Add new deals from Hubspot to rows in a Coda doc
When this happensStep 1: New Deal
Then do thisStep 2: Create Row
Untether your deals from your CRM with a single Coda doc for deal information and your accounts. Use this integration to add new deals in HubSpot as new rows in a table in Coda. Bring in the latest deal data, summarize for your region, and create a plan for how you're going to knock your numbers out of the park!
How this HubSpot CRM-Coda integration works
- A new deal is created in HubSpot CRM.
- Zapier creates a new row in Coda
- HubSpot CRM