Contact Data Standardization & Cleanup Automation

Description

This automation keeps your contact database clean without manual spreadsheet work. On a regular schedule, it checks recently updated contacts, standardizes key fields like names, emails, phone numbers, and location details, and prepares clean records for update. Instead of teams wasting hours fixing inconsistent values, your data stays reliable for reporting, segmentation, and automated campaigns. The result is fewer failed sends, more accurate analytics, and a CRM your team can actually trust.

Workflow Steps

1. Run on a scheduleThe workflow runs automatically at a set time to review recently updated contact records.
2. Fetch recently changed contactsIt pulls all contacts modified within a recent time window (e.g., last 30 days).
3. Normalize and compare fieldsIt standardizes key fields such as first/last name, email, phone number, country, state, and postal code, then checks what has actually changed.
4. Flag records that need updatesOnly contacts where the standardized values differ from the original ones are marked for cleanup.
5. Prepare clean update payloadsFor flagged contacts, the workflow builds a safe update payload, validating emails and removing empty or invalid values.
6. Apply updates to the contact recordsThe cleaned fields are written back to the contact records so the database reflects the standardized data.
7. Summarize and notify the teamA summary of how many records were cleaned is generated and sent as a message to your internal channel, so teams know data hygiene is under control.

Key Benefits

1. Cleaner CRM for better decisionsStandardized contact data improves reporting accuracy, segmentation quality, and campaign performance.
2. Less manual data cleanupReduces hours spent fixing inconsistent names, countries, and email formats by hand.
3. More reliable communicationValidated and normalized contact fields lower the risk of bounced emails, misrouted messages, and broken filters.