How to set up a webhook to enrich contact data in Hubspot

Creating a webhook that triggers when a contact record that did not originate from AdvizorPro is added to your Hubspot instance.

1. Go to Automation > Workflows on the left menu, then select 'Create workflow' in the top right corner. Select the 'From scratch' option.
2. Set the Enrollment Trigger to when a record is created, and Choose 'Contact' when asked to choose an object.
3. Select the 'Add criteria' button to add conditions to this trigger. Navigate to Object information > Contact properties, and search for 'First name'.  Update the condition qualifier to 'is known'. Repeat this step for 'Last name', 'Company name', and 'Email'.
   
   Navigate to Object information > Contact properties again, and select 'AdvizorPro Source'. For this condition, select 'doesn't contain any of', then enter 'advizorpro'. Select the checkbox to include any records where this field is empty.
   
   

   Note: If you do not have the 'AdvizorPro Source' field, then you will need to create it. This field condition ensures that contacts created through the AdvizorPro integration will not trigger this automation.

   
   The trigger conditions should look like this:
   
   
   Save and continue.
4. For the workflow's action, navigate to Data ops and select 'Send a webhook'.
   1. Method: POST
   2. Webhook URL:
      Copy the following URL and enter it into the Webhook URL box. If you do not already have an API key, reach out to your Integration Specialist.
      https://api.advizorpro.com/api/integration/hubspot/person/[YOUR API KEY]

   3. Authentication type: None
   4. Request body: Select 'Include all contact properties'
   The webhook settings should look like this:
   
5. Save the workflow. Update the name to something like "AdvizorPro - Contact Enrichment', then select the 'Review and publish' button when you are comfortable turning on the workflow.