BrokerEngine + HubSpot
Create or update HubSpot contacts when new contacts are created in BrokerEngine
Boost efficiency by seamlessly transferring new client details from BrokerEngine to HubSpot. This workflow activates as soon as a contact profile is generated in BrokerEngine, immediately updating or creating a duplicate contact in HubSpot. Save time on data entry and ensure your HubSpot contact list is always up-to-date with this streamlined process.
Boost efficiency by seamlessly transferring new client details from BrokerEngine to HubSpot. This workflow activates as soon as a contact profile is generated in BrokerEngine, immediately updating or creating a duplicate contact in HubSpot. Save time on data entry and ensure your HubSpot contact list is always up-to-date with this streamlined process.
- When this happens...New Contact Created
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
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Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
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