Last updated: September 12, 2023
Available with any of the following subscriptions, except where noted:
Operations Hub Professional, Enterprise
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Track specific properties in the data quality tool to monitor updates to the property's values on CRM records for anomalies using HubSpot AI. You can keep track of the number of times that property values have been updated, compared to the expected range of updates for this property.
If the number of updates is outside of the expected range, this will be considered an anomaly. For example, if a property has been updated 15 times on a certain day, and the expected range is 5 to 10 times, it will be flagged as an anomaly. You can review these issues in the data quality tool and subscribe to notifications when these anomalies occur.
Set up a property to monitor
- In your HubSpot account, navigate to Reports > Data Management > Data Quality.
- At the top, in the Data monitoring section, click Get started or View all issues.
- In the top right, click Monitor new property.
- In the right panel, click the select an object type dropdown menu and select the type of property you would like to monitor.
- Click the Search for or select a property dropdown to select a property to monitor.
- Click the Notifications tab.
- Click the Select users to notify dropdown menu and click the checkbox next to user's name. Users must have Data Quality command center access to receive notifications. Learn more about managing notifications in the notification settings.
- To remove a subscribed user, click Remove next to the user's name.
- At the bottom, click Save.
Manage monitored properties
When you have created monitored properties, you can change your notifications or the property that has been set up.
- In your HubSpot account, navigate to Reports > Data Management > Data Quality.
- In the top right, click View all issues.
- To edit a monitored property or notifications, click Manage monitored properties in the top right.
- In the right panel, hover over the property and click Edit.
- To add another user to notify, click the Select users to notify dropdown menu and click the checkbox next to user's name.
- To remove a subscribed user, click Remove next to the user's name.
- To stop monitoring a property, in the top right, click Stop monitoring property. Then, click Stop monitoring.
Review issues
When HubSpot AI detects an anomaly it will appear in your dashboard. From here you can view more details:
- In your HubSpot account, navigate to Reports > Data Management > Data Quality.
- In the top right, click View all issues.
- To view more details, in the Actions column, click Review.
- To hide an alert, in the Actions column, click Dismiss.
- In the right panel, view details about any anomalies, including a data visualization and any other instances that have occurred in the past 30 days.
