Check Cherry + HubSpot

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.

  1. When this happens...
    Check CherryCheck Cherry
    New Proposal Is Added to Check Cherry

    Triggers when a new proposal comes into Check Cherry via self-booking or is manually entered.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Check Cherry triggers, actions, and search

    Event Is Marked as Complete by Check Cherry

    Triggers when an event is marked as complete.

    Trigger
    Instant
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  • Check Cherry triggers, actions, and search

    New 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.

    Trigger
    Instant
    Try It
    • Sort By

    • Sort Direction

    Trigger
    Instant
    Try It
  • Check Cherry triggers, actions, and search

    Staff Is Assigned to a Booking in Check Cherry

    Triggers when staff is assigned to an existing booking

    Trigger
    Instant
    Try It
    • Sort By

    • Sort Direction

    Trigger
    Instant
    Try It
  • Check Cherry triggers, actions, and search

    New 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.

    Trigger
    Instant
    Try It
  • Check Cherry triggers, actions, and search

    New 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.

    Trigger
    Instant
    Try It
    • Sort By

    • Sort Direction

    Trigger
    Instant
    Try It
check-cherry logo
check-cherry logo

About Check Cherry

Check Cherry is the all-in-one platform to manage your Photobooth, Photography Studio, Mobile DJ business and more. Includes online booking, beautiful proposals, and a customer portal.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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