Automatically Sync Beex Leads to HubSpot (Create & Update)

Description

Summary Automatically sync your Beex leads to HubSpot by handling both creation and update events in real time. How It Works Trigger Activation: The workflow is triggered when a lead is created or updated in Beex. Data Transformation: The nested data structure from the Beex Trigger is flattened into a simple JSON format for easier processing. Email Validation: The workflow verifies that the lead contains a valid email address (non-null), as this field serves as the unique identifier in HubSpot. Field Mapping: Configure the fields (via drag and drop) that will be used to create or update a contact in HubSpot. ⚠️ Important: Field names must exactly match the contact property names defined in HubSpot. Event Routing: The workflow routes the action based on the event type received: contact_create or contact_update. Branch Selection: If the event is contact_create, the workflow follows the upper branch; otherwise, it continues through the lower branch. API Request Execution: The corresponding HTTP request is executed POST to create a new contact or PUT to update an existing one both using the same JSON body structure. Setup Instructions Install Beex Nodes: Before importing the template, install the Beex trigger and node using the following package name: n8n-nodes-beex Configure HubSpot Credentials: Set up your HubSpot credentials with: Access Token (typically from a private app) Read/Write permissions for Contacts objects Configure Beex Credentials: For Beex users with platform access (for trial requests, contact frank@beexcc.com): Navigate to Platform Settings → API Key & Callback Copy your API key and paste it into the Beex Trigger node in n8n Set Up Webhook URL: Copy the Webhook URL (Test/Production) from the Beex Trigger Node and paste it into the Callback Integration section in Beex. Save your changes. Requirements HubSpot:* An account with a Private App Token and Read/Write permissions for *Contacts** objects. Beex:** An account with lead generation permissions and a Bearer Token configured in the Trigger Node. Event Configuration:* In the Beex platform's *API Key & Callback** section, enable the following events: "Update general and custom contact data" "Networking" Customization Options Contact Filtering:** Add filters to control which Beex leads should sync to HubSpot. Identifier Configuration:** By default, only leads with a valid email address are processed to ensure accurate matching in HubSpot CRM. You can modify this logic to apply additional restrictions. Field Mapping:** The "Set Fields Update" node is the primary customization point. Here you can map Beex fields to HubSpot properties for both creation and update operations (see Step 4 in How It Works). Field Compatibility:** Ensure that Beex custom fields are compatible with HubSpot's default or custom properties; otherwise, API calls will fail due to schema mismatches. An n8n automation workflow template by Beex.

Categories

Tags

Capabilities

• 2 nodes
• 4 views