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HubSpot + Salesforce + Code by Zapier + DataContractGate

HubSpot + Salesforce + Code by Zapier + DataContractGate

HubSpot + Salesforce integrations

Validate new HubSpot contacts with DataContractGate before creating Salesforce leads

CRM-to-CRM updates copy bad records along with good ones. This Zap checks each new HubSpot contact against a DataContractGate contract: required fields, an email pattern, allowed country or lifecycle values. Only contacts that pass become Salesforce leads. The rest are quarantined with a list of what failed, so someone can fix the source record.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when new contact is available.
  2. automatically do this...
     logo
     logo
    Run Javascript code This is an advanced action! Uses the latest supported version of Node.
  3. then do this...
    Validate Record
    Validate Record
    Validate RecordChecks one record against a ContractGate contract. A failure is quarantined and the Zap stops. A pass continues with the payload the next step should write.
  4. then do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead in Salesforce.
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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Code by Zapier
Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.
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About DataContractGate
DataContractGate is a data contract gate. It checks a pulled record, quarantines a failure, and returns the payload that passed.
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