Hire Immediately: API/Webhook for [login to view URL] CRM data standardization & move to Hubspot CRM in mass
$100-500 USD
Thanh toán khi bàn giao
I beleive this is an easy project for someone of your skill. But without programming/coding experience I am not efficient at getting this done fast enough. I am looking for this to be active sometime tomorrow in full.
Time: 24 hours. Frequency: 1 time data synch is ok. Recurring is ok, but won't have [login to view URL] for much longer.
Objective: Standardize and move object info from [login to view URL] to Hubspot CRM
Challenge 1: [login to view URL] is "Group" plan which doesn't have workflows and is limited on API calls and integrations.
Challenge 2: Hubspot has Workflows but limited capability on "Deals" (aka opportunity) creating and updating. Has no "Update" Deal feature. "Create" Deal is limited to 5 standard fields.
Challenge 3: [login to view URL] & Hubspot API settings are connected and Deal field mapping is not editable. Only 5 standard fields are imported.
Challenge 4: Hubspot uses customer email domain to match with accounts "web URL" and Deals. Many customers have free domains (gmail, etc) and so they are not associated to their associated Company or Deals from Salesforce.
Challenge 5: Manual Import does not help with associations. Objects loaded independently.
Project Description:
I have been successful in doing this with [login to view URL] (web workflow automation app/Middleware) but came to a hault due to API limit being reached with our [login to view URL] account level. What we need is....
Using PHP, webhooks, or a web automation app (e.g. Zapier) or a combination of them all, standardize and prioritize data sources between Objects using cross-object synchronization best practices. (Ex: Contacts, Leads, Accounts and Opportunities (e.g. if "Amount" is present on [login to view URL] & "Amount" is blank on [login to view URL], Update Object.Opportunity_Amount__C. If "amount" = true on both objects, use Opportunity, or most recent). I can help provide the rule guidelines. There are about 12-20 important cross-object fields we are dealing with. Some custom, some standard. (name, email, phone, Quantity, # of locations, etc). This is for a migration and we will disconnect [login to view URL] sometime soon. Because Hubspot and Salesforce are synced and Hubspot is most limited on object association since it defaults to domain, it seems best to standardize and cross object sync the object data before it reaches Hubspot.
ID dự án: #10280168
Về dự án
8 freelancer chào giá trung bình$647 cho công việc này
I have read your project details, and I am interested in offering my services. I provide 100% satisfaction guaranteed on all my work. Milestone is required to begin; to be released when the job has been satisfactor Thêm
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