Birdeye + HubSpot
Create or update HubSpot contacts from new Birdeye leads
This workflow initiates when you secure a new lead in Birdeye, leading to the creation or the update of a contact in HubSpot. Streamline your lead management process by ensuring that all your Birdeye leads are instantly added to your HubSpot account. This automation not only saves time, but also fosters a seamless transition between acquiring a lead and initiating targeted marketing efforts.
This workflow initiates when you secure a new lead in Birdeye, leading to the creation or the update of a contact in HubSpot. Streamline your lead management process by ensuring that all your Birdeye leads are instantly added to your HubSpot account. This automation not only saves time, but also fosters a seamless transition between acquiring a lead and initiating targeted marketing efforts.
- When this happens...New Lead
Triggers when new lead is created in birdeye
- 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 Canceled Invoice
Triggers when a payment request is canceled in birdeye
Try ItNew Invoice
Triggers when a new invoice is created in birdeye
Try ItNew Payment
Triggers when a new payment is created in birdeye
Try ItClientIdRequired
First NameRequired
Last Name
Date of Birth
EmailRequired
PhoneRequired
Gender
Business NumberRequired
Appointment IdRequired
Provider Id
Provider First Name
Provider Last Name
Start TimeRequired
End Time
Appointment Type Id
Appointment Type
Duration
Reason To Visit
Notes
Guardian Id
Guardian First Name
Guardian Last Name
Guardian Dob
Guardian Gender
Guardian Email
Guardian Phone
Source
Timezone
Action
New Refund
Triggers when a new refund is created in birdeye
Try ItNew Lead
Triggers when new lead is created in birdeye
Try ItBusiness NumberRequired
Try ItBusiness IdRequired
First Name
Last Name
Customer Email
Customer Phone
External Reference ID
Custom Fields
Referred By Code
Referred By Email
Referred By Phone
Employee First Name
Employee Last Name
Employee Email Id
Employee Phone Number
