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Create Bidsketch clients from HubSpot CRM contacts

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Client

Want to be sure your HubSpot client information is also available on Bidsketch? Set up this Zap and we'll handle all that tedious data transfer for you. It will trigger whenver a new contact is added on HubSpot CRM after that, automatically creating a client on Bidsketch with all the needed information.

How It Works

  1. A new client is created on HubSpot CRM
  2. Zapier automation creates a client on Bidsketch

What You Need

  • HubSpot CRM account
  • Bidsketch account
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Connect Bidsketch + HubSpot CRM in Minutes

It's easy to connect Bidsketch + HubSpot CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Client

Triggered when a client is created through the API or in the Bidsketch app

InstantNew Proposal

Triggers when a proposal is saved for the first time.

InstantProposal Viewed

Triggers each time a proposal is viewed by a client

Create Deal

Creates a new deal.

Update Deal

Updates an existing deal.

InstantProposal Accepted or Declined

Triggers when a proposal is either accepted or declined

InstantProposal Sent to Client

Triggers each time a proposal is sent to a client

Create Company

Creates a new company.

Update Company

Updates an existing company.

Create or Update Contact

Create a new contact or update an existing contact based on email address.

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