Upsert a company to Hubspot from within a workflow

In this tutorial, we'll go through the process of upserting a lead in your Customer Relationship Management (CRM) system. We'll use the Hubspot connector as the example CRM.


Pre-requisites

Before you begin

Ensure you have: - Your CRM, in this case, Hubspot (or equivalent), connected to your workflow system. - A prepared sample data set with at least one identifiable company identifier attribute.

Step 1

Configure the Hubspot write node

Add a Hubspot write node to the workflow.


Specify the matching key for CRM records using an expression

{{ nodes.start.domain }}

  • Choose the target object: Select the object you wish to search for, such as companies.

  • Choose the action: Select the Upsert action to avoid creating duplicate records.

  • Define matching key: An upsert is able to avoid creating duplicate records, which necessitates a unique matching key which will be used to filter out any existing company records in the CRM. For instance, if a company is uniquely identified in the CRM using their website domain, you could pass that value inside an expression.



Step 2

Select a matching field in the CRM

Once you set a unique matching key in the previous step, use the dropdown choose the CRM field your specified value above should match against, selecting an option from the dropdown, such as Domain.


Use an expression to map specific fields

{{ nodes.start.domain }}


Step 3

Map the required values

Map the required values to attach to the newly created company record.


Let's say you need to map the company name at a minimum to create a record in your Hubspot:

  • Add a new mapping.
  • Set a property name.
  • Write the expression to map the value name for to register the comapny's name.
  • Continue until all required fields are mapped at minimum.

Use an expression to map specific fields

{{ nodes.apolloio_enrich.organization.name }}
Finish line

Outcome

With the node configuration in place, execute the node. The output (OUT) will contain an array with the retrieved or the newly created company record. Untoggle this array to observe the mappings passed.