Use HubSpot for a customer email correction
Example: A customer changed its contact email. The sales record still uses the former address, and the next proposal would go there.
Keep HubSpot as the source for its records. A Righthand can use available information for the decision below.
This article is from Righthand. The example and result are illustrative. This guide has no executed integration test.
The customer task
A customer changed its contact email. The sales record still uses the former address, and the next proposal would go there.
Provider documentation. The documentation gives information about contact records with properties and associations. For contact operations, applicable scopes and property values are necessary.
Make account access explicit
If HubSpot is available in Connections, connect the intended account. Give the Righthand access to that connection.
Provider documentation does not establish installed Righthand operations. Examine the connection’s available tools before assigning direct account work.
For direct account work, the connection must have the necessary read or write operation and permission. If that operation is unavailable, supply the information in a message. The owner must make any account change in that case.
Connection Permissions gives information about account access and tool permissions. Give only the access necessary for the identified task.
The request to the Righthand
Read the identified contact and supplied customer correction.
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Prepare the exact email change.
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Send identity ambiguity before writing.
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Send the owner the result before 3 PM Friday.
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Use Pacific time.
Use the provider records for the result
Identify the contact through an exact reference or verified email. Identify contact properties and company or deal context as different information. Examine a proposed change before you write it.
An address change request must belong to the identified contact.
For a permitted write, examine the resulting account record. A proposal does not establish a completed change.
For an external message, identify the recipient and permitted task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
An illustrative result and next step
The proposed contact update uses the customer-supplied new address. Other contact properties remain unchanged.
The account owner examines the customer identity before giving approval for the change.
Try one account task
- Give the Righthand one identified source record.
- Compare its result with that source.
- Examine the account record after a permitted write.
- Examine the work in Activity.
If a direct operation is unavailable, give the source information in a message. This does not establish a direct integration.
When the account tools are sufficient
Use HubSpot directly when its existing view gives the complete answer and no other conversation is necessary. A person can make the decision from that view.