Turn HubSpot quote requests into Service Fusion customers

By General Input

The moment a HubSpot quote request lands, create the matching Service Fusion customer and ping Slack so a dispatcher can call within minutes.

Integrations

  • Service Fusion
  • HubSpot
  • Slack Bot

Type

Deterministic Code

Categories

  • Sales
  • Operations

Build a workflow that hands off every new HubSpot Request a Quote lead to Service Fusion and pings a dispatcher in Slack, so a real person is calling the customer within minutes of the form submission.

Trigger: webhook. The source is a HubSpot workflow that fires an outgoing webhook when a contact submits the Request a Quote form. The incoming payload should carry the HubSpot contact ID (vid or hs_object_id).

Step 1: call HubSpot Get Contact using the contact ID from the webhook. Request the full lead properties: firstname, lastname, phone, email, address, city, state, zip, plus the custom properties that carry the requested service and any customer notes captured on the form.

Step 2: call Service Fusion Create Customer to create the matching customer record. Map the HubSpot fields into the Service Fusion body as follows: customer_name = firstname + lastname (or the company name if provided); contacts = an array with one entry containing fname, lname, and is_primary=true; phones = an array with the HubSpot phone number and phone_type set to something like Mobile; emails = an array with the HubSpot email; locations = an array with one entry containing the HubSpot street address, city, state, postal_code, and is_primary_billing / is_primary_service set to true so the record is ready for a job to be booked against it. Include the requested service and any notes as customer_notes or in the private_notes field. Foreign-key fields such as agent or customer_source accept either the integer id or the header/name string, so a caller can pass either.

Step 3: call Slack Bot Send a Message to post a heads-up to the #new-leads channel. The message should include: the customer name, the requested service, the phone number formatted so a dispatcher can click to call, a direct link back to the HubSpot contact (https://app.hubspot.com/contacts/<portalId>/contact/<contactId>), and the new Service Fusion customer ID so the dispatcher can jump straight to the record. Use Slack mrkdwn (single asterisks for bold, <url|text> for links).

Error handling: if Service Fusion Create Customer fails, still post to Slack with the raw HubSpot info and the error message so a dispatcher can call the lead manually. Do not swallow failures silently. Log each step so a rerun can be triaged.

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