Make sure that each of your suppliers gets the same attention from your team with this BrightIdeas Zap. It will watch for new lead status changes on HubSpot CRM, find the contact info, make sure the person is a supplier, then will create checklists for your team to follow up with onboarding in Process Street.
How this BrightIdeas integration works
- A new contact's lead status is changed in HubSpot CRM
- Zapier finds that user's contact info in HubSpot CRM, and makes sure that lead is a supplier
- Zapier then creates two checklists in Process Street
- HubSpot CRM
- Process Street
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Triggers when a new deal is created.
Creates a new deal.
Triggered every time a new contact is created in HubSpot.
Updates an existing deal.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Creates a new company.
Triggers when a new checklist is created.
Create a new contact or update an existing contact based on email address.
Triggers when someone posts a comment.
Updates an existing company.