1.Catches transfer payload
Integrate Webhooks by Zapier to receive the transfer payload and expose the source object id and contact emails.
Update enrollee and billing contacts on transfer records
Automatically monitor transfer payloads and updates across Webhooks by Zapier and HubSpot. Create and update billing and candidate associations when candidate and invoice emails differβso you can keep CRM records accurate for marketing and billing without manual cleanup.
How this automation updates contact records reliably
When transfer details land with outdated links, records quickly become inaccurate for marketing and billing. This automation catches transfer payloads, removes legacy associations, and updates candidate and billing contact associations in HubSpotβso your team can act on clean CRM data.
Webhooks by Zapieror swap with your favorite app
2.Deletes old course association
Integrate Webhooks by Zapier and CRM API tools to call DELETE and remove the old course association in your CRM.
3.Finds candidate contact
Integrate HubSpot and CRM lookup tools to search by candidate email and capture the matching contact id.
HubSpotor swap with your favorite app
4.Updates candidate associations
Integrate HubSpot and CRM association tools to remove the transferred association and create the candidate association.
5.Continues when invoice differs
Integrate Filter by Zapier and email matching tools to continue only when invoice email exists and differs from candidate email.
Filter by Zapieror swap with your favorite app
6.Updates billing associations
Integrate HubSpot and billing association tools to find the invoice contact and update billing association links.
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