Custom Action for Workflow - send contact information from HS to SFDC

Joa_Graterol — Thu, 12 Sep 2024 00:05:50 GMT

Hi, All!

I want to help a customer with this request: They want to create a form submission that can capture the following information: name, phone, and email - then prompt the contact creation in HS, then feed it into SF but they also want the phone/mobile to pass in at this time, without going back to HS upon syncing.

Is it possible to build a custom code action and add it to a workflow to achieve this? the existing actions in the workflow tool do not give the customer the desired capacity to complete this task.

This is their setup
HS to SF integration with two-way sync enabled
Marketing Hub Enterprise

Any ideas will be greatly appreciated

Re: Custom Action for Workflow - send contact information from HS to SFDC

KhushbooP11 — Thu, 12 Sep 2024 05:50:27 GMT

Hi @Joa_Graterol,

Yes, you can achieve this with a custom code action in a HubSpot workflow.

In the workflow, add a custom code action. Use HubSpot’s API to capture the form submission details (name, phone, email) and create the contact in HubSpot.

Immediately after creating the contact in HubSpot, use the Salesforce API within the same custom code action to push the contact information, including the phone/mobile number, directly to Salesforce.

Ensure the workflow triggers after the form submission and passes the required data to both HubSpot and Salesforce in one seamless step, avoiding the need for a second sync.

By integrating this custom action, you can fulfill the customer's requirement to capture and sync contact data efficiently without additional steps.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

topic Re: Custom Action for Workflow - send contact information from HS to SFDC in CMS Development

Custom Action for Workflow - send contact information from HS to SFDC

Re: Custom Action for Workflow - send contact information from HS to SFDC