ClaimWizard + HubSpot
Create new HubSpot contacts when new clients are added in ClaimWizard
When you add a new client in ClaimWizard, this workflow steps in to create a corresponding contact in HubSpot efficiently. It saves time by skipping manual data entries and fostering smoother communication, making the client management process more streamlined and productive. This innovation directly feeds into your CRM, ensuring that your HubSpot contacts stay updated with any new additions in ClaimWizard.
When you add a new client in ClaimWizard, this workflow steps in to create a corresponding contact in HubSpot efficiently. It saves time by skipping manual data entries and fostering smoother communication, making the client management process more streamlined and productive. This innovation directly feeds into your CRM, ensuring that your HubSpot contacts stay updated with any new additions in ClaimWizard.
- When this happens...New Client Added
Triggers when a new client is added.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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New Client Added
Triggers when a new client is added.
Try ItClient Contact Updated
Triggers when a client contact is updated.
Try ItHonorific
First NameRequired
Middle Initial
Last NameRequired
Full Name
Organization Name
Attention
Email
Email 2
Phone Type
Phone Number
Phone Type 2
Phone Number 2
Phone Type 3
Phone Number 3
Mailing Address - Street
Mailing Address - Street 2
Mailing Address - City
Mailing Address - State
Mailing Address - Postal Code
Mailing Address - Country
Loss Address - Street
Loss Address - Street 2
Loss Address - City
Loss Address - State
Loss Address - Postal Code
Loss Address - Country
Date of Loss (MM/DD/YYYY)
Description of Loss
Insurance Carrier
Claim Number
Policy Number
Note
Note 2
Note 3
Note
Additional properties to retrieve
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