Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
This template syncs prospects from ProspectPro into HubSpot. It checks if a company already exists in HubSpot (by ProspectPro ID or domain), then updates the record or creates a new one. Sync results are logged back in ProspectPro with tags to prevent duplicates and mark errors, ensuring reliable and repeatable integrations. ✨ Features Automatically sync ProspectPro prospects to HubSpot companies Smart search logic: match by ProspectPro ID first, then by domain Creates new HubSpot companies when no match is found Updates existing HubSpot companies with latest ProspectPro data Logs sync results back into ProspectPro with tags (HubspotSynced, HubspotSyncFailed) Extendable and modular: use as a trigger workflow or callable sub-flow ⚙ Requirements AlekSystem instance or cloud workspace Install the ProspectPro Verified Community Node ProspectPro account & API credentials (14-day free trial) HubSpot account with OAuth2 app and API credentials 🔧 Setup Instructions Import the template and set your credentials (ProspectPro, HubSpot). Connect to a trigger (e.g., ProspectPro "New website visitor") or call as a sub-workflow. Add a propery to Hubspot for the ProspectPro ID if you don't already have one Adjust sync logic in the "Continue?"-node and HubSpot fields to match your setup. Optional: extend error handling, add Slack/CRM notifications, or sync back HubSpot data into ProspectPro. 🔐 Security Notes Prevents re-processing of failed syncs using the HubspotSyncFailed tag Error branches included for failed updates/creates Manual resolution required if sync errors persist 🧪 Testing Run with a ProspectPro ID of a company with a known domain Check HubSpot for creation or update of the company record Verify updated tags (HubspotSynced / HubspotSyncFailed) in ProspectPro 📌 About ProspectPro ProspectPro is a B2B Prospecting Platform for Dutch SMEs. It helps sales teams identify prospects, track website visitors, and streamline sales without a full CRM. Website: https://www.prospectpro.nl Platform: https://mijn.prospectpro.nl API docs: https://www.docs.bedrijfsdata.nl Support: https://www.prospectpro.nl/klantenservice Support hours: Monday–Friday, 09:00–17:00 CET 📌 About HubSpot HubSpot is a leading CRM platform offering marketing, sales, and customer service tools. It helps companies manage contacts, automate workflows, and grow their customer base. Website: https://www.hubspot.com Developer Docs: https://developers.hubspot.com
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