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new-contact-hygiene-workflow

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Auto-enrich new contacts on creation.

Marketing & Sales#automation#workflow#crm#lifecycle#hubspot#data-quality#lead-enrichment
AuthorTomGranot
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Ensures every new contact enters HubSpot with essential context by auto-setting lifecycle stage and pulling company name and industry from the associated company, eliminating incomplete data at creation.

Core Features & Use Cases

  • Auto-set lifecycle stage to "Lead" when empty
  • Copy company name from the associated company to the contact
  • Copy industry from the associated company to the contact
  • Delay to allow company associations to sync (3-10 minutes recommended)
  • Notify admins if company association is missing after enrichment
  • Use cases: when contacts are created via forms or integrations and must be enriched before human touch

Quick Start

Open HubSpot > Automation > Workflows > Create workflow, choose a Contact-based workflow triggered on creation, and implement the steps described above.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: new-contact-hygiene-workflow
Download link: https://github.com/TomGranot/hubspot-admin-skills/archive/main.zip#new-contact-hygiene-workflow

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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