General
In HubSpot there are companies and contacts that can be associated with each other. When the getCustomer flow is triggered a request is done to retrieve all contacts that have a modify date that is after the use_last_modify_date setting and that match the lifecycle stage that can be set in the setting use_lifecycle_stage and the pipeline that is set in the use_pipeline setting. If no lifecycle stage is specified all customers will be retrieved that match the date filter and the pipeline.
Next each of the results will be processed and the (first) associated company is retrieved including all associations to any contacts. For each of the associations the contact details are retrieved and the customer record is constructed. While doing so it keeps track of contacts already processed to prevent processing the same contacts or companies more than once when multiple modified contacts are retrieved that are all associated to the same company.
Optionally the lifecycle stage of companies and contacts retrieved can be updated or not. When the setting: set_lifecycle_stage in the Customer Settings category is enabled a few other settings will become available to specify the lifecycle stage for both companies & contacts that should be set when they are processed.
Important settings
- Amount to process - Settings > Run Behaviour
The amount of orders we try to sync at once. Always check if the target system can handle the amount of data.
- Specify the Date from which you want to retrieve customers - Settings > Run Behaviour
Determines the date from which customers are retrieved based on the modified date.
- Lifecycle stage to set
Used to filter and retrieve customers based on their lifecycle stage.
- Pipeline to set
Allows you to filter or retrieve customer data based on a specific pipeline within the CRM.
Datamapper
Per default APIcenter supplies a mapping that makes sure you can send customer data towards the target application. You can also make adjustments to this yourself.
Default fields that are mapped are for example:
- Customer Name
- Billing address
- street
- Number
- Postalcode
- City
- Country
- Shipping address
- street
- Number
- Postalcode
- City
- Country
More information about data mapping can be found here.