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
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