Bidirectional company sync between ProspectPro and HubSpot with status tracking
This template syncs prospects from ProspectPro into HubSpot. It checks if a company already exists in HubSpot (by ProspectPro ID or domain), then updates the record or creates a new one. Sync results are logged back i...
Template notes
This template syncs prospects from ProspectPro into HubSpot. It checks if a company already exists in HubSpot (by ProspectPro ID or domain), then updates the record or creates a new one. Sync results are logged back in ProspectPro with tags to prevent duplicates and mark errors, ensuring reliable and repeatable integrations.
✨ Features
- Automatically sync ProspectPro prospects to HubSpot companies
- Smart search logic: match by ProspectPro ID first, then by domain
- Creates new HubSpot companies when no match is found
- Updates existing HubSpot companies with latest ProspectPro data
- Logs sync results back into ProspectPro with tags (HubspotSynced, HubspotSyncFailed)
- Extendable and modular: use as a trigger workflow or callable sub-flow