Automatically Identify Districts and Schools Using Data
Posted: Mon Dec 23, 2024 9:22 am
In gathering information, Anderson identified key traits that differentiated child and parent companies within the data.
They created some simple rules for identifying the association type:
Parent company names:
do not have a comma
may include “district”
do not contain dashes or periods
contact and company records match
Child company names:
may have a comma
never contain the word “district”
may contain dashes, commas, and periods
contact and companies are usually different
Once the Anderson team had identified the patterns that thai phone numbers differentiated parent from child accounts, the company harnessed Insycle to label each record automatically. Using Insycle’s Transform Data module, they created a custom “child or parent company” field, which populates with either “child” or “parent” based on the above rules.
Step 3: Associate, Clean Up Edge Cases, and Automate
With these labels in place on the recently created custom field, Anderson set child and parent associations automatically using templates. Some edge cases remained, which they solved using their custom templates.
Then, they bundled this collection of templates into a Recipe to accurately automate the entire process of associating schools to districts.
Now Anderson can run that Recipe consistently, which will accomplish several things when new company data flows into the HubSpot CRM database:
Child and parent companies will be identified automatically.
Edge cases will be cleaned up.
Records will be associated in bulk.
Let’s look at the four templates Anderson used to achieve their goal.
Template #1: Identify Schools and School Districts
Based on the rules discovered in Step 2, Anderson created a template in the Transform Data module to identify parent companies.
They created some simple rules for identifying the association type:
Parent company names:
do not have a comma
may include “district”
do not contain dashes or periods
contact and company records match
Child company names:
may have a comma
never contain the word “district”
may contain dashes, commas, and periods
contact and companies are usually different
Once the Anderson team had identified the patterns that thai phone numbers differentiated parent from child accounts, the company harnessed Insycle to label each record automatically. Using Insycle’s Transform Data module, they created a custom “child or parent company” field, which populates with either “child” or “parent” based on the above rules.
Step 3: Associate, Clean Up Edge Cases, and Automate
With these labels in place on the recently created custom field, Anderson set child and parent associations automatically using templates. Some edge cases remained, which they solved using their custom templates.
Then, they bundled this collection of templates into a Recipe to accurately automate the entire process of associating schools to districts.
Now Anderson can run that Recipe consistently, which will accomplish several things when new company data flows into the HubSpot CRM database:
Child and parent companies will be identified automatically.
Edge cases will be cleaned up.
Records will be associated in bulk.
Let’s look at the four templates Anderson used to achieve their goal.
Template #1: Identify Schools and School Districts
Based on the rules discovered in Step 2, Anderson created a template in the Transform Data module to identify parent companies.