How to Set Up the Weekly Data Quality Digest in Hubspot

The weekly data quality digest in Hubspot helps you quickly spot and resolve common CRM data issues without having to manually audit every record. By configuring this automatic email, you get a clear summary of problems across objects and properties, so your team can keep data clean and reliable.

What the Hubspot Data Quality Digest Does

The data quality digest is a recurring email that summarizes data issues detected in your account. It focuses on common problem areas and gives you a starting point for cleanup work.

Key elements included in the email:

• Counts of issues by type, such as formatting or missing values
• Links to tools where you can review and fix issues
• A regular cadence (weekly) so you can track trends over time

This digest is generated automatically based on data quality tools available in your subscription, and access is controlled by user permissions.

Hubspot Permissions Required for the Digest

Before you can view or manage the weekly data quality digest in Hubspot, you need the correct permissions. Access is controlled by your user role and the CRM tools enabled in your account.

In most accounts, the relevant permission is the ability to use data management or data quality tools. If you do not see the digest settings, contact your account admin and ask them to:

• Confirm that your user has access to CRM tools for data quality
• Check that your subscription tier includes data quality features
• Grant additional permissions if you manage data cleanup for your team

Once the right permissions are in place, you can open and adjust the digest from the data management area.

How to Access the Data Quality Digest in Hubspot

You can reach the weekly data quality digest settings directly from the data quality tools inside Hubspot. Use the steps below as a general guide to find the area where the digest is managed.

Step 1: Navigate to Data Management in Hubspot

1. Sign in to your account.
2. Open the main navigation and go to the section that lists data or CRM settings.
3. Look for options related to Data quality, Data management, or Data issues.

From there, you should see an overview of data quality tools and any related email digests.

Step 2: Locate the Weekly Digest Panel

Within the data quality tools in Hubspot, you will find an area for alerts or digests. This panel shows whether the weekly data quality digest is currently active and who is receiving it.

Typical information in this panel includes:

• Switch or toggle to turn the digest on or off for your user
• A short description of what the email contains
• Links to more details on data quality issues

Configuring Weekly Data Quality Digest Settings in Hubspot

Once you have located the digest controls, you can configure them to match your needs. Settings may vary by subscription, but the process follows the same basic pattern.

Step 3: Turn the Weekly Digest On or Off

Use the main toggle or checkbox to control whether you receive the weekly data quality digest in Hubspot.

1. Find the option labeled similarly to Receive weekly data quality digest.
2. Enable it if you want to start receiving the email.
3. Disable it if you prefer not to receive the digest.

Changes usually apply to your user only, so other team members can manage their own preferences independently.

Step 4: Review the Issue Types Included

The digest is based on issue types that Hubspot detects in your CRM. While you typically cannot edit every detail of the email, you can use the data quality tools to understand what will appear.

Common issue types surfaced in the digest may include:

• Formatting inconsistencies (for example, phone numbers or dates)
• Properties with suspected incorrect values
• Records with missing or incomplete key fields
• Duplicate records identified by matching rules

The email summarizes these issues so that you can click through and fix them in the corresponding tools.

Using the Hubspot Digest to Improve CRM Data

Turning on the weekly data quality digest in Hubspot is only the first step. To get real value, you should build a simple routine around reviewing and acting on the information it provides.

Step 5: Establish a Weekly Review Routine

When the email arrives each week, follow a consistent pattern:

1. Open the digest and scan the high-level issue counts.
2. Identify the issue type with the largest impact, such as duplicates or missing key properties.
3. Click the link from the digest to open the relevant data quality tool.
4. Resolve a set number of issues or work through them until you reach a clear stopping point.

This lightweight workflow helps you gradually improve CRM data without overwhelming your team.

Step 6: Prioritize Objects and Properties

Not every issue has the same business impact. Use the information in the Hubspot digest to decide which objects and properties are most important to fix first.

Typical priorities include:

• Contact and company properties tied to reporting and automation
• Fields used in lead scoring, segmentation, and lifecycle stages
• Key identifiers such as email addresses, domains, and phone numbers

By focusing on high‑value data, you make sure your cleanup efforts support better reporting and smoother automation.

Best Practices for Managing Data Quality in Hubspot

The weekly data quality digest becomes more powerful when combined with broader data management habits.

• Assign ownership: Designate a data owner or small team to watch the digest and coordinate cleanup.
• Set simple goals: For example, reduce a specific issue type by a set percentage over the next month.
• Align with workflows: Ensure that forms, integrations, and imports follow rules that support clean data.
• Educate users: Train sales, marketing, and service teams on correct property usage and naming standards.

Over time, the digest becomes a useful indicator of whether your overall CRM processes are improving.

Where to Learn More About the Hubspot Data Quality Digest

If you need more detail on how the weekly data quality digest works in Hubspot, review the official product documentation, which explains features and settings in depth. You can find the relevant article at this Hubspot knowledge base page.

For broader CRM strategy, data governance standards, or help designing a scalable setup, you may also want guidance from specialists. Partners such as Consultevo can support you with implementation planning, process design, and ongoing optimization.

Summary: Keep Your CRM Clean with the Hubspot Digest

The weekly data quality digest in Hubspot gives you a straightforward way to monitor and address data problems before they affect reporting, automation, and customer experience. By ensuring you have the right permissions, enabling the digest, and adopting a simple weekly review routine, you can steadily improve the accuracy and reliability of your CRM data.

Use the digest as an early warning system for data issues, combine it with clear ownership and basic governance, and your CRM will stay healthier and more valuable over time.

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