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Placeholder and junk value flag in name fields (test, n/a, asdf)

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.

6 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
OutcomeContacts carrying obvious placeholder or junk values in their name fields ("test", "n/a", "asdf") get flagged for cleanup instead of showing up in sales collateral, exports, or reports as if they were real names.
Workflow mapdata-quality-013
First or last name known or changed leads to Custom code: check against placeholder list and heuristics. Custom code: check against placeholder list and heuristics leads to Junk detected?. Junk detected? leads to yes: Flag: Junk detected; no: Flag: Clean. Flag: Junk detected leads to Add to review list + create task. yes no First or last name known or changed Custom code: check against placeholder list and heuristics Junk detected? Flag: Junk detected Flag: Clean Add to review list + create task
First or last name known or changed leads to Custom code: check against placeholder list and heuristics. Custom code: check against placeholder list and heuristics leads to Junk detected?. Junk detected? leads to yes: Flag: Junk detected; no: Flag: Clean. Flag: Junk detected leads to Add to review list + create task. yes no First or last name known or changed Custom code: check against placeholder list and heuristics Junk detected? Flag: Junk detected Flag: Clean Add to review list + create task

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

When to use it, when not to

Use it

  • Use it on portals fed by public forms, where testers, bots, and impatient form-fillers commonly leave junk in required name fields to get past validation.
  • Use it as a periodic sanity check after a bulk import from a source with unknown data quality.
Read more on when to use itShow less

Skip it

  • Do not use it expecting it to catch every kind of bad data. This workflow matches a known list of placeholder patterns and a few structural heuristics (repeated characters, keyboard-row strings); it will miss creative junk it was not built to recognize.
  • Do not use it to validate that a name is a real person's name (as opposed to a business name typed in the wrong field, for example). That is a different check, out of scope here.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 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 · 6 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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