HubSpot Custom Workflow Tips! How to Automatically Search for Postal Codes from Addresses

Purpose of this Action

Customer address information is vital data for marketing and sales activities, but data is often incomplete due to omissions in forms or manual entry errors. This "Postal Code Search Action" aims to solve the following issues:

• Reduce data entry effort: If you have the address information, you no longer need the manual hassle of looking up and entering the postal code.
• Improve data accuracy: It prevents human entry errors and automatically assigns correct postal codes, enhancing customer data quality.
• Improve operational efficiency: It automates data cleansing and supplementation tasks, creating an environment where staff can focus on their core duties.

Specific Usage Scenarios

This action is effective in various business situations.

• Improving Direct Mail (DM) accuracy:
  By automatically assigning postal codes to address information obtained from forms, you can create accurate DM mailing lists. This reduces the risk of returns due to incomplete addresses and maximizes campaign effectiveness.
• Efficiency in area marketing:
  Based on accurate postal code data, you can segment customers living in specific areas and efficiently deliver region-limited campaigns and event information.
• Automatic assignment of sales representatives:
  You can build workflows that identify postal codes from new leads' addresses and automatically assign contacts to the sales representatives responsible for that area.
• Efficiency in EC sites and logistics operations:
  You can automatically supplement accurate postal codes as delivery destination data when shipping products, leading to the prevention of delivery errors and improved accuracy in shipping cost calculations.

Step-by-Step Configuration Guide

Let's look at the specific configuration method following the video content.

Step 1: Set the Workflow Trigger

First, decide the conditions under which this action should execute.

1. Open the HubSpot workflow editing screen.
2. In "Trigger enrollment for contacts," set the trigger that will start the workflow.
   • In the video example, it is set to start when the value of the "Event Date" (イベント日) property changes.

Step 2: Add the Custom Workflow Action

Next, add the "Postal Code Search Action" to the workflow.

1. Click the "+" icon on the workflow to add a new action.
2. Scroll down the left menu in the "Choose an action" panel and click "Custome Workflow Starter" in the "Integrated apps" section.
3. Select "Postal Code Search Action" from the list.

Step 3: Configure Address Information for Search

Selecting the action displays the settings panel.

1. In the "Address" input field, enter the address information for which you want to search the postal code.
2. In the video, a specific address, "6538 Nelson Ave, Burnaby, BC", is entered directly.
   • Tip: You can also dynamically call address information saved in contact properties here. This allows you to search for postal codes from different addresses for each contact.
3. Click the "Save" button when entry is complete.

Step 4: Publish the Workflow

Once the action configuration is complete, activate the workflow.

1. Click the "Review and publish" button in the top right of the screen to turn the workflow on.

Step 5: Verify Action Execution Results

When the workflow is triggered and executed, the action runs. Results can be confirmed in the action logs.

1. Open the "Action logs" tab on the workflow details page.
2. Click "details" for the contact you want to check in the execution history.
3. "Event details" will be displayed on the right side of the screen.
4. Check the "Action outputs" section to see the action's execution result.
   • In the video example, you can see that "LABEL" is post_code and "VALUE" is V5H 0C6, confirming that the postal code was correctly searched from the entered address. This data is available for use in subsequent HubSpot workflow actions. Please use it to update CRM data.

Summary

By using the "Postal Code Search Action," you can automatically add postal codes as data without the hassle of manual lookup, as long as you have address information.

This improves customer data accuracy and significantly reduces data entry efforts. Why not try this convenient feature, which contributes to efficiency across a wide range of operations from marketing to sales and logistics, in your HubSpot environment?

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