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HubSpot workflows update

To optimize your data, Atom now separates First Names and Last Names. If you use Webhooks or templates in HubSpot Workflows, adjust your fields so your flows remain operational. Update your configuration and keep your management always up to date!

Who should perform this update?

This update must be performed directly in HubSpot. The person executing this update must have access to your company's HubSpot account and have Administrator role.

How do I know if I need to update my workflows?

Go to HubSpot > Data Management > Integrations.

If you find the Atom integration in the section of my applications, you will need to update the workflows that use that integration.


Steps for WebHooks migration:

  • Enter HubSpot

  • Open Workflows found in the sidebar menu: Automations > Workflows

6. Add a new action after the "Send Webhook" component by clicking the '+' button

7. Choose the action type "Send Webhook (v2)


⚠️ IMPORTANT: You must do this for all HubSpot workflows containing version 1 of "Send Webhook". Remember you can use HubSpot filters to view only workflows using that component.


Steps for template migration

  • Enter HubSpot

  • Open Workflows found in the sidebar menu: Automations > Workflows

7. Delete the values from the discontinued field and add the first name and last name fields.

8. Save the changes.


⚠️ IMPORTANT: You must do this for all HubSpot workflows containing the "Send Template" component. Remember you can use HubSpot filters to view only workflows using that component.


Your automations keep running! 🚀

By updating your workflows, you ensure that contact synchronization flows with total accuracy. Enjoy better structured data and let your team keep operating without interruptions. ✅

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