Clean Email Card

The Clean Email card lets your team clean an email address directly from a record in HubSpot, and save the result to the property you choose. It needs no workflow, so it works on every HubSpot plan, including Free.

Where It Appears

The card can be added to the record sidebar on:

• Contacts, companies, deals, tickets, orders, courses and projects: on every HubSpot plan, including Free
• Appointments, listings, services and invoices: where your HubSpot account has them; some must first be turned on in HubSpot's object library
• Custom objects: on accounts that have custom objects

Add it to a record layout by customizing the record view in your HubSpot settings.

How It Works

1. Choose the email to clean. The card lists the record's text properties with "email" or "e-mail" in their name or label, leaving out links such as a "PDF Email CTA URL". On contacts, the standard Email property is selected first.
2. Click Clean Email. The card cleans the address with exactly the same rules as the Clean Email workflow action: trimming, lowercasing, removing invalid characters and validating the format, plus any optional behaviors you turned on in the app's Settings.
3. Choose where to save it. Keep Same property to replace the original, or pick another email property on the record, for example a "Cleaned Email" property, to keep the original untouched.
4. Click Save.

Nothing changes on the record until you save.

What the Card Shows

After cleaning:

• Original: the address as it is on the record now
• Cleaned: the address after cleaning
• Valid: whether the cleaned address is a valid email format
• Disposable and Role-based: shown when "Flag Disposable & Role-Based" is on in your Settings
• Options on: which optional cleaning behaviors were applied

If the address needs no changes, the card tells you it is already clean.

Permissions

When you install the app you are asked to allow:

• Reading contacts, companies, deals and tickets: required for the card
• Reading the other objects listed above: optional and pre-selected
• Editing records: optional and pre-selected; needed only to save from the card

If you declined access to an object, the card on that object says so; grant it with Reinstall App on the app's Configuration page in OpsAgent. If you declined editing, the card still cleans and shows the result so you can copy it. To save from the card, click Grant edit access: OpsAgent opens the Reinstall dialog for your portal. Tick Save Cleaned Email, click Update Permissions, and approve edit access on HubSpot's screen.

Usage

Each click of Clean Email counts as one run, the same as one workflow execution. Saving the result is not charged separately.

Tips

• Keep the original. Saving to a separate "Cleaned Email" property lets you review changes before replacing anything. On contacts it also avoids HubSpot rejecting the save when another contact already uses the cleaned address.
• Configure your options first. The card uses the same Settings as the workflow action, so turn on plus-address stripping, typo fixing or domain normalization before you start.
• Use the workflow action for bulk cleaning. The card cleans one record at a time. To clean every record automatically, use the Clean Email workflow action on a plan that includes workflows.