Create and Update Hubspot Contacts and Companies

Allow users to Create a Contact or Company triggered by Playbooks

Contact Creation:

• Search for the contact by Email (required). If not found, create a Contact

• Using the Hubspot Account ID provided during setup, If the Account ID is not null, find the matching Hubspot Company and connect it to the Contact. Otherwise, just create the Contact and fill in the internal User ID to the right field if it is not the default Hubspot Record ID

• Fill in mapped fields. Do not allow users to map Record ID or Company ID

Company Creation:

• Search for the Company by provided Company ID set up in data source setup. 

• Just do a search on internal Company ID

• If it exists, fill in mapped fields. Otherwise, create a new Company, fill in the internal Company ID into the appropriate field

Disallow Hubspot Create Contact and Company if User ID and Account ID have not been appropriately set up

Allow users to define mapped fields that they want updated. These fields will ONLY update when the Playbook is triggered