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Primary company association enforcement on contact

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
OutcomeContacts linked to more than one company always have a clear primary company on record, instead of leaving reports and account-based routing to guess which one counts.
Workflow mapdata-quality-016
Contact has 2+ associated companies leads to Custom code: read labeled company associations. Custom code: read labeled company associations leads to Company count. Company count leads to 1: Status: Single company - ok; 2+, has primary: Status: Primary confirmed; 2+, no primary: Status: Needs review. Status: Needs review leads to Add to review list + create task. 1 2+, has primary 2+, no primary Contact has 2+ associated companies Custom code: read labeled company associations Company count Status: Single company - ok Status: Primary confirmed Status: Needs review Add to review list + create task
Contact has 2+ associated companies leads to Custom code: read labeled company associations. Custom code: read labeled company associations leads to Company count. Company count leads to 1: Status: Single company - ok; 2+, has primary: Status: Primary confirmed; 2+, no primary: Status: Needs review. Status: Needs review leads to Add to review list + create task. 1 2+, has primary 2+, no primary Contact has 2+ associated companies Custom code: read labeled company associations Company count Status: Single company - ok Status: Primary confirmed Status: Needs review Add to review list + create task

When to use it, when not to

Use it

  • Use it when reps or integrations sometimes link a contact to a second company (a former employer, a partner organization) without ever confirming which one is primary.
  • Use it alongside data-quality-006 (auto-association from email domain) and data-quality-007 (missing company flag): this fiche assumes an association already exists and checks which one is marked primary.
Read more on when to use itShow less

Skip it

  • Do not use it on a portal where contacts are only ever linked to a single company. There is nothing to enforce.
  • Do not use it expecting the workflow to pick a primary company on your behalf when the answer is not obvious, such as two current employers. That decision goes to a human.
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 · 5 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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