Empathy First Media @FirstEmpathy

Denver Digital Marketing Agency empathyfirstmedia.com Denver, CO Joined March 2019

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Empathy First Media @FirstEmpathy

2 years ago

Do you remember when you joined X? I do! #MyXAnniversary

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Daniel Lynch @Ambitious_Lynch

2 years ago

(7/7) Insert Code Snippet & Execute Step 8: Define Parameters for the Code to Execute Language: Node.js 16 x Secrets: HubSpot Access Key from Private App Secret Constant defined as "secretName" Property to include in code: Define the constant as “phone,” which is equal to the “phone number” property in the contact object HubSpot Client: v3 Step 9: Copy & Paste This Code Snippet, Then Test the Workflow Code Snippet: const DEDUPE_PROPERTY = 'phone'; const hubspot = require('@hubspot/api-client'); exports.main = async (event, callback) => { try { const hubspotClient = new hubspot.Client({ accessToken: process.env.secretName }); const contactResult = await hubspotClient.crm.contacts.basicApi.getById(event.object.objectId, [DEDUPE_PROPERTY]); let dedupePropValue = contactResult.body.properties[DEDUPE_PROPERTY]; console.log(`Looking for duplicates based on ${DEDUPE_PROPERTY} = ${dedupePropValue}`); const searchResults = await hubspotClient.crm.contacts.searchApi.doSearch({ filterGroups: [{ filters: [{ propertyName: DEDUPE_PROPERTY, operator: 'EQ', value: dedupePropValue }] }] }); let idsToMerge = searchResults.body.results .map(contact => contact.id) .filter(vid => Number(vid) !== Number(event.object.objectId)); if (idsToMerge.length > 0) { console.log(`Found multiple potential contact IDs to merge: ${idsToMerge.join(', ')}`); // Merge all contacts into the first one found for (let i = 1; i < idsToMerge.length; i++) { await hubspotClient.apiRequest({ method: 'POST', path: `/contacts/v1/contact/merge-vids/${idsToMerge[0]}`, body: { vidToMerge: idsToMerge[i] } }); console.log(`Merged contact id=${idsToMerge[i]} into contact id=${idsToMerge[0]}`); } } else { console.log('No matching contact, nothing to merge'); } } catch (error) { console.error('An error occurred:', error); } };

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Daniel Lynch @Ambitious_Lynch

2 years ago

(6/7) Private App In HubSpot Step 7: HubSpot Workflows Action: Returning to HubSpot Workflows now, add a delay of 5 minutes to low Zapier and HubSpot sync, and update the phone number value. Note: Depending on your Zapier plan, this value could be higher; I am on the top-tier plan, so it happens almost instantly for me and my development team. Step 8: Create a Private App & Secret Key Go to the developer console, create a private app, and copy the private key that will be used to authenticate the CRM Database.

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Daniel Lynch @Ambitious_Lynch

2 years ago

(5/7) Zapier Workflow To Standardize Phone Number Step 3: Zapier Action: Send a post webhook to Zapier to catch the rawhook. Step 4: Zapier Action: Catch hook using functionality by Zapier. Step 5: Zapier Action: The number is formatted by Zapier to standardize the number to the format of +1 555-800-1212 (International) Step 6: Zapier Action: Using Zapier, update contact in HubSpot with update phone number value.

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Daniel Lynch @Ambitious_Lynch

2 years ago

(4/7) Validation & Test Contact Using the HubSpot test contact functionality, use a test contact to verify that you understand how the Data OPS module works and have a control variable as we move forward.

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Daniel Lynch @Ambitious_Lynch

2 years ago

(3/7) Workflow Trigger & Formatting Trigger: Phone Number is known Step 1: HubSpot Workflows Action: Format Data using Ops Hub with the following snippet. cut(cut(cut(cut(cut(cut([phone], "-"), "("), ")"), "*"), "&"), "#") Step 2: HubSpot Workflows Action: Copy outcome of Format Data to phone number and update number values with no characters in the phone number for a raw numerical value in the string.

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Daniel Lynch @Ambitious_Lynch

2 years ago

(2/7) Solution: Using HubSpot workflows, I created a code snippet that executes in the HubSpot workflows utilizing the custom code functionality of Operations Hub to automatically run every phone number added to the HubSpot CRM to identify duplicates. I have also attached 2 screenshots for a high-level overview of the workflow.