My team will start working on a HubSpot - FieldAware (a call center software) integration.
END GOAL: When a contact submits a HubSpot form > send push to FieldAware so that call center rep has the form information to call the contact and the most important thing is to have a contact ID that can link back to the contact record in HubSpot as they will need to access the contact record for additional information.
For this use case, I have two options that I'd love to share with you:
#1 Workflow Webhook
If your team has the marketing/sales/service hub enterprise and is familar with webhook, I'd recommend your team to Use webhooks with HubSpot workflows. You can create a workflow with the enrollment trigger set as the form submission > Trigger a webhook POST:
The webhook will POST data for the contact going through the workflow. The form submission data and contact id (vid) will be present as well. I'd recommend this because you do not have to constantly poll using API.
That said, if your team is not familar with building and handling webhook, the HubSpot API would work as well:
Instead of using two endpoint, I'd suggest for you to create an active/static list with a 'Form Submission' criteria:
So that only contacts who has submitted the form will be in this contact list. Next, use this endpoint: Get contacts in a list to retrieve contacts that are in that list.
For this use case, I have two options that I'd love to share with you:
#1 Workflow Webhook
If your team has the marketing/sales/service hub enterprise and is familar with webhook, I'd recommend your team to Use webhooks with HubSpot workflows. You can create a workflow with the enrollment trigger set as the form submission > Trigger a webhook POST:
The webhook will POST data for the contact going through the workflow. The form submission data and contact id (vid) will be present as well. I'd recommend this because you do not have to constantly poll using API.
That said, if your team is not familar with building and handling webhook, the HubSpot API would work as well:
Instead of using two endpoint, I'd suggest for you to create an active/static list with a 'Form Submission' criteria:
So that only contacts who has submitted the form will be in this contact list. Next, use this endpoint: Get contacts in a list to retrieve contacts that are in that list.