Hello Everyone!
If you're like me, you've noticed that HubSpot has a super clean Dynamics 365 sync - however, when the HubSpot contacts sync into leads, they're overwriting the historical data. I.e. if I fill in a form asking for pricing on a new car, then immediately write a second submission asking for pricing on a boat, Dynamics will only show the most recent submission for the boat query. I can tell you right now, after discussing with HubSpot at length, they do not have an override to allow duplicate entries - and creating duplicate contacts for each form submission in HubSpot is a marketer's worst nightmare. BUT, there's another way - here's how we tackled this issue:
***NOTE: this is for a ONE way sync HubSpot -> Dynamics 365. This has not been tested for a 2-way sync and may not be applicable.***
This flow is working like this
That’s all there is to it! Now, whenever a contact fills out a new form on HubSpot, the flow kicks on & my sales team gets alerted that their customer wants additional things. One thing to note, the PA flow will claim it’s failing because the record is already deactivated, it still creates the copy lead. It jus doesn’t go through with the final step – which is fine, that’s less important than the copy!
Let me know if you guys find this useful
André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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