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Notes for Datasnipper, G2 and Walmart. Added Birchstreet. Small script changes.

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Norm Rasmussen
2023-11-15 21:54:33 -05:00
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33
CustomerNotes/DataSnipper/DataSnipper.md
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@ -219,28 +219,29 @@ Told him about embedding support articles.
### Big Sync with Hande, Dirk, and Sushant
* Accredible's "Shared on LinkedIn" button: https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.credential.net%2Fd9c470f9-5726-4ebe-9106-5ee2a325a0c6
* Workato Link for DataSnipper Hubspot: webhooks.workato.com/webhooks/rest/bd1a1eb7-7e79-4208-a1db-8e9c7440bcc9/datasnipper-hubspot-flow
- Accredible's "Shared on LinkedIn" button: <https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.credential.net%2Fd9c470f9-5726-4ebe-9106-5ee2a325a0c6>
- Workato Link for DataSnipper Hubspot: webhooks.workato.com/webhooks/rest/bd1a1eb7-7e79-4208-a1db-8e9c7440bcc9/datasnipper-hubspot-flow
## 11/09/2023
### Hande, Dirk, follow up questions
* A few remaining questions from Dirk to "move forward"
* Not happy that LPs are for admins only
* Ideally, we will get the Hubspot automation setup for client groups
* However, some CSMs will need to come in and make some edits
* Admins seem a bit overzealous
- A few remaining questions from Dirk to "move forward"
- Not happy that LPs are for admins only
- Ideally, we will get the Hubspot automation setup for client groups
- However, some CSMs will need to come in and make some edits
- Admins seem a bit overzealous
TODO: Send Hande product roadmap items, communities, product updates
TODO: Test archived courses URLs and if we get a 404 or 302.
Action Items:
* Auto group creation and assignment of Learning Paths via API.
* Ask Sushant for payload, but they also temporarily have the Hubspot conversion team.
* Want to run messaging out of Hubspot, but it's not clear how Hubspot shows who is/isn't enrolled.
* TODO: Check with partners team for Hubspot logs and why progress isn't being sent to Hubspot. Dirk & Audit course.
* Can the integration clean up old courses in Hubspot properties?
* Hande wants to send email when someone is signed up to an LP. What does Hubspot data look like?
* Email 1: Access to Learning Path
* Email 2: Inactivity Nudge
* Email 3: Badge/Course completion
- Auto group creation and assignment of Learning Paths via API.
- Ask Sushant for payload, but they also temporarily have the Hubspot conversion team.
- Want to run messaging out of Hubspot, but it's not clear how Hubspot shows who is/isn't enrolled.
- TODO: Check with partners team for Hubspot logs and why progress isn't being sent to Hubspot. Dirk & Audit course.
- Can the integration clean up old courses in Hubspot properties?
- Hande wants to send email when someone is signed up to an LP. What does Hubspot data look like?
- Email 1: Access to Learning Path
- Email 2: Inactivity Nudge
- Email 3: Badge/Course completion

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CustomerNotes/DataSnipper/hubspot-payload.json Normal file
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{
"payload": {
"email": "sushant.raj@datasnipper.com",
"company": "Datasnipper",
"package": "test1",
"segment": "test1",
"industry": "test1",
"full_name": null,
"health_category": "test1",
"contract_expires": "test1",
"onboarding_stage": "test1",
"onboarding_end_date": "test1",
},
"params": {},
}