Hubspot 2-way sync (lead category)
by Noel Maniraguha on October, 2024
This automation syncs your Smartlead category changes within HubSpot.
This Page Has Multiple Automations
This automation has 1 component.
1. Syncing your Smartlead category changes within HubSpot
Pre-requisite: you must have Sync HubSpot and Smartlead properties (categories) completed
This automation is briefly mentioned in the few minutes of this video
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Insert the blueprint in make (new scenario)
Manual Changes
If you have the "Marketing Hub Professional" plan, Initiate the HubSpot webhook from workflows
If you're on a lower-tier plan, do it from a Dev Account (instructions below)
Smartlead Webhook Creation
Find it here and add the webhook with the following settings:
Event Type: LEAD_CATEGORY_UPDATED
Choose any category (positive categories recommended)
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Smartlead API key
Find it here and replace {API_KEY} with your smart lead API key
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HubSpot Module
The property Name should be "Categories" which you should have set up beforehand
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HubSpot to Smartlead (Creating a dev app)
Update the Redirect URL to: www.integromat.com/oauth/cb/hubspotcrm
Include the following Scopes
"Create a subscription webhook" in the features section
Choose which property you want to monitor. In this case, it would be "categories"
Input your target URL as the make webhooks module URL
Do a test and if it works, you should be good to go!!
Set a schedule
I recommend choosing a "daily" occurrence for this automation
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