HubSpot Contact Data Hygiene Workflow
Messy contact data quietly breaks personalization, routing and reporting, so I built a HubSpot workflow that cleans records as they come in. It triggers when a contact is created or gets a new email. Format data actions title-case the first and last names and write them back to the record, so a lowercase or all-caps signup doesn't end up in an email greeting. Then it branches to set a Data issue property. Records without a company get Missing company. Records with a gmail or yahoo address get Personal email domain. Everything else is marked Clean. That gives sales and marketing one simple view of which records need fixing, instead of finding out when a campaign or handoff goes wrong.