Clean Up Your HubSpot Account Fast
Keeping your HubSpot account clean and organized is essential as your database, assets, and tools grow over time. The Account cleanup experience helps you quickly find unused items, review automated recommendations, and remove what you no longer need, all in one centralized view.
This guide walks you through how to access Account cleanup, understand each recommendation type, and take safe action on outdated assets without risking important data.
What is the HubSpot Account Cleanup Experience?
The Account cleanup experience is a centralized dashboard that scans your portal for unused or outdated assets and flags them with actionable recommendations. Instead of hunting through individual tools, you can manage cleanup tasks in one place and streamline your HubSpot workspace.
From this view, you can:
- Identify unused assets, such as forms or emails.
- Review the last usage date for each item.
- Accept or dismiss recommendations in bulk or individually.
- Archive, unpublish, or delete assets directly from the tool.
- Assign cleanup work to owners and track activity.
How to Access Account Cleanup in HubSpot
Accessing the Account cleanup section in HubSpot depends on your navigation layout, but the process is straightforward.
Step-by-step navigation in HubSpot
- Sign in to your HubSpot account.
- In the main navigation bar, go to your account or settings area (based on your portal’s configuration).
- Look for an option related to Account cleanup or Cleanup tools within account management.
- Open the Account cleanup dashboard to view your list of recommendations.
If you need strategic help planning a full portal cleanout beyond this feature, you can also work with specialists such as Consultevo for broader optimization guidance.
Understanding HubSpot Cleanup Recommendations
Within the Account cleanup dashboard, HubSpot automatically generates recommendations based on asset usage and activity. Each recommendation includes a quick description and the action you can take.
Common types of recommendations include:
- Delete unused assets – Items that have not been used for a long time or have no engagement.
- Unpublish assets – Content that should be taken offline but preserved in your account.
- Archive items – Assets you want to store without keeping them active in daily use.
- Update or consolidate – Cases where multiple assets overlap or are redundant.
Each recommendation card typically shows:
- The asset name and type.
- The last used or last modified date.
- Suggested action (such as delete, unpublish, or archive).
- An action button and a menu for additional options.
Filters and search in HubSpot cleanup
The Account cleanup view includes filters and search controls so you can focus on specific assets. You can generally:
- Filter by asset type (for example, forms, workflows, or emails).
- Filter by action type (delete, unpublish, or archive).
- Search by asset name or keyword.
- Sort results by last used date or creation date.
Using these tools helps you prioritize the most critical cleanup tasks in your HubSpot portal.
How to Review and Remove Unused Assets in HubSpot
Once you see your recommendations list, you can start acting on unused assets directly from the Account cleanup panel.
Review details before taking action
- Click the recommendation to expand its details.
- Review the asset information, including:
- Name and type of asset.
- Associated tools or locations where it may be used.
- Last activity date and engagement metrics, if available.
- Confirm the suggested action aligns with your internal processes.
- If you are unsure, open the asset in a new tab to double-check dependencies.
Apply cleanup actions in HubSpot
From each recommendation, you can typically perform one of these actions:
- Delete – Permanently remove the asset from your HubSpot account. This is best for items that are clearly obsolete.
- Unpublish – Take pages or forms offline while keeping them in your portal for reference.
- Archive – Move assets out of active views but keep them stored for record-keeping.
- Ignore or dismiss – Mark a recommendation as not relevant so it no longer appears in your cleanup queue.
When available, you can also select multiple recommendations and apply bulk actions to speed up your cleanup efforts.
Best Practices for Safe HubSpot Account Cleanup
To avoid accidental data loss in HubSpot, follow a structured process and review every recommendation carefully.
Plan your cleanup workflow
- Start with low-risk assets, such as old test forms or sample emails.
- Move on to unused lists, workflows, or sequences only after verifying they are not referenced elsewhere.
- Schedule regular reviews of the Account cleanup dashboard, such as monthly or quarterly.
Check dependencies across HubSpot tools
Before deleting or unpublishing, confirm the asset is not used in:
- Active workflows or automation sequences.
- Live landing pages or forms.
- Reporting dashboards or internal processes.
If you suspect an asset might be needed later, consider archiving instead of deleting it from HubSpot.
Tracking Cleanup Activity in HubSpot
As you work through Account cleanup, you may want visibility into what changed and who made each update in your HubSpot account.
From within the cleanup view, you can typically:
- See when recommendations were accepted or dismissed.
- Identify the user who took a specific action.
- Review the status of each item (pending, completed, or ignored).
This audit-friendly approach makes it easier for teams to collaborate on large cleanup projects while maintaining accountability.
Where to Learn More About HubSpot Cleanup
For full technical details on the Account cleanup experience and the latest updates, refer to the official HubSpot Knowledge Base article: Remove unused assets from your account with account cleanup.
By regularly using the Account cleanup tool in HubSpot, you keep your portal lean, improve performance, and make it easier for your team to find the assets that truly matter.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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