CRM
HubSpot Merge Audit Ledger to Airtable with Field-Loss Alerts
Listens for completed HubSpot contact merges, reconstructs which field values were kept versus lost, writes a permanent audit row to Airtable.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot contact merge completedHubSpot
- ActionFetch surviving record and losing record snapshotHubSpot
- LogicCompute per-field kept-vs-lost diff and flag lost non-empty values
- ActionWrite merge audit row to Airtable ledgerAirtable
- ActionSend Slack alert when meaningful field loss is detectedSlack
- OutputPersist audit entry with restore link
What it does
It turns every HubSpot merge into an accountable record. After a merge completes, the flow compares the surviving record against the losing record, identifies any non-empty values that were discarded, and logs a full survivorship audit entry. If a meaningful field was lost, it raises an alert so it can be restored.
When to use it
Use it when merges already happen (manually or via another tool) but nobody can see what data was destroyed. Perfect for RevOps and compliance teams that need a reviewable ledger of every merge and its field-level outcome.
How it works
- 1A HubSpot merge-completed event triggers the flow.
- 2The flow fetches the surviving record and the archived losing record's field snapshot.
- 3It computes a per-field kept-versus-lost diff.
- 4A logic step flags any non-empty value present on the loser but missing on the survivor.
- 5Every merge is written as an audit row to an Airtable ledger with the full diff.
- 6If flagged field loss occurred, a Slack alert is sent with the lost values and a one-click link to the survivor.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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