How to Build a Workflow to Update a Contact in Hubspot with Call Outcomes

  • Updated

Overview

This guide explains how to create a Synthflow workflow to update a contact in HubSpot using details collected during a call by the AI assistant.

In this example, the lead’s email address is collected over the phone via an Info Extractor and used to find and update the correct contact in HubSpot.




Workflow Steps:

  • Trigger: Catch Webhook
  • Action: Create or Update Contact in HubSpot

Important Note:

To find the correct contact in HubSpot, you need the lead’s email address. There are two ways to ensure this:

  1. Pass the email address as a custom variable when triggering the call.
  2. Use an Info Extractor to collect the email during the call.

Steps to Follow:

1. Create the Workflow Trigger

  1. Add a "Catch Webhook" trigger in Synthflow.
  2. Copy the Webhook URL from the trigger.
  3. Paste the Webhook URL into your assistant’s Deployment Tab.
  4. Click "Initialize" Webhook to activate it.

2. Test the Webhook

  1. Test your Webhook.
  2. Run a test call within your assistant.
  3. Check the webhook response to ensure the call details are captured.

3. Set Up the HubSpot Action

  1. Add a "Create or Update Contact in HubSpot" action.
  2. Connect your HubSpot account.
  3. Map the relevant fields from the Catch Webhook trigger:
    • Email address (used to locate the contact in HubSpot).
    • Other fields you wish to update (e.g., lead status, call notes, etc.).

4. Test the Update in HubSpot

  1. For testing, update a test field in HubSpot with a sample value (e.g., “Test”).
  2. Run the test and verify the contact updates correctly in HubSpot.

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