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Enrichment fallback task when third-party enrichment finds no match

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 that a connected enrichment tool fails to match get a manual research task after a short grace period, instead of quietly staying incomplete because everyone assumed enrichment handled it.
Workflow mapdata-quality-023
Contact created, email known leads to Delay 2 days. Delay 2 days leads to Success field known?. Success field known? leads to yes: Status: Enriched; no: Status: No match - needs manual research. Status: No match - needs manual research leads to Add to review list + create task. yes no Contact created, email known Delay 2 days Success field known? Status: Enriched Status: No match - needs manual research Add to review list + create task
Contact created, email known leads to Delay 2 days. Delay 2 days leads to Success field known?. Success field known? leads to yes: Status: Enriched; no: Status: No match - needs manual research. Status: No match - needs manual research leads to Add to review list + create task. yes no Contact created, email known Delay 2 days Success field known? Status: Enriched Status: No match - needs manual research Add to review list + create task

When to use it, when not to

Use it

  • Use it when a third-party or native enrichment integration populates a known set of fields shortly after contact creation, and you need a fallback for the records it cannot match.
  • Use it when the field your enrichment tool writes on a successful match is known in advance, whether that is Industry, Number of employees, or a vendor-specific field.
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Skip it

  • Do not use it without confirming which specific property your enrichment integration writes on success; guessing the wrong property makes this workflow always fall back, even on genuine matches (check in your portal: the exact property your enrichment integration populates on success, checked directly in that integration's settings or field mapping).
  • Do not use it if your enrichment tool runs on a schedule longer than a day; extend the delay in Steps to match, or the fallback fires before the tool has had a real chance to match the record.
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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 · 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 · 3 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

The properties JSON creates the fields in one call. The workflow JSON documents the build.

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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