HubDb v Companies for facility listingSOLVE
Jul 29, 2019 3:34 PM - edited Jul 30, 2019 10:18 AM
My company provides a locator for users to find addiction treatment and recovery facilities near them (see here). The facilities are in HubDb.
As we built this out, we discovered that the process of updating information is far more complex and dynamic than we anticipated. It is almost like a sales process to solicit and validate information and has become cumbersome to manage the thousands of facilities in a spreadsheet that is pushed to HubDB. If we were to use the Contacts/Companies features for providers and facilities, it would be a far easier interface for our standards team to manage communications and information.
My question is, would we be able to render the Contact and/or Company information on a public facing site? Has anyone done this? Suggestions/tips?
I should probably mention that this domain is strictly for the treatment/recovery locator and for privacy reasons we don't maintain or collect user information to relationship build. Our content is at our origin domain, and we manage that there.
The worst case scenario I see right now, is managing providers/facilities in HubSpot Contacts/Companies, then exporting the data and uploading it to HubDb by state. Annoying but doable. It's just so hard to collaborate on a spreadsheet to basically track a sales flow (even though we're not selling anything).
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Aug 13, 2019 10:27 AM
I just had a call with @JAbella where we talked through this, so commenting here for posterity! If you did decide to use Company records in HubSpot to store the facility information, you could build a Companies filter in the CRM that matches what you would want in the database/spreadsheet (or some other middleware/DB), you could pull a regular manual export of companies into the spreadsheet/DB, and then load the data into HubDB manually via import as you are doing right now.
A few considerations:
- You should consider whether your company is using HubSpot companies for another purpose currently. If that is the case, you should include some sort of custom property/identifier to flag records as treatment facilities to be pulled into the HubDB table. Having a custom property like "Treatment facility = yes" would make pulling a filter of all of those records to be exported way easier
- If you are importing the facilities into HS as company records, consider that HubSpot deduplicates records upon import by the "Company domain" property. If an existing record in the CRM has domain "www.hubspot.com" and a company in the import does as well, we would update the existing record
Some future considerations/ways you could go about this process further down the line:
- You could potentially make a custom checkbox property that, when checked (indicating a record update), will trigger a webhook workflow that POSTs the company data to Zapier/another iPaaS (Zapier has a Catch webhook option) where it is formatted and then POST to the HubDB endpoint
You could get a company, format the JSON using some middleware, and then use HubDB endpoints to POST it to HuBDB as you are currently (update table endpoint) (create row endpoint). To get the companies that have been updated, you could poll our recently modified companies endpoint, OR use the Webhooks API to listen for updates on specific company properties to trigger a POST action