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Country name normalization to a standard picklist

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

7 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeFree-text country entries such as "USA", "U.S.", "United States", and "us" all collapse into one standardized value that reports, territory routing, and phone formatting can rely on.
Workflow mapdata-quality-004
Country/Region known, not yet normalized leads to Custom code: lookup table match. Custom code: lookup table match leads to Match found?. Match found? leads to yes: Set standardized value, status = Normalized; no: Status = Needs manual review. Status = Needs manual review leads to Add to review list + create task. yes no Country/Region known, not yet normalized Custom code: lookup table match Match found? Set standardized value, status = Normalized Status = Needs manual review Add to review list + create task
Country/Region known, not yet normalized leads to Custom code: lookup table match. Custom code: lookup table match leads to Match found?. Match found? leads to yes: Set standardized value, status = Normalized; no: Status = Needs manual review. Status = Needs manual review leads to Add to review list + create task. yes no Country/Region known, not yet normalized Custom code: lookup table match Match found? Set standardized value, status = Normalized Status = Needs manual review Add to review list + create task

When to use it, when not to

Use it

  • Use it when the Country/Region property is, or was, free text, and existing data has many spellings for the same country.
  • Use it before phone formatting (data-quality-003) or territory-based routing, since both depend on a clean country value.
Read more on when to use itShow less

Skip it

  • Do not use it if Country/Region is already a native dropdown with no legacy free-text data behind it. There is nothing to normalize.
  • Do not use it to normalize state or province values. See data-quality-012 for that, which needs its own lookup table.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 7 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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FreeRequired field enforcement on contact creation (email or phone missing)Contact9 steps Phone number formatting to a standard international formatContact4 steps State/province normalization to a standard two-letter codeContact7 steps Duplicate contact detection and merge review queueContact7 steps

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