Marketing Automation: Hubspot

🔍 Problem Statement

As a Pelcro-integrated brand, I need customer contact data to be synchronized with HubSpot upon customer & subscription webhooks, which results in accurate CRM records without requiring manual data entry or reconciliation.

💡 User Story

As a business user, I want contact data to be automatically created or updated in HubSpot when a customer or subscription webhook occurs, so that CRM data remains consistent with my Pelcro customer base.

🎯 Definition of Done (DoD)

✔ Given customer & subscription webhook events, when the integration is triggered, then HubSpot is queried using the CG_Subscriber_Email to determine if a contact already exists.

✔ If the contact exists, it is updated with the latest fields otherwise, a new contact is created using the same set of fields.

✔ This change will be implemented in the integration orchestrator, and the integration must be reusable.

✔ This solution will include the following limitations:

1. Only contacts with valid CG_Subscriber_Email will be processed. Do not update Email field unless it is for creating a new contact.

2. The integration will not retroactively sync existing users unless triggered via a webhook event.

3. Field mapping is limited to what is defined in the linked document.