APIs & Integrations

regan
Member | Diamond Partner
Member | Diamond Partner

Contact Record change notification

Is there a way to receive an auto email if a contact record has been updated or changed by a user? Our client has an issue of records getting overwritten and needs to manually keep the record accurate. This is becoming a significant problem.

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regan
Member | Diamond Partner
Member | Diamond Partner

Contact Record change notification

Great. So we have created the webhook as instructed in the link you sent, which was super helpful. However, we received word from our client that they are receiving too many notifications. They only want to get email updates for existing records that change name fields. We reviewed the documentation, but don’t see a clear resolution here. Any thoughts on how to do this?

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3PETE
HubSpot Employee
HubSpot Employee

Contact Record change notification

@regan
how is your business logic currently set up? When a web-hook get’s fired it hits your server and you process it and send out an email to your client?

Peter

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regan
Member | Diamond Partner
Member | Diamond Partner

Contact Record change notification

Yes and its working perfectly. However, we don’t want it triggered when new contacts are created or deleted, only when updated.

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3PETE
HubSpot Employee
HubSpot Employee

Contact Record change notification

During your processing can you check the created date to see if it is within an hour or so? that would eliminate the created ones and for the deleted ones I would check the isActive property to see if it is true or false.

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3PETE
HubSpot Employee
HubSpot Employee

Contact Record change notification

@regan You can set up a webhook to watch and report on a property change on a contact. Here is our documentation below on how to set that up.

You can also create a dev account and go through the GUI to set it up as well.

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regan
Member | Diamond Partner
Member | Diamond Partner

Contact Record change notification

Great, thank you. Can you clarify the comment about creating a dev account?

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3PETE
HubSpot Employee
HubSpot Employee

Contact Record change notification

@regan

click on create a developer account and fill out the form to get started.

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