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Data completeness score (calculated property across key fields)

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.

Contact2 stepsUpdated for HubSpot seat pricing
OutcomeEvery contact carries a single completeness percentage across the fields your team actually relies on, so segmentation, reporting, and cleanup prioritization stop depending on eyeballing which fields are blank.
Workflow mapdata-quality-022
Contact created or a scored field changes leads to Custom code: count how many of 4 fields are known. Custom code: count how many of 4 fields are known leads to Set Data completeness score = passed / 4 x 100. Contact created or a scored field changes Custom code: count how many of 4 fields are known Set Data completeness score = passed / 4 x 100
Contact created or a scored field changes leads to Custom code: count how many of 4 fields are known. Custom code: count how many of 4 fields are known leads to Set Data completeness score = passed / 4 x 100. Contact created or a scored field changes Custom code: count how many of 4 fields are known Set Data completeness score = passed / 4 x 100

When to use it, when not to

Use it

  • Use it when several different fields matter for a contact to be usable, such as a working email, a phone number, a job title, and a lifecycle stage, and you want one number to sort or filter by instead of checking each field separately.
  • Use it to prioritize manual cleanup: sort a view by ascending score to find the records that need the most work.
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Skip it

  • Do not use it as a lead-scoring substitute. This measures whether fields are filled in, not whether the contact is a good fit or ready to buy. Keep it separate from HubSpot's lead scoring properties.
  • Do not use it with more than around eight to ten fields in the calculation; beyond that the score becomes hard to act on and the custom code gets harder to maintain. Pick the fields that actually drive a decision downstream.
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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 · 2 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 · 1 case, 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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