Sync everyone who contacts Dixa support into HubSpot

By General Input

Every hour, we add everyone who contacted support in Dixa to HubSpot and stamp their record with recent support activity, so sales and success stay in the loop.

Integrations

  • Dixa
  • HubSpot

Type

Deterministic Code

Categories

  • Sales
  • Operations

Every hour, keep my HubSpot CRM current with everyone who contacted our support team in Dixa. Run this as deterministic code on a cron trigger at the top of every hour.

First, use Dixa's "Search conversations with filters" operation to find every conversation that was closed or updated within the lookback window. Default the lookback window to the last 1 hour, but let me change it (for example to 2 hours or 24 hours) so I can widen the net or backfill.

For each conversation returned, call Dixa's "Get conversation" operation to read the requester's name and email address. Collect the requester across all matching conversations and deduplicate by email so each person is upserted only once per run. Skip any requester that has no email address, since email is the match key.

Then upsert those people into HubSpot using the "Batch Upsert Contacts" operation, matched on the email property so existing contacts are updated and brand-new contacts are created. Map the requester's name into HubSpot's firstname and lastname and set email. Send contacts in batches of up to 100 per call, chunking into multiple calls when more than 100 people were found.

On every upserted contact, stamp a last-contacted-support date property with the time of their most recent support conversation, and where the conversation exposes it, stamp the support channel (for example email, chat, or phone). Let me choose exactly which HubSpot contact properties receive these values, including the internal property names for the last-contacted-support date and the support channel, so the mapping matches the properties already set up in my HubSpot account.

This is a straightforward field-mapping data sync, so keep it deterministic with no summarization or judgement. If a run finds no closed or updated conversations, do nothing. Respect Dixa and HubSpot rate limits and page through all results.

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