Hubspot Workflow Rules - Verify Lead
In order to send status updates and conversion updates from the leads to Webolytics, workflow rules will need to be created in Hubspot which send webhooks back to Webolytics.
Setting up a Verify Lead Workflow
Go to Automation > Workflows, and click ‘Create Workflow’ > ‘From Scratch’.
On the next screen, choose ‘Blank Workflow” and click “Next” in the top-right of the screen.
On the workflow page at the top, click on the edit icon to rename the workflow. On the modal that pops up, add the following information:
Rule Name: Webosaurus - Verify Lead
Description: Verify or change the lead status within Webolytics of the correlating lead in Hubspot
Once Finished, click “Save”.
The first part of creating the workflow involved creating a trigger that the workflow will action itself upon. For this workflow we will be using Leads as the initial trigger. Click “Set up triggers”.
On the right pop-out, select “Contact Properties” > “Webolytics ID”
For the condition, we want lead status to be set to ‘Is Known’
Once set up, click ‘Apply Filter’ to the bottom of the pop-out.
IMPORTANT: Make sure you set the re-enrollment settings to repeat the workflow.
Click “Save” on the bottom of the pop-out.
Click the ‘+’ icon just underneath the trigger statement.
On the right pop-out, select ‘If/Then Branch’.
On the right pop-out, select “Contact Properties” > “Lead Status”
For the condition, we want lead status to be set to ‘Is Known’
Once set up, click ‘Apply Filter’ to the bottom of the pop-out.
Name the Branch “Lead Status” and click Save.
Click the “+” icon underneath the Green “Lead Status” label.
On the right pop-out, select ‘Send a Webhook’.
On the web hook creation form, populate with the following values:
Method: POST
URL to Notify: https://portal.webolytics.com/modules/hubspot/verifyLead.php
Authentication Type: Leave as it is. It will select the logged in user as the default
Custom Parameters:
webolytics_id -> Webolytics ID
publishedStatus -> Lead Status
Static Parameters:
VID -> Add_Your_Vendor_ID_Here
Once finished, click ‘Save’.
Click “Review and publish” to turn on your workflow to verify a lead in Webolytics.
