ServiceBridge HubSpot Syncing

Providing syncing from ServiceBridge to HubSpot.

Prerequisites

• PHP 8.1
• MySQL
• Service Bridge Account (user id, user pass)
• HubSpot Account (api key)

Program Flow

We have 4 bots to do multiple things, and we will discuss them one by one.

sb:accounts

• it will pick array of all the provided accounts
• insert into database for latter use

hs:owners

• will go to hubspot api and pick all the owners
• insert into database for latter use

sb:sync

• will pick all SB accounts from database
• loop through accounts one by one
  • pick all the estimates from SB api
    • check either we need to create or update the record in database
    • store estimate id, customer id, email, status, version, finish date, created and updated at
    • => for synced column check if there is change in version than the value will be false
    • => scheduled_at column value coming from finish date of estimate if not exist than won or lost date we will pick
  • pick all the work orders from SB api
    • do same as for estimates just estimate_id will replace work_order_id

hs:sync

• sync estimates will run first
  • pick all the estimates from database where synced is false and tries are less than 3
    • go on estimate one by one
      • increment the try
      • get latest estimate data via estimate_id from database
      • check the status if not from our list (Finished, WonEstimate, LostEstimate, OpenEstimate) skip it otherwise move on
      • get customer data from HS api
      • get contact data from HS api
      • get service location from HS api
      • find latest job on that customer
        • pick all the estimates from database
        • pick all the work order from database
        • compare them on the basis of scheduled_at
      • create or update contact on HS api
      • search for deal
      • if we have deal than create or update it
  • same process for work orders but will skip the deal part

Setup

git clone https://github.com/MRRazvi/servicebridge-hubspot-syncing.git
cd servicebridge-hubspot-syncing
mv .env.example .env
php artisan migrate:fresh
php artisan sb:accounts
php artisan hs:owners
php artisan sb:sync
php artisan hs:sync

• In .env file you need to configure HubSpot api key

• In app/Console/Commands/ServiceBridgeAccountsCommand.php you need to configure array with your SB accounts composer install.

Logs

You can see logs under storage/logs, individual for every bot.

Author

Mubashir Rasool Razvi
Upwork
LinkedIn