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

Internal_Data quality_Add or remove Label competitors by business line

METADATA title: Internal_Data quality_Add or remove Label competitors by business line 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: 8
• Property references: none detected
• List references: 13315, 13316, 13329, 13461
• Filter types: IN_LIST: 8
• Operators: IN_LIST: 4, NOT_IN_LIST: 4
• Trigger logic:
  • Enrollment criteria type: EVENT_BASED
  • Enrollment branch 1:
    • AND group
      • List 13315 is in list 13315
  • Enrollment branch 2:
    • AND group
      • List 13316 is in list 13316
  • Enrollment branch 3:
    • AND group
      • List 13329 is in list 13329
  • Enrollment branch 4:
    • AND group
      • List 13461 is in list 13461
  • Enrollment branch 5:
    • AND group
      • List 13315 is not in list 13315
  • Enrollment branch 6:
    • AND group
      • List 13316 is not in list 13316
  • Enrollment branch 7:
    • AND group
      • List 13329 is not in list 13329
  • Enrollment branch 8:
    • AND group
      • List 13461 is not in list 13461

Steps

Step 1 - Action 18

• 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: Branches based on HubSpot list membership; 2 branches; 1 list dependencies
• What triggers it: After action 18
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: none detected; lists: 13315

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: 4fc competitor
  • Condition summary: 4fc competitor
  • Default branch: no
  • Next action IDs: 2
  • Referenced properties: none detected
  • Referenced lists: 13315
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • List 13315 is in list 13315
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 19
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 19

LIST LOGIC:

• List 13315 (13315)
  • Business meaning: Logic not derivable from system.
  • Filters: Logic not derivable from system.
  • Referenced properties: none detected
  • Filter logic: Logic not derivable from system because no list filter branch was returned.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 3 - Action 19

• What happens: Sets HubSpot property values; properties: n4f_company_quality_label = static value 4fc-Competitor
• What triggers it: After action 1
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

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_company_quality_label
• value: static value 4fc-Competitor

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_company quality label (n4f_company_quality_label) is set or updated; value: static value 4fc-Competitor; confidence: high. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 4 - Action 6

• What happens: Branches based on HubSpot list membership; 2 branches; 1 list dependencies
• What triggers it: After action 19
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: none detected; lists: 13329

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: 4fm competitor
  • Condition summary: 4fm competitor
  • Default branch: no
  • Next action IDs: 8
  • Referenced properties: none detected
  • Referenced lists: 13329
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • List 13329 is in list 13329
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 20
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 20

LIST LOGIC:

• List 13329 (13329)
  • Business meaning: Logic not derivable from system.
  • Filters: Logic not derivable from system.
  • Referenced properties: none detected
  • Filter logic: Logic not derivable from system because no list filter branch was returned.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 5 - Action 20

• What happens: Sets HubSpot property values; properties: n4f_company_quality_label = static value 4fm-Competitor
• What triggers it: After action 6
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

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_company_quality_label
• value: static value 4fm-Competitor

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_company quality label (n4f_company_quality_label) is set or updated; value: static value 4fm-Competitor; confidence: high. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 6 - Action 7

• What happens: Branches based on HubSpot list membership; 2 branches; 1 list dependencies
• What triggers it: After action 20
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: none detected; lists: 13316

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: 4fs competitor
  • Condition summary: 4fs competitor
  • Default branch: no
  • Next action IDs: 9
  • Referenced properties: none detected
  • Referenced lists: 13316
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • List 13316 is in list 13316
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 13
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 13

LIST LOGIC:

• List 13316 (13316)
  • Business meaning: Logic not derivable from system.
  • Filters: Logic not derivable from system.
  • Referenced properties: none detected
  • Filter logic: Logic not derivable from system because no list filter branch was returned.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 7 - Action 13

• What happens: Runs custom code; 2 inputs; 0 outputs
• What triggers it: After action 7
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Record ID (hs_object_id), 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• Record ID (hs_object_id): The unique ID for this record. This value is set automatically by HubSpot.
• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

ACTION EVIDENCE:

• Action category: custom_code
• Connection: object with keys: edgeType, nextActionId
• 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: hs_object_id, n4f_company_quality_label
• Conditions detected in code: Code condition: if (!token) { Code condition: if (!companyId) {
• CRM/API operations detected: updates records or resources, writes properties: n4f_company_quality_label
• Concrete CRM operations: none detected
• Search/filter evidence: none detected
• Data transformations: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts
• Outputs returned to workflow: labels, n4f_company_quality_label, outputFields, updated_n4f_company_quality_label
• HubSpot CRM objects affected or referenced: companies
• Associations handled: none detected
• Workflow control: none detected
• Safeguards/error handling: error or warning logging, guard clauses or missing-value checks, structured response handling, checks missing values, logs errors
• Imports: https
• External systems/hosts: none detected
• External call evidence: HTTP client usage detected
• HTTP methods in code: PATCH
• Secrets configured: 2
• Code evidence: 66 lines returned; code body analyzed but omitted from docs

Step 8 - Action 10

• What happens: Branches based on HubSpot list membership; 2 branches; 1 list dependencies
• What triggers it: After action 13
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: none detected; lists: 13461

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: 4fc SAP competitor
  • Condition summary: 4fc SAP competitor
  • Default branch: no
  • Next action IDs: 11
  • Referenced properties: none detected
  • Referenced lists: 13461
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • List 13461 is in list 13461
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 15
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 15

LIST LOGIC:

• List 13461 (13461)
  • Business meaning: Logic not derivable from system.
  • Filters: Logic not derivable from system.
  • Referenced properties: none detected
  • Filter logic: Logic not derivable from system because no list filter branch was returned.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 9 - Action 11

• What happens: Sets HubSpot property values; properties: n4f_company_quality_label = returned value object with keys: staticAppendValue, type
• What triggers it: After action 10
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

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_company_quality_label
• value: object with keys: staticAppendValue, type

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_company quality label (n4f_company_quality_label) is set or updated; value: returned value object with keys: staticAppendValue, type; confidence: high. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 10 - Action 16

• What happens: Sends an internal notification
• What triggers it: After action 11
• 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: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, user_ids
• subject: competitor added:
• user_ids: Laura Jessen

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 11 - Action 15

• What happens: Runs custom code; 2 inputs; 0 outputs
• What triggers it: After action 10
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Record ID (hs_object_id), 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• Record ID (hs_object_id): The unique ID for this record. This value is set automatically by HubSpot.
• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

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: hs_object_id, n4f_company_quality_label
• Conditions detected in code: Code condition: if (!token) { Code condition: if (!companyId) {
• CRM/API operations detected: updates records or resources, writes properties: n4f_company_quality_label
• Concrete CRM operations: none detected
• Search/filter evidence: none detected
• Data transformations: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts
• Outputs returned to workflow: labels, n4f_company_quality_label, outputFields, updated_n4f_company_quality_label
• HubSpot CRM objects affected or referenced: companies
• Associations handled: none detected
• Workflow control: none detected
• Safeguards/error handling: error or warning logging, guard clauses or missing-value checks, structured response handling, checks missing values, logs errors
• Imports: https
• External systems/hosts: none detected
• External call evidence: HTTP client usage detected
• HTTP methods in code: PATCH
• Secrets configured: 2
• Code evidence: 66 lines returned; code body analyzed but omitted from docs

Step 12 - Action 9

• What happens: Sets HubSpot property values; properties: n4f_company_quality_label = returned value object with keys: staticAppendValue, type
• What triggers it: After action 7
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

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_company_quality_label
• value: object with keys: staticAppendValue, type

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_company quality label (n4f_company_quality_label) is set or updated; value: returned value object with keys: staticAppendValue, type; confidence: high. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 13 - Action 8

• What happens: Sets HubSpot property values; properties: n4f_company_quality_label = returned value object with keys: staticAppendValue, type
• What triggers it: After action 6
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

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_company_quality_label
• value: object with keys: staticAppendValue, type

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_company quality label (n4f_company_quality_label) is set or updated; value: returned value object with keys: staticAppendValue, type; confidence: high. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 14 - Action 2

• What happens: Sets HubSpot property values; properties: n4f_company_quality_label = returned value object with keys: staticAppendValue, type
• What triggers it: After action 1
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

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_company_quality_label
• value: object with keys: staticAppendValue, type

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_company quality label (n4f_company_quality_label) is set or updated; value: returned value object with keys: staticAppendValue, type; confidence: high. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 14
• Branch actions: 4
• Custom code actions: 2
• Property operations: 6
• List dependencies: 4
• Action categories: connected_action: 1, custom_code: 2, internal_notification: 1, list_branch: 4, set_property: 6
• Property operation types: set_property: 6
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: Company: 6 property operation(s), companies (custom code contains update call)
• Associations created: Logic not derivable from system.
• Marketing emails sent: 0
• Internal notifications: 1
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 2

How It Is Implemented

Workflows

• Workflow: Internal_Data quality_Add or remove Label competitors by business line
  • Workflow ID: 2572098748
  • Revision ID: 143
  • Enabled: yes
  • Current HubSpot description: Updates the company quality label by appending competitor tags based on list membership from three specific competitor lists.
  • Purpose: Updates the company quality label by appending competitor tags based on list membership from three specific competitor lists.
  • Key logic: connected_action: 1, custom_code: 2, internal_notification: 1, list_branch: 4, set_property: 6
  • Branching logic: 8 branch detail(s) returned by HubSpot
  • 4fc competitor: 4fc competitor; next actions: 2; properties: none detected; lists: 13315
  • default branch: default branch; next actions: 19; properties: none detected; lists: none detected
  • 4fm competitor: 4fm competitor; next actions: 8; properties: none detected; lists: 13329
  • default branch: default branch; next actions: 20; properties: none detected; lists: none detected
  • 4fs competitor: 4fs competitor; next actions: 9; properties: none detected; lists: 13316
  • default branch: default branch; next actions: 13; properties: none detected; lists: none detected
  • 4fc SAP competitor: 4fc SAP competitor; next actions: 11; properties: none detected; lists: 13461
  • default branch: default branch; next actions: 15; properties: none detected; lists: none detected
  • Dependencies: lists: 13315 (13315), 13316 (13316), 13329 (13329), 13461 (13461); properties: Record ID (hs_object_id), 4f_company quality label (n4f_company_quality_label); custom code: 2 custom code action(s)

Property Context

• Record ID (hs_object_id) - The unique ID for this record. This value is set automatically by HubSpot. Roles: step data. internal name: hs_object_id; object: Line Items; type: number.
• 4f_company quality label (n4f_company_quality_label) - Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations. Roles: property updated, step data. internal name: n4f_company_quality_label; object: Deals; type: enumeration.

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. branching_logic_present: Workflow contains branching logic. property_operations_detected: Workflow appears to write or copy one or more properties.
• Narrative context: not used as source of truth.