CASEpeer + HubSpot
Create deals in HubSpot for new cases in CASEpeer
Streamline your tasks with a seamless integration of CASEpeer and HubSpot. When you log a new case in CASEpeer, a workflow is triggered to create a new deal in HubSpot. This setup eradicates the need for manual data entry, ensuring your cases are managed swiftly. It's an ideal solution for maintaining an organized and efficient workflow.
Streamline your tasks with a seamless integration of CASEpeer and HubSpot. When you log a new case in CASEpeer, a workflow is triggered to create a new deal in HubSpot. This setup eradicates the need for manual data entry, ensuring your cases are managed swiftly. It's an ideal solution for maintaining an organized and efficient workflow.
- When this happens...New Case
Triggers when a new case is created.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
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Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase TypeRequired
Phone TypeRequired
Date Of InjuryRequired
Phone NumberRequired
First NameRequired
Last NameRequired
Middle Name
Email
Nick Name
Source Type
Source Detail
Date of Birth
Language
Incident Description
Description of Injuries
Case StatusRequired
TaskRequired
Priority
CaseRequired
Created ByRequired
Assigned ToRequired
Urgent
Due DateRequired
Date To Show
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try ItCase NoteRequired
CaseRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Phone ext.
Call Time
Source
Date of Incident
Accident Type
Description of Injuries
Description of Accident
Source Number
Patched To
Patched From
Write in Date of Incident
Caller
General Description
