Client Work

Simplifying Contact Merging Leveraging Programmable Workflows!

Contact merge
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Client’s Challenge

The client needs to combine the contact’s old and new information using automated contact merging while keeping the contact’s old custom properties intact.

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Solution

The team created two separate workflows leveraging OperationsHub, and Programmable Workflows and a little help from the HubSpot API.

Workflow 1: Finds existing older contact data based on custom criteria.

Workflow 2: Is responsible for reading the output of the previous workflow and merging contacts but keeps some custom properties.

P.S: This was possible because the client’s account had Operations Hub.

Final Solution

Finally, both the old and new contact information is organized for the client while making the old information accessible.

 


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