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_set gender-by-first-name

METADATA title: Internal_Data Quality_set gender-by-first-name type: process domain: Data Quality objects: [Contact] 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: LIST_BASED
• Criteria type: LIST_BASED
• Filter-like criteria returned: 18
• Property references: First Name (firstname), 4f_Gender by name (gender_by_name), 4f_salutation_DE_dd (n4f_salutation_dd)
• List references: none detected
• Filter types: PROPERTY: 9
• Operators: ALL_PROPERTY: 7, IS_AFTER: 1, IS_BETWEEN: 1, IS_KNOWN: 5, IS_UNKNOWN: 2, TIME_POINT: 1, TIME_RANGED: 1
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • First Name is known
        • 4f_Gender by name is unknown
      • AND group
        • First Name is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
      • AND group
        • First Name is after
      • AND group
        • First Name is known
      • AND group
        • 4f_Gender by name is unknown
        • 4f_salutation_DE_dd is known
  • Enrollment branch 2:
    • AND group
      • First Name is known
      • 4f_Gender by name is unknown
  • Enrollment branch 3:
    • AND group
      • First Name is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
  • Enrollment branch 4:
    • AND group
      • First Name is after
  • Enrollment branch 5:
    • AND group
      • First Name is known
  • Enrollment branch 6:
    • AND group
      • 4f_Gender by name is unknown
      • 4f_salutation_DE_dd is known
  • Enrollment branch 7:
    • AND group
      • 4f_salutation_DE_dd is known
  • Enrollment branch 8:
    • AND group
      • First Name is known
• Trigger property meaning:
  • First Name (firstname): A contact’s first name
  • 4f_Gender by name (gender_by_name): Assign male or female based on first name.

Steps

Step 1 - Action 6

• 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: Branches based on HubSpot list membership; 5 branches; 2 list dependencies
• What triggers it: After action 6
• System condition: 5 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_Gender by name (gender_by_name), 4f_salutation_DE_dd (n4f_salutation_dd), 4f_salutation_EN_dd (n4f_salutation_en_dd); lists: 14093, 14123

DATA MEANING:

• 4f_Gender by name (gender_by_name): Assign male or female based on first name.

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: on both
  • Condition summary: on both
  • Default branch: no
  • Next action IDs: 7
  • Referenced properties: none detected
  • Referenced lists: 14093, 14123
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • List 14093 is in list 14093
        • List 14123 is in list 14123
• Branch: on male names list
  • Condition summary: on male names list
  • Default branch: no
  • Next action IDs: 3
  • Referenced properties: none detected
  • Referenced lists: 14123
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • List 14123 is in list 14123
• Branch: on female names list
  • Condition summary: on female names list
  • Default branch: no
  • Next action IDs: 4
  • Referenced properties: none detected
  • Referenced lists: 14093
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • List 14093 is in list 14093
• Branch: Male salutation
  • Condition summary: Male salutation
  • Default branch: no
  • Next action IDs: 9
  • Referenced properties: 4f_Gender by name (gender_by_name), 4f_salutation_DE_dd (n4f_salutation_dd), 4f_salutation_EN_dd (n4f_salutation_en_dd)
  • Referenced lists: none detected
  • Filter-like criteria returned: 8
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_Gender by name is unknown
        • 4f_salutation_DE_dd is any of Herr
      • AND group
        • 4f_Gender by name is unknown
        • 4f_salutation_EN_dd is any of Mr.
• Branch: female salutation
  • Condition summary: female salutation
  • Default branch: no
  • Next action IDs: 10
  • Referenced properties: 4f_Gender by name (gender_by_name), 4f_salutation_DE_dd (n4f_salutation_dd)
  • Referenced lists: none detected
  • Filter-like criteria returned: 8
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_Gender by name is unknown
        • 4f_salutation_DE_dd is any of Frau
      • AND group
        • 4f_Gender by name is unknown
        • 4f_salutation_DE_dd is any of Ms.

LIST LOGIC:

• List 14093 (14093)
  • 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.
• List 14123 (14123)
  • 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 10

• What happens: Sets HubSpot property values; properties: gender_by_name = static value female
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Gender by name (gender_by_name); lists: none detected

DATA MEANING:

• 4f_Gender by name (gender_by_name): Assign male or female based on first name.

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: gender_by_name
• value: static value female

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_Gender by name (gender_by_name) is set or updated; value: static value female; confidence: high. Purpose: Assign male or female based on first name.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 4 - Action 3

• What happens: Sets HubSpot property values; properties: gender_by_name = static value male
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Gender by name (gender_by_name); lists: none detected

DATA MEANING:

• 4f_Gender by name (gender_by_name): Assign male or female based on first name.

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: gender_by_name
• value: static value male

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_Gender by name (gender_by_name) is set or updated; value: static value male; confidence: high. Purpose: Assign male or female based on first name.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 5 - Action 4

• What happens: Sets HubSpot property values; properties: gender_by_name = static value female
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Gender by name (gender_by_name); lists: none detected

DATA MEANING:

• 4f_Gender by name (gender_by_name): Assign male or female based on first name.

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: gender_by_name
• value: static value female

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_Gender by name (gender_by_name) is set or updated; value: static value female; confidence: high. Purpose: Assign male or female based on first name.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 6 - Action 7

• What happens: Sends an internal notification
• What triggers it: After action 2
• 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: Name is on both lists
• 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 7 - Action 9

• What happens: Sets HubSpot property values; properties: gender_by_name = static value male
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Gender by name (gender_by_name); lists: none detected

DATA MEANING:

• 4f_Gender by name (gender_by_name): Assign male or female based on first name.

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: gender_by_name
• value: static value male

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_Gender by name (gender_by_name) is set or updated; value: static value male; confidence: high. Purpose: Assign male or female based on first name.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 7
• Branch actions: 1
• Custom code actions: 0
• Property operations: 4
• List dependencies: 2
• Action categories: connected_action: 1, internal_notification: 1, list_branch: 1, set_property: 4
• Property operation types: set_property: 4
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: Contact: 4 property operation(s)
• 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: 0

How It Is Implemented

Workflows

• Workflow: Internal_Data Quality_set gender-by-first-name
  • Workflow ID: 1514162113
  • Revision ID: 44
  • Enabled: yes
  • Current HubSpot description: Updates the “4f_Gender by name” property to “male” or “female” based on whether the first name is on a male or female names list when the first name is known and the gender is unknown.
  • Purpose: Updates the “4f_Gender by name” property to “male” or “female” based on whether the first name is on a male or female names list when the first name is known and the gender is unknown.
  • Key logic: connected_action: 1, internal_notification: 1, list_branch: 1, set_property: 4
  • Branching logic: 5 branch detail(s) returned by HubSpot
  • on both: on both; next actions: 7; properties: none detected; lists: 14093, 14123
  • on male names list: on male names list; next actions: 3; properties: none detected; lists: 14123
  • on female names list: on female names list; next actions: 4; properties: none detected; lists: 14093
  • Male salutation: Male salutation; next actions: 9; properties: gender_by_name, n4f_salutation_dd, n4f_salutation_en_dd; lists: none detected
  • female salutation: female salutation; next actions: 10; properties: gender_by_name, n4f_salutation_dd; lists: none detected
  • Dependencies: lists: 14093 (14093), 14123 (14123); properties: First Name (firstname), 4f_Gender by name (gender_by_name), 4f_salutation_DE_dd (n4f_salutation_dd), 4f_salutation_EN_dd (n4f_salutation_en_dd); custom code: none detected

Property Context

• First Name (firstname) - A contact’s first name Roles: trigger condition. internal name: firstname; object: Contacts; type: string.
• 4f_Gender by name (gender_by_name) - Assign male or female based on first name. Roles: branch condition, property updated, step data, trigger condition. internal name: gender_by_name; object: Contacts; type: enumeration.
• 4f_salutation_DE_dd (n4f_salutation_dd) - No HubSpot property description returned. Roles: branch condition, step data, trigger condition. internal name: n4f_salutation_dd; object: Contacts; type: enumeration.
• 4f_salutation_EN_dd (n4f_salutation_en_dd) - No HubSpot property description returned. Roles: branch condition, step data. internal name: n4f_salutation_en_dd; object: Contacts; type: enumeration.

Evidence And Gaps

• Domain evidence: Derived from workflow name term: data quality
• Quality flags: 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.