Self Enhancing Data Using Workflows

[alexagatiss]

Hi everyone, can anyone walk me through how to set up a workflow that enhances data using already existing data in HubSpot? For example, a lot of our accounts are missing state info, but have a zip code on file. Can I set up a workflow that automatically assigns a state based on the zip code?

I'm assuming that some logic will need to be set up - it seems like zip code / state is public knowledge so it would be easy to draw from somewhere?

[alexagatiss]

Based on the answer to this, I'm adding this to ideas for HubSpot to hopefully eventually implement. Please go to this link and upvote the post if this would be helpful for you!

https://community.hubspot.com/t5/HubSpot-Ideas/AI-to-Determine-Language-in-Sales-Communication-and-S...

[karstenkoehler]

Hi @alexagatiss,

Yes, this is publicly available info – but it's not stored in HubSpot. If you wanted to access a public database about this (or simply a table), this would require a custom coded action: https://developers.hubspot.com/docs/reference/api/automation/custom-code-actions

It's not super complicated and you'll get that to work with the help of generative AI but it requires an Operations Hub Professional or Enterprise subscription.

Without that, you'll need to set up a your workflow that enrolls records where 'Postal code is known'. After enrollment you'll add a branch where each path corresponds to the postal codes of one state (the filter of one such branch would be "Postal code is any of" and then you'll list the postal codes of the state for this first branch. In each branch, you can then use the 'Edit record' workflow action to update the state property.

• Postal code is A, B, or C -> Edit record to update state to be X
• Postal code is D, E, or F -> Edit record to udpate state to be Y

etc

If you do this all manually, it's quite a bit of work, unfortunately. Custom code makes it a lot easier.

Let me know if you have any follow-up questions or if I should specify anything.

[alexagatiss]

Hi @karstenkoehler ,  we don't have an Operations Hub Professional or Enterprise subscription, so it looks like I will be inputting manually. One idea I had was to just take the top 10 most densely populated postal codes. How can I get more options-- right now it only allows me to select: Branch 1 ..."is equal to" or "is not equal to." Then, when I input the codes, I have separated them with commas but it's not clear if this is the right denotation. 

[karstenkoehler · Accepted solution]

@alexagatiss HubSpot does a bad job of guiding users to the right branch type. Please select an "AND/OR branch". Once you enter the postal code values, you shouldn't see any commas. If you do, HubSpot will interpret it as one long string, not separate postal codes.

This might help: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...