1.Detect primary contact flag changes
Integrate HubSpot and CRM tools to map trigger contact, company, and external ERP identifiers to identify the correct record to update.
Enforce single primary contact and update downstream records
Automatically monitor primary contact flag changes across HubSpot and Delay by Zapier workflows. Create and update primary contact records when primary flag set, primary flag removed, or contact marked primaryβso you can clear duplicates, refresh company associations, and update downstream CRM and ERP records without manual deduplication.
How this automation enforces single primary contact
When a new primary contact is marked, duplicate primaries can spread across company records and confuse downstream updates. This automation maps the HubSpot change, waits for external IDs, recalculates company associations, clears duplicates, and updates downstream ERP records so your team can trust a single source of truth.
HubSpotor swap with your favorite app
2.Wait for external IDs to populate
Integrate Delay by Zapier and timestamp inputs to pause the workflow so external IDs can populate before downstream rechecking.
Delay by Zapieror swap with your favorite app
3.Get contact and refresh company contacts
Integrate HubSpot and CRM lookups to fetch the updated contact and rebuild the associated company contact list for comparisons.
4.Clear duplicate primary flags
Integrate HubSpot and CRM updates to blank primary flags for associated contacts within the same company that are not the trigger contact.
5.Set primary contact in NetSuite
Integrate Sub-Zap by Zapier and ERP connectors to write the single primary contact and company identifiers to downstream records.
Sub-Zap by Zapieror swap with your favorite app
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