HubSpot workflows for data quality
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.
Other categories
Read 12 complete specs before you pay.
One per category, same format as the paid ones. Email only, no card.
We email the link, then a short note when specs change. Nothing else.
Here it is. Download the pack now (.zip) The link is in your inbox too.
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