Intro
In this article, we will explain how to automatically synchronize incoming contacts from Superchat to HubSpot, to keep the contact databases both up to date.
Video Tutorial
Step-by-Step Instructions
Use Case: We want to synchronize all new incoming contacts from Superchat to Hubspot, so our contact hubs on both software platforms remain up to date.
Create a new Zap in Zapier.
Choose Contact Created in Superchat as Trigger.
Add the next action Find a Contact in HubSpot.
Select Phone Number as first property name (you have the option to select a second search property as well if you need to).
Then add the phone number of the new contact found in Superchat.
In the end of this step, choose Yes (so automation will continue, even if nothing is found in HubSpot).
In the next action, Create a Path.
Create Path rule for Path A (Create Contact):
Choose Custom Rules.
Choose Zap seach status was found and then Boolean is false.
Choose Create Contact in HubSpot as last action of this path:
In the section Action, you can then specify with which data you want to create the contact in HubSpot.
Create a Path rule for Path B (Update Contact):
Choose Custom Rules.
Choose Zap search status was found and then Boolean is true.
Choose Update Contact in Superchat as the last step of this path.
In the section Action, you can then specify with which data you want to update the contact in HubSpot.
In HubSpot, it is possible to store a lot of contact information, meaning there are many fields. To ensure you don’t miss anything important, scroll through to the end and fill in the fields with the contact information available to you in Superchat.
Next Step
Next, we recommend the following article, which shows you how to automatically send a WhatsApp template after a deal has been updated in HubSpot with Zapier:
Paid Consulting
Do you want us to help you design your process and set it up for you? Then contact our support team (click the question mark in the top right of Superchat -> Contact Support) to discuss the next steps.
Connect with experts in your industry in our community. Especially in the beginning, this is the best place to gather initial ideas.
Join our Community: Superchat Community