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AroFlo + HubSpot

Add newly-updated AroFlo clients to HubSpot

Looking for an easier way to keep your contact details up to date across platforms? When a new client in AroFlo is created or updated, this Zap will automatically create or update an existing contact in HubSpot.

Looking for an easier way to keep your contact details up to date across platforms? When a new client in AroFlo is created or updated, this Zap will automatically create or update an existing contact in HubSpot.

  1. When this happens...
    AroFloAroFlo
    List New or Updated Clients

    Triggers when a new client is created or an existing client has been updated. Returns a list of IDs only, use Find Client as the next step to retrieve additional details, chosing additional are JOINs as needed. *Does not count towards API Usage.

    TriggerScheduled
  2. automatically do this...
    AroFloAroFlo
    Find Client

    Search for a client based on the Company/Reference Name.

    ActionSearch
  3. then do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Updated since Date/TimeRequired

    Trigger
    Scheduled
    Try It
    • Updated since Date/TimeRequired

    Trigger
    Scheduled
    Try It
    • Task IDRequired

    • NoteRequired

    • Visibility

    • Sticky Note?

    Action
    Write
    • Business UnitRequired

    • Client IDRequired

    • Task TypeRequired

    • Task NameRequired

    • Due DateRequired

    • Task DescriptionRequired

    • Customer/Work Order Number

    • Priority

    Action
    Write
    • Updated since Date/TimeRequired

    Trigger
    Scheduled
    Try It
    • Timesheet Type

    • Date Time Start

    Trigger
    Scheduled
    Try It
    • Client NameRequired

    • Given Names (Primary Contact)Required

    • Surname (Primary Contact)Required

    • Business Units

    • ABN

    • Phone (Primary Contact)

    • Fax

    • Mobile (Primary Contact)

    • Email (Primary Contact)

    • Location Name

    • Address

    • City

    • State

    • Postcode

    • CountryRequired

    • Mailing Location

    • Mailing Address

    • Mailing City

    • Mailing State

    • Mailing Postcode

    • Mailing CountryRequired

    Action
    Write
    • Business UnitRequired

    • Given NamesRequired

    • SurnameRequired

    • User Name (Min 4 Characters)Required

    • PasswordRequired

    • Phone

    • Fax

    • Mobile

    • Email Address

    • Alternative Email Address

    • Custom Fields

    • Permission GroupRequired

    Action
    Write
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About AroFlo

AroFlo is a Job Management Software for trade & service-based businesses.

Related categories

  • Project Management
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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