HubSpot Process Documentation
- Generated by: HubSpot Documentation Engine
- Total process candidates: 1
- Workflow assessment scope: name_contains via DOCS_WORKFLOW_PREFIXES: ELEVATE, Quality (86/500)
- List assessment scope: name_contains via DOCS_LIST_PREFIXES: ELEVATE (45/2191)
- Status: draft
Data quality_Companies_Data clean-up
METADATA
title: Data quality_Companies_Data clean-up
type: process
domain: Data Quality
objects: [Company]
status: draft
User Story (optional)
Logic not derivable from system.
Why
- Why this process exists: Logic not derivable from system.
- What business problem it solves: Logic not derivable from system.
- What breaks if removed: HubSpot would stop executing the system behavior listed below; business impact is not derivable from system alone.
How It Works
Trigger
- Exact trigger from workflow: HubSpot enrollment criteria type: EVENT_BASED
- Criteria type: EVENT_BASED
- Filter-like criteria returned: 5
- Property references: hs_name, hs_value
- List references: none detected
- Filter types: PROPERTY: 2
- Operators: ALL_PROPERTY: 1, HAS_COMPLETED: 1, IS_EQUAL_TO: 1, IS_KNOWN: 1, STRING: 1
- Trigger logic:
- Enrollment criteria type: EVENT_BASED
- Enrollment branch 1:
- AND group
- hs_name equals n4f_company_cleaning_date_text
- hs_value is known
Steps
Step 1 - Action 1
- What happens: Runs a connected HubSpot workflow action
- What triggers it: Workflow start action returned by HubSpot
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: none detected; lists: none detected
DATA MEANING:
- No property descriptions returned for the properties in this step.
ACTION EVIDENCE:
- Action category: connected_action
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Runs a connected HubSpot workflow action
- Returned action type: SINGLE_CONNECTION
- Returned field keys: delta, time_unit
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 2 - Action 2
- What happens: Sets HubSpot property values; properties: n4f_region_county_company = static value not returned
- What triggers it: After action 1
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: 4f_Region-Country (n4f_region_county_company); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: n4f_region_county_company
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- 4f_Region-Country (n4f_region_county_company) is set or updated; value: static value not returned; confidence: high. Purpose: Main region/country label as a dropdown to overcome issues with single text. Includes region and country.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 3 - Action 3
- What happens: Sets HubSpot property values; properties: city = static value not returned
- What triggers it: After action 2
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: City (city); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: city
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- City (city) is set or updated; value: static value not returned; confidence: high. Purpose: City where the company is located.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 4 - Action 4
- What happens: Sets HubSpot property values; properties: country = static value not returned
- What triggers it: After action 3
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: Country/Region (country); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: country
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- Country/Region (country) is set or updated; value: static value not returned; confidence: high. Purpose: Country in which the company or organization is located.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 5 - Action 5
- What happens: Sets HubSpot property values; properties: hs_country_code = static value not returned
- What triggers it: After action 4
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: Country/Region Code (hs_country_code); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: hs_country_code
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 6 - Action 6
- What happens: Sets HubSpot property values; properties: phone = static value not returned
- What triggers it: After action 5
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: Phone Number (phone); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: phone
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- Phone Number (phone) is set or updated; value: static value not returned; confidence: high. Purpose: Company primary phone number.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 7 - Action 7
- What happens: Sets HubSpot property values; properties: zip = static value not returned
- What triggers it: After action 6
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: Postal Code (zip); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: zip
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- Postal Code (zip) is set or updated; value: static value not returned; confidence: high. Purpose: Postal or zip code of the company or organization.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 8 - Action 8
- What happens: Sets HubSpot property values; properties: state = static value not returned
- What triggers it: After action 7
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: State/Region (state); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: state
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- State/Region (state) is set or updated; value: static value not returned; confidence: high. Purpose: State or region in which the company or organization is located.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 9 - Action 9
- What happens: Sets HubSpot property values; properties: hs_state_code = static value not returned
- What triggers it: After action 8
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: State/Region Code (hs_state_code); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: hs_state_code
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 10 - Action 10
- What happens: Sets HubSpot property values; properties: address = static value not returned
- What triggers it: After action 9
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: Street Address (address); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: address
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- Street Address (address) is set or updated; value: static value not returned; confidence: high. Purpose: Street address of the company or organization, including unit number.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 11 - Action 11
- What happens: Sets HubSpot property values; properties: address2 = static value not returned
- What triggers it: After action 10
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: Street Address 2 (address2); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: address2
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- Street Address 2 (address2) is set or updated; value: static value not returned; confidence: high. Purpose: Additional address of the company or organization.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 12 - Action 12
- What happens: Sets HubSpot property values; properties: f4f_d_u_n_s__number = static value not returned
- What triggers it: After action 11
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: DELETE_4f_D-U-N-S® Number (f4f_d_u_n_s__number); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: f4f_d_u_n_s__number
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 13 - Action 13
- What happens: Sets HubSpot property values; properties: db_company_hierarchy__parent_ = static value not returned
- What triggers it: After action 12
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: delete_DB_Company hierarchy (parent) (db_company_hierarchy__parent_); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: db_company_hierarchy__parent_
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 14 - Action 14
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: db_domestic_annual_sales_revenue
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 15 - Action 15
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: db_domestic_ultimate_employee_count
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 16 - Action 16
- What happens: Sets HubSpot property values; properties: db_global_ultimate_sales_revenue = static value not returned
- What triggers it: After action 15
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: delete_DB_Global annual sales revenue (db_global_ultimate_sales_revenue); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: db_global_ultimate_sales_revenue
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 17 - Action 17
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: db_global_ultimate_employee_count
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 18 - Action 18
- What happens: Sets HubSpot property values; properties: db_sic_code_description = static value not returned
- What triggers it: After action 17
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: delete_DB_SIC code description (db_sic_code_description); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: db_sic_code_description
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 19 - Action 19
- What happens: Sets HubSpot property values; properties: sic_code_dd = static value not returned
- What triggers it: After action 18
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: SIC Code_dd (sic_code_dd); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: property_name, value
- property_name: sic_code_dd
- value: static value not returned
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
CUSTOM CODE LOGIC:
- No custom code detected in this step.
System Behavior
- Workflow actions: 19
- Branch actions: 0
- Custom code actions: 0
- Property operations: 18
- List dependencies: 0
- Action categories: connected_action: 1, set_property: 18
- Property operation types: set_property: 18
- Associations created: listed under Outcomes when custom code exposes association evidence.
Outcomes
- Objects created: Logic not derivable from system.
- Objects updated: Company: 18 property operation(s)
- Associations created: Logic not derivable from system.
- Marketing emails sent: 0
- Internal notifications: 0
- Sequence enrollments: 0
- Subscription updates: 0
- Webhooks: 0
- Custom code actions: 0
How It Is Implemented
Workflows
- Workflow: Data quality_Companies_Data clean-up
- Workflow ID: 3706302678
- Revision ID: 46
- Enabled: yes
- Current HubSpot description: No workflow description returned.
- Purpose: Logic not derivable from system.
- Key logic: connected_action: 1, set_property: 18
- Branching logic: 0 branch detail(s) returned by HubSpot
No branch logic returned by HubSpot.
- Dependencies: lists: none detected; properties: Street Address (address), Street Address 2 (address2), City (city), Country/Region (country), delete_DB_Company hierarchy (parent) (db_company_hierarchy__parent_), delete_DB_Domestic annual sales revenue (db_domestic_annual_sales_revenue), delete_DB_Domestic ultimate employee count (db_domestic_ultimate_employee_count), delete_DB_Global ultimate employee count (db_global_ultimate_employee_count), delete_DB_Global annual sales revenue (db_global_ultimate_sales_revenue), delete_DB_SIC code description (db_sic_code_description), DELETE_4f_D-U-N-S® Number (f4f_d_u_n_s__number), Country/Region Code (hs_country_code), hs_name, State/Region Code (hs_state_code), hs_value, 4f_Region-Country (n4f_region_county_company), Phone Number (phone), SIC Code_dd (sic_code_dd), State/Region (state), Postal Code (zip); custom code: none detected
Property Context
- Street Address (address) - Street address of the company or organization, including unit number. Roles: property updated, step data. internal name: address; object: Companies; type: string.
- Street Address 2 (address2) - Additional address of the company or organization. Roles: property updated, step data. internal name: address2; object: Companies; type: string.
- City (city) - City where the company is located. Roles: property updated, step data. internal name: city; object: Companies; type: string.
- Country/Region (country) - Country in which the company or organization is located. Roles: property updated, step data. internal name: country; object: Companies; type: string.
- delete_DB_Company hierarchy (parent) (db_company_hierarchy__parent_) - delete Roles: property updated, step data. internal name: db_company_hierarchy__parent_; object: Companies; type: enumeration.
- delete_DB_Domestic annual sales revenue (db_domestic_annual_sales_revenue) - delete Roles: property updated, step data. internal name: db_domestic_annual_sales_revenue; object: Companies; type: string.
- delete_DB_Domestic ultimate employee count (db_domestic_ultimate_employee_count) - delete Roles: property updated, step data. internal name: db_domestic_ultimate_employee_count; object: Companies; type: number.
- delete_DB_Global ultimate employee count (db_global_ultimate_employee_count) - delete Roles: property updated, step data. internal name: db_global_ultimate_employee_count; object: Companies; type: number.
- delete_DB_Global annual sales revenue (db_global_ultimate_sales_revenue) - deleet Roles: property updated, step data. internal name: db_global_ultimate_sales_revenue; object: Companies; type: string.
- delete_DB_SIC code description (db_sic_code_description) - delete Roles: property updated, step data. internal name: db_sic_code_description; object: Companies; type: string.
- DELETE_4f_D-U-N-S® Number (f4f_d_u_n_s__number) - Delete Roles: property updated, step data. internal name: f4f_d_u_n_s__number; object: Companies; type: string.
- Country/Region Code (hs_country_code) - Two-letter country code for the company headquarters location. Roles: property updated, step data. internal name: hs_country_code; object: Companies; type: string.
- hs_name - No HubSpot property description returned. Roles: trigger condition. internal name: hs_name; object: object not returned; type: not returned.
- State/Region Code (hs_state_code) - The company’s state or region code. Roles: property updated, step data. internal name: hs_state_code; object: Companies; type: string.
- hs_value - No HubSpot property description returned. Roles: trigger condition. internal name: hs_value; object: object not returned; type: not returned.
- 4f_Region-Country (n4f_region_county_company) - Main region/country label as a dropdown to overcome issues with single text. Includes region and country. Roles: property updated, step data. internal name: n4f_region_county_company; object: Companies; type: enumeration.
- Phone Number (phone) - Company primary phone number. Roles: property updated, step data. internal name: phone; object: Companies; type: string.
- SIC Code_dd (sic_code_dd) - Delete Roles: property updated, step data. internal name: sic_code_dd; object: Companies; type: enumeration.
- State/Region (state) - State or region in which the company or organization is located. Roles: property updated, step data. internal name: state; object: Companies; type: string.
- Postal Code (zip) - Postal or zip code of the company or organization. Roles: property updated, step data. internal name: zip; object: Companies; type: string.
Evidence And Gaps
- Domain evidence: Derived from workflow name term: data quality
- Quality flags: property_operations_detected: Workflow appears to write or copy one or more properties.
- Narrative context: not used as source of truth.