HubSpot Data Trust Foundation

Make HubSpot a system of truth – not a system you second-guess.

Trust your data

The Data Trust Foundation helps your company confidently grow with HubSpot by establishing the standards needed to produce reliable reporting, workflows, attribution and AI outputs — not just today, but as you scale.

The real problem

Most HubSpot issues aren’t caused by missing features or bad configuration.

They’re caused by inconsistent inputs, undefined ownership and unenforced processes.

The result:

Dashboards no one trusts
Unpredictable AI and automation
Inconsistent lead stages and scoring
Attribution that doesn’t hold up

These are the symptoms of broken Data Trust.

What Data Trust actually means

Data Trust is not cleanliness. It’s confidence.

Accurate points of entry

Processes that are tracked and enforced

AI and automation that behave predictably

Reporting that reflects reality

What’s included in the Data Trust Foundation

The Data Trust Foundation is a focused engagement to make your HubSpot data reliable enough to support real decisions.

Decision-to-Data Mapping

We start with the decisions your team relies on and trace them back to the data that supports them.

This allows us to:

Identify where trust actually breaks
Ignore fields that don’t matter
Focus the work where it counts

Critical Data Definition

From those decisions, we derive a focused set of critical data points that must be accurate and consistent.

For each one, we define:

What it means
When it must be set
Who owns it

Data Creation & Process Mapping

We map where critical data is created and modified across key moments — lifecycle changes, stage transitions, handoffs and integrations.

This surfaces:

Inconsistent processes
Silent overwrites
Gaps between intent and reality

We focus only on what affects trust.

Enforcement Inside HubSpot

We translate expectations into enforcement so data quality doesn’t rely on memory or training.

This includes:

Required fields at the right moments
Guardrails that prevent bad data from progressing
Automation to normalize values

Ownership & Standards

We establish clear ownership so data trust holds over time.

That includes:

Responsibility for maintaining standards
Guardrails for future changes
Simple ways to detect drift early

What This Enables

With the Foundation in place, teams can safely move into:

Reliable reporting and attribution
Scalable automation
AI-ready data

Who this engagement is for

For:

Scaling B2B companies
Complex HubSpot instances
Multi-system environments
Executive teams that need accuracy

Not for:

Early-stage teams
“Just setting up HubSpot”
One-off cleanup requests

Why Simple Machines

True Data Trust requires technical depth, enforcement capability and the discipline to design for real-world behavior.

Most HubSpot partners work within the confines of the platform and stop at recommendations, documentation or surface-level cleanup.

We go deeper by designing and enforcing Data Trust at the system level — using HubSpot configuration, workflow logic and, when necessary, direct API-level work to normalize data and prevent drift across connected systems.

Our team includes multiple HubSpot Certified Trainers, we’re an accredited HubSpot partner and an accredited Supered partner. This unique expertise allows us to pair technical enforcement with embedded process guidance inside HubSpot itself.

This is why teams bring us in when accuracy matters.

“We extensively use Simple Machine knowledge base to maintain and clean up our HubSpot CRM, ensuring data integrity and useful actionable data points.”

Nicolas Novel, Perfect Clean