Updating deal phases instead of duplicating deal with Leadbridge

[jorritvginkel]

Hi!

We are using Leadbridge.com to export our deals from Teamleader to Hubspot. We want to sync our Teamleader deals to the hubspot Deals with their accociated phase in the pipeline, Deal Name, amount etc.

Whenever we import a deal everything goes smoothly but when that same deal is moved to another phase in the pipeline in Teamleader, it automaticly creates a new deal Hubspot instead of moving the already existing deal to the right phase. 

How can we fix this?

[PamCotton]

Hello @jorritvginkel 

If Leadbridge is using API to create the deals, they are able to update currently deals using this endpoint here.

I would also recommend reaching out to Leadbridge Technical Support, as they will be able to provide more information. 

I will be also tagging some of our top contributors here @JanetArmstrong , @ajchapman20 , @piersg would you be able to share any thoughts into @jorritvginkel question?

Thank you!

Pam

[piersg · Accepted solution]

Thanks for the tag @PamCotton 

@jorritvginkel I think Pam has the right answer, it sounds like LeadsBridge, or the connection you set up via LeadsBridge, is using the Create Deal endpoint for both importing a deal and moving a deal to a new phase. You need to use different endpoints for creating - POST to /crm/v3/objects/deals - and updating - PATCH to /crm/v3/objects/deals/{dealId} - deals. If these were set up by LeadsBridge, best to talk to them as Pam suggested.