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We have a client (we're a HubSpot Partner) who had an interesting challenge:
a customer (Contact) can be an individual.
a customer (Contact) can be part of an organisation (Company) who is a customer.
a customer (Contact) can be part of an organisation (Company) who is not a customer.
So, we couldn't use HubSpot's Automatic Company Association because it would create a Company based on email address, and associate the contacts with the same email address.
Our solution was to create a HubSpot Workflow which "Triggers a Webhook".
The Webhook is a piece of code that runs on their website and uses the HubSpot API to create a new Company based on the details from the Form.
Happy to explain in more detail if you need anything translating to English (with a Kiwi accent).
We have a client (we're a HubSpot Partner) who had an interesting challenge:
a customer (Contact) can be an individual.
a customer (Contact) can be part of an organisation (Company) who is a customer.
a customer (Contact) can be part of an organisation (Company) who is not a customer.
So, we couldn't use HubSpot's Automatic Company Association because it would create a Company based on email address, and associate the contacts with the same email address.
Our solution was to create a HubSpot Workflow which "Triggers a Webhook".
The Webhook is a piece of code that runs on their website and uses the HubSpot API to create a new Company based on the details from the Form.
Happy to explain in more detail if you need anything translating to English (with a Kiwi accent).
Hi Mike, this is exactly what I'm trying to achieve at the moment. Do you by any chance have any info on the webhook you created? I'm a bit stumped by the API!
Difficult to explain [sensibly] without knowing exactly what you need, and what you have e.g. souce of contact, properties you have, etc.
If you write a detailed explanation of what you need in the forum I will reply (so other people can learn from our conversation). Or, I'm happy for you to contact me directly (https://www.webalite.com/contact-us).
Hi Mike, many thanks for your response and sorry for the delay in getting back to you.
Hopefully this scenario explains what I'm trying to achieve:
- a prospect fills out a form on our website, creating a contact in Salesforce
- the prospect supplies company name 'John Smith Lettings' on the relevant field but the email address used is a gmail one, so no associated company exists or is created
So I'm looking for a way of the associated company being created automatically based on the supplied company name, if no associated company exists. Let me know if you need any further info here?