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Automatic HubSpot Contact Creation From Data

It is now possible to automatically create HubSpot contacts from data using our new integration.

To automatically create HubSpot contacts for stores created or updated during a weekly workflow, simply add a Contact Creation Rule to the workflow's HubSpot action. Contact Creation Rule Contact Creation Rule.

You can configure multiple contact creation rules and they will each be tried until the maximum number of contacts is reached. This allows you to configure fallback logic such as:

  • Find contacts at the company from working in Marketing with a Director title or above.
  • If none found, then query for any contact working in Marketing.
  • If none found, then fallback to using a generic email from the Store Leads database.