AgentFire + HubSpot
Create engagements in HubSpot for new leads in AgentFire
Effortlessly manage your new leads from AgentFire by creating engagements in HubSpot with this seamless workflow. Whenever a new lead is generated in AgentFire, this automation will instantly create an engagement in HubSpot, ensuring all your leads are efficiently tracked and nurtured within the platform. Save time and stay organized by keeping your sales process up-to-date and focused on what matters most – converting leads into customers.
Effortlessly manage your new leads from AgentFire by creating engagements in HubSpot with this seamless workflow. Whenever a new lead is generated in AgentFire, this automation will instantly create an engagement in HubSpot, ensuring all your leads are efficiently tracked and nurtured within the platform. Save time and stay organized by keeping your sales process up-to-date and focused on what matters most – converting leads into customers.
- When this happens...New Lead
Triggers when a new lead is captured in Lead Manager.
- automatically do this!Create Engagement
Creates a new Engagement for a contact, in HubSpot.
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Name
Email
Phone
