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Send Backdrop Calls to a HubSpot Workflow

Trigger a HubSpot workflow straight from Backdrop's webhook, with no tool in between, to update the company and create tasks after every call.

HubSpot workflows can take Backdrop's webhook directly, with no Zapier or Clay in between. Each call enrolls the matching HubSpot record in your workflow, and the workflow's actions update it.

What you need in HubSpot

Note:

Permission to edit workflows, on a HubSpot plan that has the When a webhook is received trigger (Professional or Enterprise). The record must already exist in HubSpot: the webhook enrolls it, it doesn't create it.

Step 1: Create the workflow and copy its URL

In HubSpot, go to Automation > Workflows and create a workflow from scratch, on companies.
For the trigger, expand Custom events & external events and click Received a webhook from an external app.
Click + Add a webhook, name it (for example, Backdrop call summary) and click Next.
Copy the Webhook URL.

HubSpot's guide: Set 'When a webhook is received' workflow triggers.

Step 2: Add the URL in Backdrop and send a test

Add the URL as an endpoint on the Webhooks page in app.getbackdrop.ai. Choose only call.summary.created for this workflow. Use a second workflow, with its own URL, if you also want no-shows. See Add your URL in Backdrop.

Then open the endpoint's Testing tab and send an example event.

Step 3: Map the fields and match the company

Back in HubSpot, the test event appears under Review your test event. Click Next, then:

Keep the fields you want to use, like the title, summary and account domain, and delete the rest. Map the times as text: HubSpot doesn't take dates here.
To match the company, pick the account's domain and a custom company property that holds each company's domain with Require unique values turned on. Create that property first if you don't have one.
Click Continue to trigger setup, select the webhook and click Save.

Step 4: Add the actions

Add the actions you want to run for each call, using the webhook's fields. For example:

  • Edit record to put the latest summary in a Last Backdrop call company property.
  • Create task for the company owner to follow up, with the summary in the task notes.

Turn the workflow on. From now on, each call updates its company once its summary is ready.

Clay

Add each Backdrop call as a row in a Clay table with a webhook source, enrich the company and buyers, then push it to your CRM.

All integrations

Connect Backdrop to your CRM, meeting notes, and call recordings. Personal integrations are yours alone; enterprise integrations serve the whole workspace.

On this page

Step 1: Create the workflow and copy its URLStep 2: Add the URL in Backdrop and send a testStep 3: Map the fields and match the companyStep 4: Add the actions