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Zapier: HubSpot - Contact Synchronization from HubSpot to Superchat

Synchronize new contacts in Hubspot with Superchat. Synchronize updated contacts in Hubspot with Superchat.

Intro

In this article, we will explain how to automatically synchronize incoming contacts from HubSpot to Superchat, to keep the contact databases both up to date.
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Video Tutorial

Step-by-Step Instruction

 

Use Case: We want to synchronize all new incoming contacts from HubSpot to Superchat, so our contact hubs on both software platforms remain up to date.

 

  1. Create a new Zap in Zapier.

     

  2. Choose Contact Recently Created or Updated in Hubspot as Trigger.

     

  3. Add the next action Find a Contact in Superchat.
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    1. Select Phone Number.
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    2. Then add the phone number of the new or updated contact in Hubspot.
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    3. In the end of this step, choose Yes (so automation will continue, even if nothing is found in HubSpot).

       

  4. In the next action, Create a Path.

     

  5. Create Path rule for Path A (Create Contact):
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    1. Choose Custom Rules.
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    2. Choose Zap seach status was found and then Boolean is false.

       

  6. Choose Create Contact in Superchat as last action of this path:
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    1. In the section Action, you can then specify with which data you want to create the contact in Superchat.

       

  7. Create a Path rule for Path B (Update Contact):
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    1. Choose Custom Rules.
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    2. Choose Zap search status was found and then Boolean is true.

       

  8. Choose Update Contact in Superchat as the last step of this path:
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    1. In the section Action, you can then specify with which data you want to update the contact in HubSpot.

 

Next Step

Next, we recommend the following article, which shows you how to automatically synchronise incoming contacts from Superchat to HubSpot with Zapier.
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Contact Synchronisation Superchat x Hubspot

 

 

Personal Consultation & Setup

Seeking assistance to optimise your Superchat processes and ensure everything is professionally set up? Our experts are happy to assess your current procedures and deliver tailored solutions, enabling you to make the most of Superchat’s features.

 

Simply contact our support team by clicking on the question mark in the top right of Superchat and selecting “Contact Support” to arrange a paid consultation.

 

 

Connect & Learn

Become part of our community and start exchanging ideas with industry experts today! We offer the ideal space for you to gather new ideas, make valuable connections, and gain inspiration for your next steps with Superchat.

 

Superchat Community