Loom session. So, if you're looking for a reliable profession
£500 GBP in 7 days
5.2
5.2

Ensuring optimum functionality has long been my speciality; all your contacts will be categorized and tagged based on your specified classifications such as Clients, Partners, and more. In addition, I commit to crafting a comprehensive permission status report that will effectively outline opt-ins, opt-outs and non-responders. This will be accompanied by a short recorded Loom or live session guiding you through aspects of HubSpot that will prove particularly useful for segmenting future campaigns. Clients appreciate my clear communication style throughout projects and my propensity for clean and maintainable code - traits that translate into a reliable delivery of scalable solutions that grow with your business. With me on board, you can rest assured that not only will all 8,000 names be handled with care but their transition to HubSpot CRM will also entail a meaningful enhancement of segmentation abilities for future outreach. Let's partner up and get started.
£260 GBP in 4 days
4.7
4.7

As a seasoned professional in data management and CRM platforms such as HubSpot and Office 365, I am confident that I can deliver all the requirements of your project with precision and efficiency. My expertise lies in ensuring data integrity, conducting thorough data scrubbing and automation - all skills that will come into play for your contacts migration from Microsoft Office 365 to HubSpot CRM. Throughout my career, I have taken on complex projects similar to yours, providing impeccable data solutions for my clients. My proficiency in data verification, de-duplication techniques, and categorization strategies will help guarantee a clean CSV with verified and tagged contacts. Additionally, I'm experienced in managing segments effectively, which will enable you to carry out targeted campaigns easily. Perhaps one of my greatest assets is not just my technical acumen, but my ability to understand the broader context of a task. I recognize that your need to familiarize yourself with the new system is equally important as executing the actual migration. Therefore, I'm dedicated to providing you with not just the required deliverables but also a detailed recorded walkthrough demonstrating how everything now functions within HubSpot. Investing in me means entrusting your project to someone who values communication and long-term collaboration - ready and capable of exceeding your expectations!
£500 GBP in 7 days
4.5
4.5

Hi, I can help you clean, verify, and migrate your 8,000 Office 365 contacts into HubSpot with a well-organized CRM that's ready for future marketing and outreach. Here's what I'll do: - Clean and de-duplicate your contact database. - Review incomplete records and flag those needing manual attention. - Send and track the one-time permission email, reporting opt-ins, opt-outs, bounces, and non-responders. - Research contacts without email addresses via LinkedIn or other reliable sources where appropriate. - Import the cleaned data into HubSpot (or provide a clean CSV). - Categorize contacts into Clients, Partners, Past Business Initiatives, and Built Environment/IAQ/Sustainability, along with useful sub-tags. - Set up HubSpot views, lists, and basic automations. - Provide a Loom video or live walkthrough so you're comfortable managing everything yourself. I've worked with HubSpot, Microsoft 365, CRM data cleanup, contact segmentation, and email outreach, and I understand how important clean data is before a CRM migration. I'm available to start immediately and would be happy to discuss your timeline. Looking forward to working with you! Best, IhalaD
£500 GBP in 7 days
4.4
4.4

Moving 8,000 contacts into HubSpot is exactly the point where a little preparation saves a lot of cleanup later. I’d start by auditing the Office 365 export, removing and merging duplicates using consistent matching rules so nothing valuable gets lost, then flag records with missing or questionable information before anything is imported. For the permission email, I’d keep the process trackable so every response, bounce, and non-response is clearly reported, making the next decision on archiving much easier. Contacts without email would be reviewed individually, and where appropriate I’d verify details through LinkedIn or other professional sources rather than guessing. Once the data is reliable, I’d apply your core categories and add useful sub-tags where patterns emerge, making future segmentation much easier. After the import, I’ll walk you through HubSpot views, lists, and simple automations with a short Loom so you can manage everything confidently going forward. I’m ready to get started immediately.
£500 GBP in 7 days
3.8
3.8

Hi, there! I can clean and migrate your Office 365 contacts into HubSpot with a strong focus on data quality and future marketing readiness. I’ve completed similar CRM migration projects involving duplicate merging, contact verification, permission based email campaigns, segmentation, LinkedIn research, and HubSpot imports. I’ll deliver a well organized database, categorize contacts with meaningful tags, prepare the permission status report, and provide a clear walkthrough of HubSpot views, lists, and basic automations so you can manage everything confidently. Best regards, George
£500 GBP in 7 days
3.6
3.6

Hi, I can help clean and organise your 8,000 Office 365 contacts and prepare a structured HubSpot CRM import with accurate segmentation. I’ll identify duplicates, review incomplete records, manage verification status, and prepare a clear permission tracking process for your outreach campaign. I can organise contacts into your required categories, add useful tags, prepare clean CSV files, and ensure the HubSpot setup is ready for future campaigns. I also have experience with CRM migrations, contact data cleanup, email workflows, and can provide a simple walkthrough so you can confidently manage views and automation. I’m currently fully available, can start immediately, and can dedicate my full attention to complete the cleanup efficiently and accurately. I’d be happy to review your current data structure and discuss the best approach for a smooth HubSpot transition. Best Regards, Fizza
£250 GBP in 5 days
3.9
3.9

Hi, I can help clean and migrate your 8,000 contacts from Office 365 to HubSpot by removing duplicates, validating data, managing the permission email campaign, categorizing contacts, and importing a clean database. I’ll also provide a permission-status report, proper tagging, and a Loom walkthrough so you can confidently manage HubSpot going forward.
£250 GBP in 3 days
2.3
2.3

Hello, I'd be happy to help you clean and organize your contact database before moving it to HubSpot. I have experience working with Microsoft Office 365, Excel/CSV data, CRM systems, and data cleanup tasks, including removing duplicates, reviewing incomplete records, organizing contacts into categories, and preparing data for a smooth HubSpot import. I can also assist with permission email tracking and provide clear documentation of the completed work. My focus is accuracy, confidentiality, and timely delivery. I'd be glad to discuss your workflow and get started right away. Thank you for your time. I look forward to working with you.
£250 GBP in 3 days
1.4
1.4

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