Bidsketch + HubSpot
Create HubSpot contacts from new clients on Bidsketch
Sharing client information between Bidsketch and HubSpot? No need to enter it twice—we can do it for you. This automation, once active, will trigger whenever a new client is created on Bidsketch, automatically creating a new one in HubSpot as well, or updating an existing match.
Sharing client information between Bidsketch and HubSpot? No need to enter it twice—we can do it for you. This automation, once active, will trigger whenever a new client is created on Bidsketch, automatically creating a new one in HubSpot as well, or updating an existing match.
- When this happens...New Client
Triggered when a client is created through the API or in the Bidsketch app
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItNew Proposal
Triggers when a proposal is saved for the first time.
Try ItProposal Viewed
Triggers each time a proposal is viewed by a client
Try ItNameRequired
AmountRequired
Fee TypeRequired
DescriptionRequired
Unit
Quantity
Category
Status
Try ItProposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Phone Number
Alternate Phone Number
Website
Address Street
Address Street 2
Address City
Address State
Address Country
Address Zip Code
Notes
Template
NameRequired
Client EmailRequired
Client's First NameRequired
Client's Last NameRequired
Description
Client's Company Name
Client's Phone Number
