Hi there, brand new to Zapier so apologies for whats likely a very easy question. I’m trying to update a contact in hubspot based on a webhoook from another service. I believe I have the general steps needed, but need some help with the implementation Goal - When a webhook is received from a external system (Brightback - https://help.brightback.com/article/177-using-webhooks-with-brightback-and-zapier) update a contact in hubspot with a value from the webhook received Method - Because the “update contact in hubspot” Zap requires the Contact/Object id (hubspot internal id) I realized I first need to Find Contact in Hubspot, and then pass the Object ID information onto another step of the Zap that updates the contact Trigger - Catch Raw hook in Webhooks by Zapier Webhook from brightback is sent to zapier to start the flow Action - Find Contact in Hubspot Set-up Action STUCK HERE First search property name First search property value Questions - In step 3 above, I’m trying to lookup the user based on our internal UID, which is stored in the hubspot property `RealVision User Contact Property: User ID”. But I don’t know what/how i’m supposed to format the “First search property value”. The UID is contained in the Raw Body value as shown, but i’m not sure how to tell zapier to look there or if it’s even possible? My plan is then to use the returned object id, from the lookup to update my contact in the next step of the zap. Is that the correct next path forwards?

Find Contact in Hubspot based on Webhook from Other tool

Hi there, brand new to Zapier so apologies for whats likely a very easy question. I’m trying to update a contact in hubspot based on a webhoook from another service. I believe I have the general steps needed, but need some help with the implementation

Goal - When a webhook is received from a external system (Brightback - https://help.brightback.com/article/177-using-webhooks-with-brightback-and-zapier) update a contact in hubspot with a value from the webhook received

Method -

Because the “update contact in hubspot” Zap requires the Contact/Object id (hubspot internal id) I realized I first need to Find Contact in Hubspot, and then pass the Object ID information onto another step of the Zap that updates the contact

Trigger - Catch Raw hook in Webhooks by Zapier
1. Webhook from brightback is sent to zapier to start the flow
Action - Find Contact in Hubspot
Set-up Action STUCK HERE
1. First search property name
2. First search property value

Questions -

In step 3 above, I’m trying to lookup the user based on our internal UID, which is stored in the hubspot property `RealVision User Contact Property: User ID”. But I don’t know what/how i’m supposed to format the “First search property value”.
1. The UID is contained in the Raw Body value as shown, but i’m not sure how to tell zapier to look there or if it’s even possible?
My plan is then to use the returned object id, from the lookup to update my contact in the next step of the zap. Is that the correct next path forwards?

Page 1 / 1

Hi @Real Vision TV

Good question.

You’ll need to add additional Zap steps to parse out the desired data point you want to use to search by.

Try using Formatter > Text > Split

Hey there @Real Vision TV - how are you coming along with the formatter step Troy outlined above? Let us know if you have any hang ups and we’re happy to keep troubleshooting with ya :]

Best, Rachael

Definitely could still use some help.

I got the text format step added, but am not sure it’s actually doing anything due to my set-up.

Questions -

Is the text formatter strep correct?
What output should I be looking for in the “find hubspot contact”
How do I format my search parameters for the “find hubspot contact” step? I honestly don’t have the faintest idea what zapier means by “first search property name” or first search property value? Best I can tell, value is meant to be the data its searching and the property name is how it’s formatted.

Text formatter step set-up
Text formatter output appears to still be a json blob?
My search for hubspot contact step now has the above output as an option, but it’s definitely not formatted in a way that the find contact can use it I don’t think .

@Real Vision TV

You probably want to remove the enclosing brackets.

Also, in your screenshots from the raw JSON data, I don’t see “quote” specified.

Perhaps provide a specific example of the data point label/value that you are trying to parse out.

Here is the data input that I need to parse from.

I need to pull out the ID value associated with the field “chargbee.subscription.customer.id” and pass that onto the “Find Contact in Hubspot” action, which will search on the user.id field that we store in hubspot.

Thank you!

Need to pull the id associated with this field.

“fields” : {

“chargebee.subscription.customer.id” : “881390dd40ce4851856acd95fa16496b”
}

output
{
"delivery_attempts" : 1,
"created_at" : "2022-12-07T19:10:24.080Z",
"url" : "https://hooks.zapier.com/hooks/catch/430682/bnlh4xl/",
"data" : {
"type" : "offer",
"page_display_name" : "PLUS - 15% Off Renewal",
"id" : "6bwpZEVgRA-f87d54e1-821d-45dc-a612-116205cde66f",
"app_id" : "JE5owXWD4P",
"session_id" : "6bwpZEVgRA",
"name" : "15_off_renewal_loss_aversion_card.loss_simple_link.67161cc9-cbf2-4bdc-868b-49819ad9c22a",
"timestamp" : "2022-12-07T19:10:23.386Z",
"context" : {
"ip" : "136.36.114.36",
"locale" : "en-US",
"timezone" : "America/Denver",
"user_agent" : "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/107.0.0.0 Safari/537.36",
"url" : "https://cancel.realvision.com/session/a7Srwc7vt6a1iAxV5w",
"referrer" : "https://app.brightback.com/"
},
"survey" : {
"reason_for_leaving" : b ],
"competition" : "",
"sentiment" : -1,
"feedback" : "",
"confirmation" : false,
"__path" : "/layout/cards/0d7b5526-f926-4c7b-b263-1156e80d0c44/provides"
},
"form" : {
"sync" : { },
"survey_state" : {
"reason_for_leaving" : b ],
"competition" : "",
"sentiment" : -1,
"feedback" : "",
"confirmation" : false,
"__path" : "/layout/cards/0d7b5526-f926-4c7b-b263-1156e80d0c44/provides"
}
},
"action" : "button",
"url" : "https://www.brightback.com",
"offer" : {
"name" : "15_off_renewal_loss_aversion_card_1631331788",
"display_name" : "15% Off Renewal (Loss Aversion Card)",
"type" : "%",
"category" : "Discounts"
},
"fields" : {
"chargebee.subscription.started_at" : "2022-12-07T19:09:43.000Z",
"cancel.app_id" : "JE5owXWD4P",
"standard.Subscription Unit Amount" : 200.0,
"chargebee.subscription.applied_coupon_codes" : "",
"standard.Contract Value" : 200.0,
"chargebee.subscription.id" : "169luvTPMKfFqbGr",
"session_key" : "a7Srwc7vt6a1iAxV5w",
"standard.Subscription Current Period End" : "2023-12-07T19:09:43.000Z",
"cancel.publish_state" : "live",
"chargebee.subscription.currency" : "USD",
"chargebee.subscription.next_billing_at" : "2023-12-07T19:09:43.000Z",
"cancel.for_testing" : "true",
"standard.Billing ID" : "881390dd40ce4851856acd95fa16496b",
"standard.Plan Interval" : "YEAR",
"chargebee.subscription.current_term_start" : "2022-12-07T19:09:43.000Z",
"chargebee.subscription.activated_at" : "2022-12-07T19:09:43.000Z",
"standard.Plan ID" : "rv_plus_USD_P1Y",
"cookie" : "f2c37bc8-428e-4b86-999e-516ccd498f33",
"standard.Subscription Create Date" : "2022-12-07T19:09:43.000Z",
"chargebee.subscription.created_at" : "2022-12-07T19:09:43.000Z",
"chargebee.subscription.customer.last_name" : "name",
"chargebee.subscription.plan_quantity" : 1,
"standard.Coupon Codes" : "",
"chargebee.custom.plan.subscription_campaign" : "pricing_page",
"chargebee.subscription.plan_unit_price" : 200,
"standard.Owner Email" : "name+1208@example.com",
"standard.First Purchase Date" : "2022-12-07T19:09:43.000Z",
"chargebee.subscription.mrr" : 17,
"chargebee.subscription.customer.payment_method.address.state" : "AS",
"chargebee.subscription.billing_period_unit" : "YEAR",
"chargebee.subscription.billing_period" : 1,
"chargebee.subscription.customer.created_at" : "2022-12-07T19:09:13.000Z",
"standard.Owner Last Name" : "name",
"standard.Quantity" : 1,
"chargebee.subscription.applied_coupon_ids" : "",
"custom.Plan Amount" : 200.0,
"standard.Subscription Start Date" : "2022-12-07T19:09:43.000Z",
"chargebee.subscription.plan_id" : "rv_plus_USD_P1Y",
"chargebee.custom.subscription.subscription_campaign" : "pricing_page",
"session_id" : "6bwpZEVgRA",
"standard.Product Name" : "rv_plus_USD_P1Y",
"custom.Customer Create Date" : "2022-12-07T19:09:13.000Z",
"cancel.api_key_type" : "test",
"chargebee.subscription.customer.email" : "name+1208@example.com",
"standard.Subscription MRR" : 17.0,
"standard.Subscription ID" : "169luvTPMKfFqbGr",
"chargebee.subscription.product_family_id" : "real-vision-classic",
"standard.Instance ID" : "169luvTPMKfFqbGr",
"chargebee.subscription.plan_amount" : 200,
"standard.Subscription Current Period Start" : "2022-12-07T19:09:43.000Z",
"standard.Owner First Name" : "name",
"chargebee.subscription.customer.first_name" : "name",
"cancel.account.internal_id" : "169luvTPMKfFqbGr",
"chargebee.subscription.status" : "ACTIVE",
"custom.Subscription Activation Date" : "2022-12-07T19:09:43.000Z",
"cancel.subscription_id" : "169luvTPMKfFqbGr",
"standard.Interval Length" : 1,
"standard.Coupon IDs" : "",
"chargebee.subscription.current_term_end" : "2023-12-07T19:09:43.000Z",
"chargebee.subscription.customer.id" : "881390dd40ce4851856acd95fa16496b"
}
},
"subscription_id" : "Yb67E3QLon",
"first_sent_at" : "2022-12-07T19:10:24.080Z",
"id" : "90d4a462-f38e-46a0-8b7b-a4a3a2df9e1e",
"type" : "event"
}

@Real Vision TV

NOTE: This can be done in 1 Code step instead of multiple Formatter steps.

Try this with 2 Formatter steps.

Formatter - Step 1

CONFIG

OUTPUT

Formatter - Step 2

CONFIG

OUTPUT

Understood.

That got everything working, and thank you for the concrete example of how the delimitation in Zapier works.

I believe that has resolved my issue for now!

Useful links

Code of conduct

Using the Community

Community expectations

Useful links

Code of conduct

Using the Community

Community expectations

Sign up

Use your Zapier credentials

Log in to the Community

Use your Zapier credentials

Scanning file for viruses.

This file cannot be downloaded