Mettre à jour un contact dans HubSpot

Managing your CRM contacts manually slows down your workflow and leaves room for error. This component offers a smarter way to grow and maintain your HubSpot contact list by automatically updating contacts based on data from your existing tools, conversations, and other sources.

What is the Update a Contact in HubSpot Component

The Update Contact in HubSpot component lets you automatically update your HubSpot contacts across all your workflows. Whether you’re gathering leads from a chatbot, a document, or a third-party app, this tool saves you time and keeps everything in sync.

Key Benefits of This Component

• Keep your CRM up-to-date, automatically: No more digging through HubSpot to make manual edits. This component lets you instantly update existing contacts based on real-time data from your tools, chats, calendars, or documents.
• Update from anywhere: Whether the data lives in a Google Sheet, came from a chatbot, or was pulled from a scraped website, you can feed it directly into HubSpot. The component connects with virtually any data source, eliminating the need to copy-paste or switch between apps.
• Smarter, faster, and more flexible than native HubSpot: HubSpot doesn’t offer this level of automation across channels. With FlowHunt, your AI Agents can find the right contact using search logic, retrieve their ID, and update only the necessary fields without your involvement.
• Perfect for real-time lead enrichment and data hygiene: You can use it to enrich contacts as conversations evolve, or clean up outdated CRM entries in bulk.

Component Settings

Association Category (optional)
This setting defines the relationship between two HubSpot objects. Hubspot-defined fields are set as default. For custom associations, switch to user or integration-defined. This is an optional setting for developers. Find out more here.

Association Type ID (optional)
Specifies the exact relationship by ID. Learn more in this HubSpot guide. This is an optional developer setting for custom use cases.

Mapped ID
The ID of the object you’re linking to (e.g. company ID). Optional developer setting. Leave empty if unnecessary.

Tool Description
Give additional information to help the agent understand how to use the tool.

Tool Name
Add a name the agent should use to refer to this component in verbose output. This name is used for your convenience.

Verbose
Pick whether the agent should show its thought process in the FlowHunt chat interface. This is especially useful for debugging.

Input Handles

• Contact:
  Connect the contact information you want to update, for example, a Google sheet. You can connect up to 20 different components here, ranging from AI Agents and data components all the way to document retrievers and messaging apps integrations.

• Contact ID:
  This handle lets you specify the ID of the contact you want to update.
  The ID is required for the component to work correctly.
  You can either have the ID in your source material, input it manually, or connect a component that supplies it either directly or via the AI agent.

Output Handles

• Tool:
  Connect the component to an AI Agent. This is the main output handle, allowing the agent to use this component to create new contact records.

• After Update Contact:
  Connect components to specify actions that should occur after a contact is updated. For example, you can set up Slack notifications, automatically update Google Sheets, or send the data for further processing.

How To Use The Update Contact In HubSpot Component

You can use this component in any workflow where contact data appears. From chat conversations to internal docs, you can create contacts and further process them.

Popular use cases include:

• Update based on information from chatbot, Facebook Messenger, email, or WhatsApp
• Updating from Google Workspace documents and sheets
• Updating from Google Calendar
• Updating from other documents and your FlowHunt knowledge base
• Crawling websites to find new contact information
• Using the API to connect to other 3-rd party apps, such as Zapier

Note: We suggest you use this component along with Create Contact in HubSpot, so you don’t miss out on any new customers.

Building the Flow

Let’s see the component in action. You can automate the entire process, including sourcing the information and comparing it to existing records. However, for the sake of simplicity, we’ll only create a basic Flow that lets you find and update contacts by prompting the Flow in chat.

This Flow already makes the experience simpler and faster than using the HubSpot interface, especially for bulk updates. You don’t need to look for each contact and the exact fields to update. Simply send any identifying information in chat and tell the agent what to update.

Note: Check out the pre-made Flows in our library for more robust and fully automated solutions.

1. Since it’s a chatflow, we’ll add a Chat Input and Output, Chat History, and an AI Agent to power the Flow.
2. Next, we’ll connect the Update Contact in HubSpot as a tool for the AI agent.
3. We’ll also add the Search Contact in HubSpot component and connect it as a tool. This component is necessary for our use case.

The Update Contact in HubSpot component requires an exact Contact ID to work. There are several ways you can supply the ID. You can have it in your contact source material, connect a component that supplies the ID, or input it manually.

In this case, we want to simply send any identifying contact information in chat, and have the Flow find the ID and update the contact on its own. This is where the Search Contact in HubSpot component comes into play.

The search component allows you to retrieve contacts relevant to your query, along with their IDs. The AI Agent, with both components as tools, will take care of everything. It will search the contacts, get the IDs, and update the contact. All you need to do is provide the identifying property in chat.

Note: The Search Contact in the HubSpot component always searches for a property according to your settings, such as matching email, contacts created on a specific date, etc. Learn how to set it up in this guide.

Let’s test it out. In our Create a Contact in HubSpot guide, we’ve created a new contact by the name of Jane Doe. Let’s say we want to update the phone number for this contact. Having the search component set to search for an exact match of email, we’ll send this message:

“Change the number of contact with email jane@flowhunt.io to +421(901)234-567”

Once processing is done, the chatbot responds with a success message:

Going back to the contact in HubSpot, we can see the new number is already in place:

This core flow would work well in customer service chatbots or any other use case where the chat is used to input new contact info. If you’re looking for a more robust and fully automated solution, try one of our pre-made Flows in the Flow library.

How To Find The Contact ID

While other components will do the work for you most of the time, some use cases may require you to look for the contact ID manually. Here’s how to do it.

1. In your HubSpot dashboard, go to CRM -> Contacts.
2. Find the contact you want to update and open it.

Now, there are two options for getting the ID number. You can either find it as the last number in the address or by going to Actions -> View all properties and finding the “Record ID”.