I'm trying to send contacts in a table to Hubspot via a waterfall for data hygiene, so initially, the contact is looked up, and then if nothing is found, a contact is created. But for some reason, no columns show up in the Waterfall output. Is there another way to do this? TYIA
For your HubSpot data hygiene workflow, you have two alternatives:
Option 1: Use separate HubSpot enrichments
Add individual HubSpot enrichments instead of a waterfall - first "Lookup object" to find existing contacts, then "Create object" for new ones. [1]
Option 2: Use "Write to Other Table"
This action can map your contact data to another table and handle the lookup/create logic more reliably than waterfalls. [2]
Option 3: Use "Send table data"
Send your contacts to another table where you can set up the HubSpot lookup and creation workflow separately. [3]
If columns aren't showing in your waterfall output, you can edit the waterfall by clicking on the result column and selecting "Edit Column" to adjust the configuration. [4]
Is that what you were looking for?
For option 1, can I say only create an object if a contact is not found?
Is that what you were looking for?
cool. what's the best practise to check if 1) they're in the system, 2) if they're listed as the right company, 3) if they are not, change the company and 4) if the company exists on the CRM and if not, add the company?
Here's the best practice workflow for comprehensive HubSpot data hygiene:
Step 1: Contact Lookup
Use "Lookup Contact" with email as the identifier to check if they exist. [1]
Step 2: Company Verification
Use an AI formula to compare the email domain of the existing contact with the domain of the company you're enriching to confirm if the contact truly belongs to the target organization.
Step 3: Update Company Association
If the contact exists but has wrong company info, use "Update object" action with conditional runs to correct the company association. [2]
Step 4: Company Lookup & Creation
First use "Lookup object" for companies by domain
Then use "Create or Update Company" with conditional logic - only create if no company was found in the lookup step [3]
Step 5: Contact Creation
Finally, use "Create object" for contacts with conditional runs - only if no matching contact ID was found from Step 1. [4]
This sequence ensures clean data: lookup → verify → update/create as needed, preventing duplicates while maintaining accurate company associations.
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If you need any more help with setting up your HubSpot data hygiene workflow, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?
yes, how do i only send the found email address and not the whole waterfall to another table
Use "Send table data" with column selection. Click Actions → Send table data, choose your destination table, select Send row, then map only the email column from your waterfall result to the new table. [1]
Alternatively, use "Extract Values from Data" to pull just the email addresses from your waterfall output, then send that extracted column to another table. [2]
For more control, use "write to table" and in Step 4 (Map out columns), select only the specific email field you want to transfer rather than all waterfall columns. [3]
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If you still need help with sending only the found email address to another table or have any other questions about your workflow, I’m here to assist. Would you like to share more details about what you’re trying to accomplish or any specific issues you’re encountering?
