This how-to document details keeping a large HubSpot SmartList updated in Seventh Sense. If a list is continuously updated, the user can remove the requirement to sync the list before each mailing which can be a time consuming process in scheduling.
The following steps detail keeping a list(s) continuously updated.
- Create a Workflow within HubSpot called something similar to Seventh Sense List Updater and create the following steps within the workflow. Multiple lists can be added to this workflow which will make a call to Seventh Sense each time a contact is added to each list. The criteria within HubSpot should be set to "Contact is a member of <list>"
- Create a single Webhook within Seventh Sense that can be used for both the List Updater and Remover Workflows within HubSpot. Please note that this must be set to "Update_Only" when the webhook is created in Seventh Sense.
- The next step is to create a HubSpot Workflow for each list that you would like to keep updated. Please note that you will need to create a List Remover Workflow for each list which differs than the updater workflow. The criteria within HubSpot should be set to "Contact is not a member of <list>".