Contact Sync Logic
How Popl determines if a new contact should be created or if an existing should be updated.
Contact Sync Logic
When syncing Popl leads to your HubSpot account, the integration will first perform a read operation to see if the contact already exists. This search (query) uses the contact's "email" as a primary key to match any existing contact already in your HubSpot. Based on the search, two flows can be taken:
- Create New Contact if No Contact Found:
If no contact is found from this initial email search, then the integration will proceed to create a new contact. Contact ownership and any custom mappings will be applied based on the configuration settings described above.
- Update Existing Contact If an Existing Contact is Found:
If a contact is found with the Popl lead's specific email, then the integration will proceed to update that Contact accordingly instead of creating a new, duplicate Contact. Contact ownership and any custom mappings will be applied based on the configuration settings described above.
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