new-contact-hygiene-workflow

Installation
SKILL.md

New Contact Hygiene Workflow

Build a workflow that automatically enriches every new contact at creation time. This ensures contacts enter the database with a lifecycle stage, company name, and industry before any human touches them.

What Is and Isn't Scriptable

The v4 Automation API (stable) creates workflows programmatically, including "is unknown" enrollment conditions via LIST_BASED filter criteria. Two pieces of this particular design still belong in the UI:

  1. Copy from associated object actions (copy company name/industry from the associated company) have no documented v4 action fields. Add them in the UI during review — or build the action once in the UI, GET /automation/v4/flows/{flowId}, and extend the script with the exact field shapes your portal returns.
  2. The notification branch (alert admin when a contact still has no company after the delay) depends on portal-specific recipients.

So the split is: the script creates the default-lifecycle-stage workflow via API; the enrichment copy actions and the notification branch are added in the UI. If you already run /enrich-company-name and /enrich-industry, their dedicated workflows cover the copy actions and this skill's API-created workflow completes the intake picture.

Prerequisites

Installs
21
GitHub Stars
56
First Seen
Apr 9, 2026
new-contact-hygiene-workflow — tomgranot/hubspot-admin-skills