Create or Update

With this operation, the automation checks whether the person already exists in the system based on phone and email: If they exist, the data will be updated. If not, a new person will be created.

The Create or Update Person operation is a powerful feature to manage contacts intelligently, preventing the creation of duplicates.

The system uses unique identification fields (such as email or phone) to check if the person already exists in the database.

• If the person is found, their data will be updated with the provided information.

• If the person is not found, a new record will be created.

This action is ideal for integrations with other platforms, where contact data is sent repeatedly and you need to ensure the consistency of your database.

How to Configure

1. In Hablla Studio, add the "People" block to your automation flow.

2. In the "Operation" field, select the "Create or Update" option.

3. Fill in the fields with the person's data. It is crucial to provide at least one unique identifier (Email or Phone) so that the search works.

4. Set the "Rule" field (rule) to determine how the system should behave if it finds multiple records with the same data.

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Parameters (Using Fields)

Field	Type	Required?	Description
Rule (rule)	Options List	✅ Yes	Defines which record to update if more than one is found. Options: older (updates the oldest) or newest (updates the most recent). The default is older.
Full name	Text	✅ Yes	The person's full name.
Privacy	Options List	✅ Yes	Defines the contact's legal basis. Options: granted, interest, etc.
Customer Status	Options List	✅ Yes	Classifies the person in the sales funnel. Options: visitor, lead, customer, etc.
Emails	Fields Collection	✅ Yes	Provide at least one email. This field is used to find the existing person.
Phones	Fields Collection	❌ No	Provide one or more phones. This field is also used to find the existing person.
About	Long Text	❌ No	An open field for notes or a biography about the person.
Profile Photo URL	Text	❌ No	The link to the person's profile image.
Responsible (Owner)	User List	❌ No	Associates or changes the users responsible for this person.
Addresses	Fields Collection	❌ No	Adds or updates the person's addresses.
Custom Fields	Key-Value	❌ No	Fills or changes values in custom fields.

Export to Spreadsheets

⚠️ Important: For the "Update" functionality to work correctly, you must provide at least one of the identification fields: Emails or Phones.

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Structure (Using JSON)

The JSON body allows providing all data at once. The search logic and the update rule will be applied based on the submitted data.

JSON

{
  "rule": "newest",
  "name": "Maria Oliveira",
  "customer_status": "opportunity",
  "privacy": "granted",
  "emails": [
    {
      "email": "[email protected]"
    }
  ],
  "phones": [
    {
      "type": "personal",
      "phone": "[phone]",
      "is_whatsapp": true
    }
  ],
  "custom_fields": {
    "produto_interesse": "Premium Plan",
    "score": 85
  }
}

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🚀 Example Use Case

Goal: Synchronize a list of contacts from a marketing automation platform (e.g., RD Station, Mailchimp) with Hablla, without creating duplicate contacts.

1. Create a flow that runs periodically (e.g., every 24 hours).

2. In that flow, add a step that fetches contacts recently updated on the marketing platform.

3. Use a loop (loop) to process each contact returned by the platform.

4. Inside the loop, add the "People" block with the "Create or Update" operation.

5. Map the fields from the contact coming from the external platform (name, email, phone, etc.) to the action parameters in Hablla.

6. Set the Rule as newest to ensure that, if there are duplicates in your database, the most recent one is always the one updated.

When running this flow, your Hablla database will be enriched with new contacts and updated with the latest information, keeping it clean and duplicate-free.