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HubSpot workflows for data quality

50 specs1 free46 Professional4 Enterprise

50 written specs for keeping HubSpot records clean: required fields, duplicate detection, normalization of phone, country and name fields, and association checks. Use them when forms, reps or imports create contacts with only a name and no way to reach them.

More about data quality in HubSpot

It opens with required field enforcement on contact creation, a duplicate contact review queue, phone number formatting and country name normalization. Deeper in the list: email typo detection in custom code, a data completeness score, duplicate companies by name similarity, and a one-time normalization pass on existing records. Most specs beyond a basic flag and task need Data Hub.

From the free spec, two things to know before building. A workflow cannot stop a record from being created: it reacts after the record exists, so this is a detect-and-flag pattern, and a hard block belongs on the form, with required fields. And static list membership does not clear by itself once a record is completed later, so the cleanup queue needs a small companion workflow to empty.

32 of the 50 start from a contact, the rest from a company, a deal, a custom object or a ticket. 46 need Professional, 4 Enterprise.

All 50 data quality specs

Most requested first. Professional tier unless marked.

Required field enforcement on contact creation (email or phone missing)Contact9 stepsFreeDuplicate contact detection and merge review queueContact7 stepsPhone number formatting to a standard international formatContact4 stepsCountry name normalization to a standard picklistContact7 stepsName casing cleanup for first name, last name, and company nameContact6 stepsCompany auto-association from contact email domainContact7 stepsMissing company association flag on contactContact5 stepsDuplicate company detection by domain matchCompany7 stepsRequired field enforcement on company creation (domain, industry)Company9 stepsCalculated property: full name from first and last nameContact2 stepsCalculated property: days since last activityContact4 stepsState/province normalization to a standard two-letter codeContact7 stepsPlaceholder and junk value flag in name fields (test, n/a, asdf)Contact6 stepsJob title standardization via lookup mappingContact7 stepsIndustry field standardization to a fixed picklistCompany7 stepsPrimary company association enforcement on contactContact7 stepsAssociation hygiene: ticket must have a contact associationTicket5 stepsAssociation hygiene: deal must have a company associationDeal5 stepsDuplicate ticket detection (same contact, same subject, short window)Ticket7 stepsFormat action: copy a field value between contact and associated companyContact1 stepFormat action: copy a field value between deal and associated companyDeal1 stepData completeness score (calculated property across key fields)Contact2 stepsEnrichment fallback task when third-party enrichment finds no matchContact6 stepsAddress field standardization (street abbreviations, casing)Contact2 stepsLinkedIn and social URL cleanup and format enforcementContact5 stepsCompany size bucket property from employee countCompany6 stepsCurrency normalization on deal amount to a home-currency propertyDeal4 stepsCustom code email typo detection (common domain misspellings)Contact6 stepsCross-field consistency check: phone country code vs. address countryContact6 stepsAssociation hygiene: prevent duplicate association labels on the same record pairDeal6 stepsRetroactive one-time normalization pass for existing records (batch enrollment)Contact3 stepsCustom object required-field enforcement on creationCustom4 stepsEnterpriseOrphaned deal cleanup list (no owner, no contact, no company)Deal2 stepsData-verified checkbox with periodic review reminderContact4 stepsCustom object association hygiene (child record must link to parent)Custom5 stepsEnterpriseDuplicate company detection by name-similarity fallbackCompany6 stepsStandardize date property format across import sourcesContact1 stepRound and format a numeric property (revenue estimate)Company1 stepPre-import dedupe key check via form hidden fieldContact2 stepsLanguage and locale property normalizationContact7 stepsMerge-conflict source-of-truth flag after a manual mergeContact2 stepsCalculated property: lead-to-customer conversion time in daysContact4 stepsEnrichment: reverse IP-to-company lookup review queueContact6 stepsCustom code validation of deal amount against line item totalDeal7 stepsAssociation count cap per company (portfolio hygiene flag)Company7 stepsTerritory-country mismatch flag (phone or address vs. assigned territory)Contact6 stepsAdvanced multi-step enrichment and normalization via webhook and custom codeContact2 stepsEnterpriseBulk property cleanup via scheduled recurring workflowContact10 stepsCustom object property normalization (picklist mapping from free text)Custom5 stepsEnterpriseSet the product plan on contacts from paid line items (payments and invoices)Contact7 steps

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