HubSpot Process Documentation

Metadata

• 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_Company cleaning_duplicte proposal

METADATA title: Data Quality_Company cleaning_duplicte proposal 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: 1
• Property references: none detected
• List references: none detected
• Filter types: Logic not derivable from system.
• Operators: HAS_COMPLETED: 1
• Trigger logic:
  • Enrollment criteria type: EVENT_BASED
  • Enrollment branch 1:
    • AND group
      • Returned branch keys: eventTypeId, filterBranchOperator, filterBranchType, filterBranches, filters, operator

Steps

Step 1 - Action 2

• 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 1

• What happens: Runs custom code; 2 inputs; 0 outputs
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: additionalDomains, Company Domain Name (domain), 4f_company_cleaning_proposed_duplicate (n4f_company_cleaning_proposed_duplicate), Name (name); lists: none detected

DATA MEANING:

• Company Domain Name (domain): The domain name of the company or organization
• 4f_company_cleaning_proposed_duplicate (n4f_company_cleaning_proposed_duplicate): admin property only. used to indicate possible duplicates by checking domains, meaning, etc. and proposing merge
• Name (name): Product name

ACTION EVIDENCE:

• Action category: custom_code
• Detected intent: Runs custom code
• Returned action type: CUSTOM_CODE

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:

• Inputs used by code: additionalDomains, domain, n4f_company_cleaning_proposed_duplicate, name
• Conditions detected in code: Code condition: if (!selfDomains.length && !selfName2 && !selfName1) { Code condition: if (!candidates.length) { Code condition: if (String(c.id) === selfId) { Code condition: if (!evidence) { Code condition: if (!matches.length) { Code condition: if (matches.length > MAX_MATCHES) { Code condition: if (domains.length) { Code condition: if (name1 && isSafeName1(name1)) { Code condition: if (!filters.length) return []; Code condition: if (otherDomains.includes(d)) { Code condition: if ( Code condition: if (
• CRM/API operations detected: searches records, updates records or resources, writes properties: n4f_company_cleaning_proposed_duplicate
• Concrete CRM operations: search: companies; update: companies
• Search/filter evidence: search/filter operator: CONTAINS_TOKEN; search/filter operator: IN; search/filter operator: NEQ; search/filter property: domain; search/filter property: hs_object_id; search/filter property: name
• Data transformations: combines multiple values, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns, serializes data as JSON, splits a value into parts
• Outputs returned to workflow: outputFields
• HubSpot CRM objects affected or referenced: companies
• Associations handled: none detected
• Workflow control: can exit without producing outputs, can fail the action explicitly, contains asynchronous execution, returns output fields to later workflow actions
• Safeguards/error handling: error or warning logging, explicit error throwing, guard clauses or missing-value checks, structured response handling, try/catch error handling, checks missing values, has catch block, logs errors, throws errors
• Imports: @hubspot/api-client
• External systems/hosts: app.hubspot.com
• External call evidence: none detected
• HTTP methods in code: none detected
• Secrets configured: 2
• Code evidence: 378 lines returned; code body analyzed but omitted from docs

System Behavior

• Workflow actions: 2
• Branch actions: 0
• Custom code actions: 1
• Property operations: 0
• List dependencies: 0
• Action categories: connected_action: 1, custom_code: 1
• Property operation types: Logic not derivable from system.
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: companies (custom code contains update call)
• 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: 1

How It Is Implemented

Workflows

• Workflow: Data Quality_Company cleaning_duplicte proposal
  • Workflow ID: 3706311880
  • Revision ID: 8
  • Enabled: yes
  • Current HubSpot description: Checks newly created company records for possible duplicates by comparing domain and name, then proposes potential matches or clears previous proposals after a short delay.
  • Purpose: Checks newly created company records for possible duplicates by comparing domain and name, then proposes potential matches or clears previous proposals after a short delay.
  • Key logic: connected_action: 1, custom_code: 1
  • Branching logic: 0 branch detail(s) returned by HubSpot No branch logic returned by HubSpot.
  • Dependencies: lists: none detected; properties: Company Domain Name (domain), 4f_company_cleaning_proposed_duplicate (n4f_company_cleaning_proposed_duplicate); custom code: 1 custom code action(s)

Property Context

• additionalDomains - No HubSpot property description returned. Roles: step data. internal name: additionalDomains; object: object not returned; type: not returned.
• Company Domain Name (domain) - The domain name of the company or organization Roles: step data. internal name: domain; object: Companies; type: string.
• 4f_company_cleaning_proposed_duplicate (n4f_company_cleaning_proposed_duplicate) - admin property only. used to indicate possible duplicates by checking domains, meaning, etc. and proposing merge Roles: step data. internal name: n4f_company_cleaning_proposed_duplicate; object: Companies; type: string.
• Name (name) - Product name Roles: step data. internal name: name; object: Line Items; type: string.

Evidence And Gaps

• Domain evidence: Derived from workflow name term: data quality
• Quality flags: custom_code_present: Workflow appears to contain one or more custom code actions.
• Narrative context: not used as source of truth.