crm-data-quality

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and dry-run/digest/confirm gating apply to every command below.

Property discovery

Don't guess property names. List them:

hubspot properties list --type contacts --format table
hubspot properties list --type contacts | jq -c 'select(.type=="enumeration") | {name, label}'

Same for --type companies, deals, or any custom type (hubspot objects types).

1. Find incomplete records

!name = NOT_HAS_PROPERTY (missing or empty). Bare name = HAS_PROPERTY. Within one --filter, chain with AND; multiple --filter flags are OR'd.

hubspot objects search --type contacts --filter "!email" --properties firstname,lastname,company
hubspot objects search --type contacts --filter "!phone AND !mobilephone" --properties email
hubspot objects search --type contacts --filter "!hubspot_owner_id" --properties email,lifecyclestage

For >100 results, use the pagination loop from bulk-operations.

2. Normalize field values

Search → reshape with jq → pipe into update. Always --dry-run first; bulk-operations covers digest/confirm escalation for >100 rows. Reshape patterns: bulk-operations/resources/json-patterns.md.

# Collapse spellings into one canonical value
hubspot objects search --type contacts --filter "company~acme" \
| jq -c '{id, properties:{company:"Acme Corporation"}}' \
| hubspot objects update --type contacts --dry-run

# Lowercase emails (read, reshape, write)
hubspot objects search --type contacts --filter "email" --properties email \
| jq -c '{id, properties:{email: (.properties.email | ascii_downcase)}}' \
| hubspot objects update --type contacts --dry-run

3. Dedupe with hubspot objects merge

Secondary is folded into primary and deleted. Irreversible. Dry-run/digest/confirm gating applies.

# Single pair
hubspot objects merge --type contacts --primary 149 --secondary 425 --dry-run
hubspot objects merge --type contacts --primary 149 --secondary 425   # execute (≤100 pairs)