Create new HubSpot contacts when new proposals are added to Check Cherry
Streamline your client management process with this handy workflow. When a new proposal is added in Check Cherry, a contact is concurrently created in HubSpot, merging your sales and marketing efforts. This process ensures every potential client is swiftly accounted for in your customer relationship management, enhancing efficiency and leaving no room for lost business opportunities.
Streamline your client management process with this handy workflow. When a new proposal is added in Check Cherry, a contact is concurrently created in HubSpot, merging your sales and marketing efforts. This process ensures every potential client is swiftly accounted for in your customer relationship management, enhancing efficiency and leaving no room for lost business opportunities.
- When this happens...New Proposal Is Added to Check Cherry
Triggers when a new proposal comes into Check Cherry via self-booking or is manually entered.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Try ItNew Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
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Try ItStaff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
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Try ItNew Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Try ItNew User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
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