topic Re: Contacts in Sync in APIs & Integrations

Contacts in Sync

Mardo — Thu, 10 Mar 2022 01:20:17 GMT

I wanted to reach out to understand the best practices to integrate Hubspot contacts with the financial system we are working on.

We already have a contact table on our side and I plan on keeping that so we can in a sense cache names for querying datasets, etc.

I would like the flow to have the ability to go both ways. Meaning if a contact is added into Hubspot, it would eventually land in our system also. Is there a webhook that could provide this for contacts getting usperted?

I would also like to update HubSpot when the contact is changed in our system. I assume using HubSpot's API for this would be the right approach.

Any information on this subject would be much appreciate, thank you in advance.

Marty

Re: Contacts in Sync

dennisedson — Thu, 10 Mar 2022 16:36:18 GMT

Hi @Mardo

For the first question, webhooks is definitely the way to go. Here is a link to our webhook documentation.

The second question would require posting to your HubSpot portal via the CRM Contacts Object endpoints.

If possible, I would recommend syncing the HubSpot contactID to your external system so you can easily sync it back.

Re: Contacts in Sync

Mardo — Thu, 10 Mar 2022 16:41:21 GMT

Perfect! Thank you.

Re: Contacts in Sync

Mardo — Sun, 24 Jul 2022 17:38:05 GMT

Dennis,

Now do I go about getting previous contacts synced up before the two solutions are working in real-time?

Thank you,
Marty