Standardize Geo Values

功能

• Standardize country values (e.g., US, USA to United States)
• Standardize state/region values (e.g., NY to New York)
• API-driven batch updates for large datasets
• Before and after audit scripts for verification
• Guidance on preventing future inconsistencies

使用场景

• When inconsistent country abbreviations are breaking HubSpot list filters
• Before running region-specific marketing campaigns or reports
• To clean up imported data with varying geographic formats
• As part of a broader CRM data hygiene initiative

非目标

• Filling in missing country or state data (enrichment)
• Validating address accuracy beyond format standardization
• Handling international address components beyond country and state/region

工作流

1. Gather requirements on desired standard formats and integration constraints
2. Run 'before' script to audit current non-standard values
3. Execute 'execute' script or manually update records via HubSpot UI
4. Run 'after' script to verify all non-standard values have been cleared
5. Configure HubSpot forms and import templates to prevent future inconsistencies

实践

• Data Quality
• CRM Administration
• Automation

先决条件

• HubSpot CRM access with API token
• Python 3.10+
• `hubspot-api-client` and `python-dotenv` installed