Operations
Clean, enriched CRM data — without the manual audit.
This workflow scans your HubSpot CRM for stale, incomplete, or inaccurate records — re-enriching contacts, merging duplicates, and flagging data quality issues for your sales team.
Workflow Steps
How this workflow runs
Trigger: Monthly schedule
System TriggerThe workflow runs on the first of each month.
Record audit
Sales Pipeline OptimizerSales Pipeline Optimizer scans HubSpot for records with missing fields, outdated data, or anomalies.
Contact re-enrichment
Inbound Lead ResearcherInbound Lead Researcher re-enriches stale contacts with current roles, emails, and company data from Apollo.
Duplicate flagging
Sales Pipeline OptimizerPotential duplicate contacts and companies are identified and flagged for review.
Data quality report
System OutputA report is generated with all issues found, enrichments made, and duplicates to review.
Triggers
What starts this workflow
Monthly schedule (first of month)
Manual trigger
Outputs
What you get when it runs
CRM data quality report
Re-enriched contact records in HubSpot
Duplicate list for review
Slack notification to sales ops