HubSpot + Sally + Looping by Zapier
Create HubSpot engagements for new Sally appointment summaries
Adding tasks to HubSpot based on automated appointment summarization can be tedious. This integration automatically creates tasks for a freshly transcribed Sally appointment in HubSpot. Save yourself countless hours of tedious copy-pasting with this simple integration.
Adding tasks to HubSpot based on automated appointment summarization can be tedious. This integration automatically creates tasks for a freshly transcribed Sally appointment in HubSpot. Save yourself countless hours of tedious copy-pasting with this simple integration.
- When this happens...New Summary for Appointment Created
Triggers when Sally has created a summary of the appointment.
- automatically do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then do this!Create Engagement
Creates a new Engagement for a contact, in HubSpot.
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DirectoryRequired
Current UserRequired
Try ItDirectoryRequired
SubjectRequired
Description
Help Warning
Values to LoopRequired
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
Help Warning
Values to LoopRequired
Text Delimiter
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
DirectoryRequired
Current UserRequired
Try ItDirectoryRequired
SubjectRequired
Due DateRequired
OwnerRequired
Responsible UserRequired
Help Warning
Loop iteration counter start
Loop iteration counter end
Loop iteration counter increment amount
Maximum number of Loop iterations
Note
Additional properties to retrieve
Try It
