Deal workflows, Deal based syncing questions and validationSOLVE
Oct 11, 2018 4:46 PM
We will need to sync Deal data from HubSpot to our internal tools so that we can satisfy our business requirements.
We are considering this flow:
Every few minutes we get the recently modified Deals API end point, and filter by the pipeline stage.
Then sync these deals to records in our database which have matching Deal ids, or create new records if the Deal id does not exist.
To facilitate this we are going to require specific pieces of information when a Deal moves to a specific pipeline stage.
Some issues that we think we are going to face:
Some of this information will need to be validated (such as addresses and contact information: telephones, emails), we have not found a simple way to do this. We are considering using the required fields form that pops up but we cannot support any nice validation with this form. Do you have any suggestions for supporting more validation on required pipeline fields?
We also considered using Deal triggers but we found that these triggers do not support webhooks. Is there a timeline for Deal workflows being able to support webhooks?
We are also considering using a custom form linked to HubSpot so that we can support all of the validation that we require. Is there a way to force a form to be filled in when a Deal changes pipeline stage, and have this form populate data on the Deal?
Is there a way to have a data field in a Deal where we can link to contacts that already exist in our HubSpot?
And lastly, How can we query products that are associated to a Deal?
Also, does anyone have any general suggestions about how we could improve this data flow?
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