Templates / RevOps / CRM enrichment
Find broken records in your CRM
Audit every record for dead domains, missing contacts, and bounced emails. Auto-route fixes. RevOps stops finding out about broken records when a rep complains. Every issue is tagged with a recommended action and fan-routed to the right repair queue plus a shared Review Queue for a human pass.
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01 Companies
Every HubSpot company is audited. Domain HTTP Check returns the response, the Domain Status formula tags it live, review, or dead, Lookup Associated Contacts measures coverage, and the Issue Type and Recommended Action formulas tag what's broken and what to do. Three routing actions fan every broken row out in parallel: domain issues to Domain Fixes, missing committees to Committee Fixes, and every broken row to the Review Queue. Healthy rows skip all three routes.
 HubSpot Companies | Company name |  Domain HTTP Check | Domain Status | Lookup Associated Contacts | Contact Coverage | Issue Type | Recommended Action |  Route to Committee Fixes | Route to Domain Fixes | Send to Review Queue |
|---|---|---|---|---|---|---|---|---|---|---|
| HubSpot Co. | Storyteq | 200 OK | live | Found | has_contacts | Skipped | Skipped | Skipped | ||
| HubSpot Co. | Qover | 200 OK | live | Found | has_contacts | Skipped | Skipped | Skipped | ||
| HubSpot Co. | Rydoo | 200 OK | live | Found | has_contacts | Skipped | Skipped | Skipped | ||
| HubSpot Co. | Virtuagym | 200 OK | live | Found | has_contacts | Skipped | Skipped | Skipped | ||
| HubSpot Co. | Aware - Altogether We Are Retailers | 500 Error | review | Found | has_contacts | review_domain | Visit site manually to confirm if alive. | Skipped | Sent | Sent |
| HubSpot Co. | BridgeFund | 200 OK | live | Not Found | no_contacts | no_contacts | Map buying committee (Template 6). | Sent | Skipped | Sent |
| HubSpot Co. | Euronext Corporate Solutions | 200 OK | live | Not Found | no_contacts | no_contacts | Map buying committee (Template 6). | Sent | Skipped | Sent |
02 Contacts
Every HubSpot contact is audited against HubSpot's own bounce signals. The Bounce Status formula reads HubSpot's hard-bounce flag and marketing-email bounce counter, returning 'bounced' if either trips. Bounced rows route to both Email Fixes (for re-verification) and the Review Queue (for a human pass). Healthy rows skip both routes.
| HubSpot Contacts | Full Name | Bounce Status | Issue Type | Recommended Action | Route to Email Fixes | Send to Review Queue | |
|---|---|---|---|---|---|---|---|
| HubSpot Co. | Adam Mendoza | adam.mendoza@g2risksolutions.com | ok | Skipped | Skipped | ||
| HubSpot Co. | Jonas Schnider | jonas.schnider@ami.at | ok | Skipped | Skipped | ||
| HubSpot Co. | Thomas Slabbers | thomas@socialdatabase.com | ok | Skipped | Skipped | ||
| HubSpot Co. | Matthew Watson | matthew.watson@veyt.com | bounced | email_invalid | Set email_invalid=true; mark contact as unreachable; consider replacing via Template 6. | Sent | Sent |
| HubSpot Co. | Preston Pierce | preston.pierce@risk3sixty.com | bounced | email_invalid | Set email_invalid=true; mark contact as unreachable; consider replacing via Template 6. | Sent | Sent |
| HubSpot Co. | Pauwel Grepdon | pauwel@trendskout.com | bounced | email_invalid | Set email_invalid=true; mark contact as unreachable; consider replacing via Template 6. | Sent | Sent |
03 Review Queue
Every broken row from Companies and Contacts lands here for a human pass. RevOps reads the Issue Type tag and the one-line Recommended Action, applies a manual decision, and the row is closed.
| Input | Object Type | Name | Identifier | Issue Type | Recommended Action |
|---|---|---|---|---|---|
| Record | company | Aware - Altogether We Are Retailers | weareretail.ai | review_domain | Visit site manually to confirm if alive. |
| Record | company | BridgeFund | bridgefund.nl | no_contacts | Map buying committee (Template 6). |
| Record | company | Euronext Corporate Solutions | corporatesolutions.euronext.com | no_contacts | Map buying committee (Template 6). |
| Record | contact | Matthew Watson | matthew.watson@veyt.com | email_invalid | Set email_invalid=true; mark contact as unreachable; consider replacing via Template 6. |
| Record | contact | Preston Pierce | preston.pierce@risk3sixty.com | email_invalid | Set email_invalid=true; mark contact as unreachable; consider replacing via Template 6. |
| Record | contact | Pauwel Grepdon | pauwel@trendskout.com | email_invalid | Set email_invalid=true; mark contact as unreachable; consider replacing via Template 6. |
How does Find broken records in your CRM run?
Each step is a Baseloop action on the table. The workflow chains them in order, so the same sequence runs on every row that lands.
- 01
Pull every HubSpot company into a Companies audit table.
- 02
Run an HTTP check on each company domain. The Domain Status formula tags 2xx/3xx as live, 403 as review, other 4xx/5xx as dead.
- 03
Look up associated contacts in HubSpot. The Contact Coverage formula returns has_contacts or no_contacts.
- 04
The Issue Type formula combines domain status and contact coverage into a single tag (review_domain, no_contacts, or dead_domain); the Recommended Action formula writes a one-line next step for each tagged row.
- 05
Three routing actions fan every broken row out in parallel. Domain issues land in Domain Fixes, missing committees land in Committee Fixes, and every broken row also goes to the Review Queue for a human pass. Healthy rows skip all three.
- 06
Repeat the audit on Contacts. The Bounce Status formula reads HubSpot's hard-bounce flag and marketing-email bounce counter; bounced rows route to both Email Fixes and the Review Queue.
What does Find broken records in your CRM produce?
RevOps stops finding out about broken records when a rep complains. Every issue is tagged with a recommended action and fan-routed to the right repair queue plus a shared Review Queue for a human pass.
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