enrich-company-name

Files (3)

• SKILL.md
• after.py · scripts/
• before.py · scripts/

SKILL.md (first lines)

# Enrich Contact Company Name from Associated Company

Populate missing contact-level company name fields by copying the value from the associated company record. Uses a HubSpot workflow for ongoing enrichment and optionally an API backfill script for immediate results.

## Why This Matters

Contacts missing a company name cannot be matched to ICP-classified companies, break email personalization tokens, and are invisible to company-based segmentation. In a typical neglected CRM, 40-60% of contacts may be missing this field even though the vast majority have a company association.

## Prerequisites

- HubSpot Marketing Hub Professional or Sales Hub Professional (for Workflows)
- A HubSpot service key (`HUBSPOT_ACCESS_TOKEN` in `.env`; an existing legacy private app token also works) with contact read/write scopes (for the scripted stages)
- Python 3.10+ with [`uv`](https://github.com/astral-sh/uv)
- Phase 1 hygiene processes completed (invalid/deleted contacts removed first)
- **HubSpot auto-association enabled:** Settings > Objects > Companies > "Create and associate companies with contacts" toggle must be ON. This lets HubSpot automatically create company records from email domains and associate them.

## Scripts

Script paths are relative to this skill's directory. Run them from your project directory so `.env`, `data/`, and `reports/` resolve there: prefix each path with wherever this skill is installed (`skills/enrich-company-name/` in a clone of the repo).

| Stage | Script | Run with |
|-------|--------|----------|
| Before | [`scripts/before.py`](./scripts/before.py) | `uv run scripts/before.py` |
| After | [`scripts/after.py`](./scripts/after.py) | `uv run scripts/after.py` |

There is no execute script: the enrichment itself runs as a HubSpot workflow (see Execute below), which handles both the backlog and future contacts.

## Plan

1. Enable auto-association if not already on
2. Audit how many contacts are missing company name (before state)
3. Build a workflow that copies company name from the associated company record
4. Optionally run an API backfill script for immediate results
5. Verify enrichment results (after state)

## Before

Run the before-state audit to capture the baseline: `uv run scripts/before.py`

The core query it runs:

```python
resp = requests.post(f"{BASE}/crm/v3/objects/contacts/search", headers=HEADERS, json={
    "filterGroups": [{"filters": [
        {"propertyName": "company", "operator": "NOT_HAS_PROPERTY"},
    ]}],
    "limit": 1,
})
print(f"Contacts missing company name: {resp.json()['total']}")
```

**Manual approach:** Go to Contacts > filter by Company name > is unknown. Record the count.

Save the count. This is your baseline for measuring success.

## Execute

### Method 1: HubSpot Workflow (Recommended — Handles Backlog + Future)

1. Go to **Automation > Workflows > Create workflow**
2. Select **Contact-based > Blank workflow**
3. Name: `AUTO-ENRICH: Copy Company Name from Association`

**Enrollment trigger:**
- Contact property > Company name > **is unknown**

**Re-enrollment:**
- Enable re-enrollment when **associated company** changes. This is the safety net: if an association forms after the workflow already ran, the contact gets re-enrolled.

**Action 1: Delay 10 minutes**
- This delay is critical. When a new contact enters HubSpot, the auto-association engine needs time to parse the email domain, find or create a matching company, and create the association. Without this delay, the workflow checks for an association before one exists.

**Action 2: If/then branch**
- Condition: Associated company > Company name (or Name) > **is known**
- **YES branch:** Add a **Copy property** action:
  - Copy FROM: Company > Name
  - Copy TO: Contact > Company name
- **NO branch:** Leave empty (contact exits). These are typically contacts with personal email addresses (gmail, yahoo, etc.) where no company can be determined.

**Activate:**
- Click Review > Turn on
- When prompted, select **Yes, enroll existing contacts**. This enrolls the entire backlog.

### Method 2: API Backfill Script (Optional — Immediate Results)

Use this if you need the data populated immediately rather than waiting for workflow processing.

```python
# Pattern: fetch contacts missing company name,
# look up their associated company, copy the name.
# 1. POST /crm/v3/objects/contacts/search  (company NOT_HAS_PROPERTY)
# 2. POST /crm/v4/associations/contacts/companies/batch/read  (get associations)
# 3. POST /crm/v3/objects/companies/batch/read  (fetch company names)
# 4. POST /crm/v3/objects/contacts/batch/update  (write the contact's company property)
```

**Key API notes:**
- Use the Search API to find contacts where `company` NOT_HAS_PROPERTY
- Search API caps at 10,000 results. Segment by `createdate` ranges if needed.
- Use Associations API v4 to get contact-to-company associations
- Batch update contacts via `POST /crm/v3/objects/contacts/batch/update` (100 per call)
- Respect rate limits: 100 requests per 10 seconds per app on Free/Starter, 190 on Professional/Enterprise; the Search API has its own cap of 5 requests per second

### Why Do Both?

- The **workflow** handles both backlog (enrolled on activation) AND future contacts automatically. It is the long-term solution.
- The **API backfill** provides immediate results if you cannot wait for workflow processing (which may take hours for large databases).
- If you only do the workflow, that is perfectly fine. It will process the backlog since existing contacts meeting the trigger criteria get enrolled on activation.

## After

Wait 1-2 hours after activating the workflow (longer for very large databases), then verify: `uv run scripts/after.py` (re-runs the before-state query and compares against the baseline).

**Verification checklist:**

1. The "missing company name" count should have dropped dramatically (typically from 40-60% to under 10%)
2. Remaining contacts without company names should primarily be those with personal email addresses (gmail.com, yahoo.com, etc.)
3. Spot-check 10-20 contacts to confirm the company name matches their associated company record
4. Check workflow history for errors:

From TomGranot/hubspot-admin-skills, MIT.

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