🤝 Automatically sync Beex leads to HubSpot (Create & Update)

⚡ 92 views · 🤝 CRM & Sales Operations

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Description

Summary

Automatically sync your Beex leads to HubSpot by handling both creation and update events in real time.

How It Works

1. Trigger Activation: The workflow is triggered when a lead is created or updated in Beex. 1121_2_.gif

2. Data Transformation: The nested data structure from the Beex Trigger is flattened into a simple JSON format for easier processing. 1121_1_.gif

3. Email Validation: The workflow verifies that the lead contains a valid email address (non-null), as this field serves as the unique identifier in HubSpot.

4. Field Mapping: Configure the fields (via drag and drop) that will be used to create or update a contact in HubSpot.

⚠️ Important: Field names must exactly match the contact property names defined in HubSpot. edit_fields.gif

5. Event Routing: The workflow routes the action based on the event type received: contact_create or contact_update.

6. Branch Selection: If the event is contact_create, the workflow follows the upper branch; otherwise, it continues through the lower branch.

7. API Request Execution: The corresponding HTTP request is executed POST to create a new contact or PUT to update an existing one both using the same JSON body structure.

Setup Instructions

1. Install Beex Nodes: Before importing the template, install the Beex trigger and node using the following package name:

n8n-nodes-beex

2. Configure HubSpot Credentials: Set up your HubSpot credentials with:

   • Access Token (typically from a private app)
   • Read/Write permissions for Contacts objects imagen10.PNG

3. Configure Beex Credentials: For Beex users with platform access (for trial requests, contact frank@beexcc.com):

   • Navigate to Platform Settings → API Key & Callback
   • Copy your API key and paste it into the Beex Trigger node in n8n beex_api_key.PNG imagen12.PNG

4. Set Up Webhook URL: Copy the Webhook URL (Test/Production) from the Beex Trigger Node and paste it into the Callback Integration section in Beex. Save your changes. imagen11.png

Requirements

• HubSpot: An account with a Private App Token and Read/Write permissions for Contacts objects.
• Beex: An account with lead generation permissions and a Bearer Token configured in the Trigger Node.
• Event Configuration: In the Beex platform’s API Key & Callback section, enable the following events:
  • “Update general and custom contact data”
  • “Networking” CAPTURE.PNG

Customization Options

• Contact Filtering: Add filters to control which Beex leads should sync to HubSpot.
• Identifier Configuration: By default, only leads with a valid email address are processed to ensure accurate matching in HubSpot CRM. You can modify this logic to apply additional restrictions.
• Field Mapping: The “Set Fields Update” node is the primary customization point. Here you can map Beex fields to HubSpot properties for both creation and update operations (see Step 4 in How It Works).
• Field Compatibility: Ensure that Beex custom fields are compatible with HubSpot’s default or custom properties; otherwise, API calls will fail due to schema mismatches.

🔗 Nodes Used

HTTP Request, Filter

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup