Detect
Without Sanka
Scheduled scans flag duplicates, mismatches, and stale state across CRMs
With Sanka
Sanka
CRM data cleansing across Salesforce HubSpot and your back office
Continuously cleanse companies contacts and associations across Salesforce HubSpot and the back office with rules and an audit trail.
crm data cleansing
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Overview
Cleanse CRM data continuously, not in once-a-quarter scrambles
Detect across systems
Scan companies, contacts, and associations across Salesforce, HubSpot, and Sanka — surface duplicates, mismatches, and broken links in one queue.
Fix with rules, not spreadsheets
Apply normalization, merge, and reassignment rules in the workflow — no more quarterly CSV exports and manual cleanup.
Keep an audit trail
Every merge, normalization, and reassignment is logged with reason and reviewer, so finance, sales, and RevOps stay aligned.
Workflow
Run the cleansing loop continuously
- 01Detect; triageScheduled scans flag duplicates, mismatches, missing fields, and stale ownership across CRMs. Issues land in a queue scored by revenue impact, recency, and downstream risk.
- 02Resolve; syncMerge, normalize, reassign, or apply rules one record at a time or in bulk. Approved changes propagate to Salesforce, HubSpot, and the back office.
- 03AuditEvery change keeps a reason, reviewer, timestamp, and traceable history.
Compare
How the cleansing loop runs
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Detect | Scheduled scans flag duplicates, mismatches, and stale state across CRMs | Sanka |
| Triage | Issues land in a queue scored by impact (revenue, recency, blast radius) | RevOps |
| Resolve | Merge, normalize, reassign, or fix via rule — single record or in bulk | RevOps + Sales Ops |
| Sync | Changes propagate to Salesforce, HubSpot, and the back office | Sanka |
| Audit | Every change recorded with reason, reviewer, and timestamp | Sanka |
Triage
Without Sanka
Issues land in a queue scored by impact (revenue, recency, blast radius)
With Sanka
RevOps
Resolve
Without Sanka
Merge, normalize, reassign, or fix via rule — single record or in bulk
With Sanka
RevOps + Sales Ops
Sync
Without Sanka
Changes propagate to Salesforce, HubSpot, and the back office
With Sanka
Sanka
Audit
Without Sanka
Every change recorded with reason, reviewer, and timestamp
With Sanka
Sanka
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
By implementing Sanka, we expect to connect reel racks with shop-floor inventory data so we can calculate requirements based on accurate stock.
FAQ
Frequently asked questions
Will Cleansing merge records automatically?
Only inside the auto-apply threshold you set (e.g. exact domain match + matching billing address). Anything below the threshold lands in the review queue with a recommendation, not an action.
What if Salesforce and HubSpot disagree on a field?
You define a source-of-truth policy per field — e.g. owner from Salesforce, lifecycle stage from HubSpot, industry from Sanka enrichment. Conflicts that don't fit a rule go to the queue.
Can we undo a merge?
Yes. Every merge keeps the original record snapshots and the audit trail, so a merge can be reversed within the retention window.
How does Cleansing handle data residency?
All scans run inside your Sanka workspace region; no records are sent to a shared cleansing service. Field-level policies cover what is or isn't allowed to leave the workspace.