RainKing’s Hubspot webhook allows you to automatically append data from RainKing to records in their Hubspot. Below are some common examples of exactly how this can be used in your Hubspot.
- Aggregate all records missing fields and run them through RainKing to update
- Update your records every 30 days with RainKing data
- When someone submits a form
Aggregate all records missing fields and run them through RainKing to update
Navigate to Contacts>Workflows>New Workflow:
Name your workflow, choose a “Standard” workflow, and select Create Workflow:
Choose “Set Enrollment Criteria” and choose to automatically enroll contacts based on a contact property:
The criteria for the workflow below is all Filters for missing data – records where the Company Name, Job Title, Annual Revenue, or Number of Employees is unknown. Make sure to set the workflow to Use OR Filters:
Select “Add an Action”:
Select “Trigger a Webhook”:
Continue with the instructions on page 3 of the RainKing Hubspot Install Guide
Update your records every 30 days with RainKing data
To have your Hubspot automatically pull updated information from RainKing every 30 days you will first need to start by creating a new Smart Lists in your Hubspot.
Navigate to Contacts>Lists and then “New List”:
Name your new list so that you can easily identify it and choose “Smart List” as the type. You’ll want to choose “Contact Property” as the criteria and “Last Updated” as the field to identify these contacts by. Choose “is more than” for the time frame and the number of days from the time the contact was “last updated”:
Next, you need to create the workflow that will actually look to this list for contacts to update. Navigate to Contacts>Workflows and “New Workflow”:
Choose to “Automatically” enroll contacts based on “List Membership”. Choose the list that was just created in the previous steps. You can select to “Enroll Contacts who already meet these criteria” if you would like to execute a bulk update.
Select “Add Action or Delay” and choose “Trigger a Webhook” as the action. Change to “Post” and insert your URL that was generated from the steps on page 1 and 2 of the setup guide.
Underneath, select “Add Action or Delay” and choose “Set a contact property value” as the action. Choose the property value as “Last Updated” and toggle to “Date of Step”. This action will remove the contact from the Smart List you created until it again needs to be updated.
Scroll to the top or your page and select to turn the workflow “ON”.
**If your organization does not currently use the “Last Updated” field you will need to add it as a property to your contacts. The field may not contain any values and you will need to do a one-time manual enrollment of your contacts to the workflow rule.
When someone submits a form:
RainKing’s Hubspot webhook can be added as a workflow on form submissions in Hubspot so that additional data from RainKing is appended to the Contact’s record on import. To integrate RainKing’s Hubspot webhook with your Hubspot web forms, follow these instructions:
Create a form in Hubspot with Email Address as a required field (or use a form you already have):
Add this form to a landing page and host where you want people to find and fill-out the form:
The form will now be available on the internet:
In Hubspot, create a workflow so that when this form is filled out the action is to trigger the RainKing webhook:
Turn the workflow on, then go to the form and add an email address from RainKing:
The record, with just the limited data from the form, will enter your Hubspot then trigger the RainKing webhook and RainKing will append all additional data for the record in your Hubspot: