Getting contacts from one CRM to another, and keeping them in sync may sometimes get a bit overwhelming. Using simultaneously several systems does prove a challenge, especially when time is not a commodity you have in stock. So what do you do? Obviously getting more people to help, is not an option. This is where workflow automation shines. By connecting your apps with an automation platform, you can not only execute your daily tasks faster, but potentially save your company resources (and of course money). But how do you go about it?
In today's post we're going to show a quick and easy way of finding a Hubspot contact through Clearbit, and updating it.
Our trigger-based pipeline will begin with Contact Created.
Although we only selected the account the new contact will be created in, we could potentially add what other information we want to be present when the new contact is created.
Next, we're going to call Clearbit to do a lookup by email.
Apart from searching for a specific person, we could also look for that person's company by using the Look Up a Company pipe.
Finally, once our contact has been found, Cloudpipes will proceed to update it in Hubspot to include first and last name, via the Update a Contact pipe.
We can always add more information regarding the contact such as email, phone, address, or other specifics that Cloudpipes pulled out.
And we're done. That was just a simple way of looking up and updating contact information in Hubspot with Clearbit and Cloudpipes.
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