1.Detect new contact in configured list
Integrate HubSpot to trigger on new contacts added to a configured list and capture the submitted training selection.
Update contact record to reflect chosen training program
Automatically detect new contacts added to a configured list across HubSpot. Create and update chosen training program fields on contact records so marketing and enrollment stay aligned and you avoid manual CRM updates for course selections.
How this automation updates training program truth
When course choices land on new contacts but do not reach the CRM, handoffs break and enrollment teams lose a single source of truth. This automation pulls submitted selections and updates the contact program field in HubSpotβso your team can trust the record immediately.
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2.Find contact by ID
Integrate HubSpot to confirm the contact exists and to pull current fields for safe field mapping.
3.Update contact training program
Integrate HubSpot to overwrite the chosen program field on the matched contact record so enrollment uses one source of truth.
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