AdvisorEngine CRM + HubSpot
Add new AdvisorEngine CRM prospects to HubSpot workflows
Automatically enroll new Prospects created in AdvisorEngine CRM into a designated HubSpot workflow. This integration ensures timely follow-up and nurtures new leads by triggering personalized marketing or sales automation in HubSpot as soon as a prospect is added in AdvisorEngine.
Automatically enroll new Prospects created in AdvisorEngine CRM into a designated HubSpot workflow. This integration ensures timely follow-up and nurtures new leads by triggering personalized marketing or sales automation in HubSpot as soon as a prospect is added in AdvisorEngine.
- When this happens...Prospect Created
Triggers when a new prospect is created.
- automatically do this!Add Contact to Workflow
Adds a contact to a specific workflow.
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Household Created
Triggers when a new household is created.
Try ItSource NameRequired
External IdRequired
First NameRequired
Last NameRequired
Address Dear
Address Street
Address City
Address Zip
Address State
Address Country
Phone Number
Email Address
Additional Email
Search Household Name
Search Household Id
Search Client First Name
Search Client Last Name
Search Primary Phone
Search Primary Email
Search Source Name
Search External Id
Search Household Name
Search Household Id
Search Client First Name
Search Client Last Name
Search Primary Phone
Search Primary Email
Search Source Name
Search External Id
Source NameRequired
External IdRequired
First NameRequired
Last NameRequired
Address Dear
Address Street
Address City
Address Zip
Address State
Address Country
Phone Number
Email Address
Additional Email
Prospect Created
Triggers when a new prospect is created.
Try ItSource NameRequired
External IdRequired
First nameRequired
Last nameRequired
Mailing Address State
Mailing Address City
Mailing Address Street
Mailing Address Zip
Primary Phone
Primary Email
Country of Citizenship
State of Residence
Date of Birth
Age
Retirement Date
Gender
Marital Status
Employer Name
Job Title
Hobbies
Note
First Name
Last Name
Primary Phone
Primary Email
Source Name
External ID
First Name
Last Name
Primary Phone
Primary Email
Source Name
External ID
Source NameRequired
External IdRequired
First nameRequired
Last nameRequired
Mailing Address State
Mailing Address City
Mailing Address Street
Mailing Address Zip
Primary Phone
Primary Email
Country of Citizenship
State of Residence
Date of Birth
Age
Retirement Date
Gender
Marital Status
Employer Name
Job Title
Hobbies
Note
