This workflow synchronizes data both ways between Pipedrive and HubSpot. Cron node** schedules the workflow to run every minute. Pipedrive* and *Hubspot nodes** pull in both lists of persons from Pipedrive and contacts from HubSpot. Merge1* and *Merge2 nodes** with the option Remove Key Matches identify the items that uniquely exist in HubSpot and Pipedrive, respectively. Update Pipedrive* and *Update HubSpot nodes** take those unique items and add them in Pipedrive and HubSpot, respectively.
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HubSpotPipedriveRelated workflows
See all HubSpot→One-way sync between Pipedrive and HubSpot
This workflow synchronizes data one-way from Pipedrive to HubSpot. Cron node** schedules the workflow to run every minute. Pipedrive* and *Hubspot1 nodes pull in both lists of persons from Pipedrive and contacts from HubSpot. Merge node* with the option *Remove Key Matches identifies the items that uniquely exist in Pipedrive. Hubspot2 node** takes those unique items and adds them to HubSpot.
Update HubSpot when a new invoice is registered in Stripe
This workflow automatically posts a message in Slack when a new invoice is uploaded in Stripe, and it updates the fields in the HubSpot CRM. Prerequisites A Slack account and credentials A HubSpot account and credentials A Stripe account and credentials Nodes Stripe Trigger node triggers the workflow when a new invoice is uploaded. IF nodes filter the invoices that don't have a PO number and if there is no deal for the PO. HubSpot nodes retrieve deals with the specific PO number and update the deal status to 'paid'. Slack nodes post messages about the deals in a Slack channel.
Sync Shopify customers to your HubSpot contacts
This workflow syncs Shopify customers to your HubSpot account as contacts. Whenever somebody makes a purchase on Shopify, it automatically adds them as a new customer to your Hubspot account if the customer doesn’t exist yet. Also, this workflow creates or updates contacts from new paid orders on Shopify by adding the amount and order close date of the deal. Prerequisites Shopify account and Shopify credentials HubSpot account and HubSpot credentials How it works Shopify trigger starts the workflow whenever an order is updated. HubSpot node creates or updates the contact who made the order update. Set node sorts and passes only the userid. Merge node merges data of both inputs, the order and the customer. Hubspot node looks up if the order already exists. If node splits the workflow conditionally, based on data received. If the order is new, the new deal is created in the Hubspot node.