Use a workflow with a webhook - haven't seen an option to set up a trigger similar to "contact properties changed" + it would require us to upgrade our HubSpot plan.
I would really appreciate any kinds of suggestions.
Hi, @vid👋 Thanks for reaching out! I cannot tell you. I cannot say which option is best for your use case, but you are on the right path in your research.
Option 1, depending on what you use, will likely be the best choice if you want something no-code or easier to plug and play.
Option 2 will require at least some developer resources to get your app created and OAuth set up. But once that is done, the setting up of webhook subscriptions is pretty straightforward.
Option 3 is a challenge (in the best way) due to needing to find a suitable enrolment condition. If this route is one you're open to, we can tag some community champions who love solving workflow riddles. And see if they can share any insight into how you approach this option.
Can you share any other details, limitations, or considerations? That might give context to the community.
Thank you! — Jaycee
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.
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What's the best way to sync the data between my website and Hubspot: as soon as a new contact creates an account on my website, they will be created automatically on Hubspot and the properties will be updated. Same thing as soon as I update the status of a contact or the owner on Hubspot; they will be automatically changed on the website. This goes also for creating the deals and updating them. Can this be done using Hubspot two-way sync or would I need another app to facilitate the sync? In that case, what's the best app to sync the data between Hubspot and my website? My second question is I don't want the employees to feel like they are using two different platforms (Hubspot and our website) and they are repeating the work: do you have an idea on how to use Hubspot and the website as one platform?
Hi, @vid👋 Thanks for reaching out! I cannot tell you. I cannot say which option is best for your use case, but you are on the right path in your research.
Option 1, depending on what you use, will likely be the best choice if you want something no-code or easier to plug and play.
Option 2 will require at least some developer resources to get your app created and OAuth set up. But once that is done, the setting up of webhook subscriptions is pretty straightforward.
Option 3 is a challenge (in the best way) due to needing to find a suitable enrolment condition. If this route is one you're open to, we can tag some community champions who love solving workflow riddles. And see if they can share any insight into how you approach this option.
Can you share any other details, limitations, or considerations? That might give context to the community.
Thank you! — Jaycee
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.
Did you know that the Community is available in other languages? Join regional conversations by changing your language settings !
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.
Did you know that the Community is available in other languages? Join regional conversations by changing your language settings !
Additionally, here is the updated dev documentation on Webhooks. There is nothing wrong with the legacy doc you linked to, and I think this one is easier to read and navigate.
— Jaycee
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.
Did you know that the Community is available in other languages? Join regional conversations by changing your language settings !