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Companions and relationships (with Clusters)

Triggers

Identifier se conce

Deal stage is cheked-in

Process:

Using the Mews Id of a reservation, determine if it has companions or if it has children, in case of having companions, proceeds to create new objects of type contact based on these companions and establishes as true the property of companion and to establish its relationship with the reservation (deal), in case they already exist within the portal,  the workflow only updates them (setting the companion property to true and assigning the relationships with the deal).

In case of having children at the end copy the value obtained to the child count property in HubSpot.

Important HubSpot properties:

Deal stage, Mews ID, Companion, Child count.

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