HubSpot + LMN
Add new LMN contacts to HubSpot
If you are using HubSpot for marketing to leads, or managing sales to those leads, it's crucial to keep that contact list up-to-date with the one in your LMN CRM. Whenever you update or create a LMN CRM contact, this template will search for it in HubSpot. If the contact is not found, it will be created within HubSpot. If a matching contact is found, it will be updated with the most current information from LMN—saving your team from having to perform updates to two different lists.
If you are using HubSpot for marketing to leads, or managing sales to those leads, it's crucial to keep that contact list up-to-date with the one in your LMN CRM. Whenever you update or create a LMN CRM contact, this template will search for it in HubSpot. If the contact is not found, it will be created within HubSpot. If a matching contact is found, it will be updated with the most current information from LMN—saving your team from having to perform updates to two different lists.
- When this happens...Contact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
Try ItContact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
Try ItLead TypeRequired
Lead NameRequired
Lead First NameRequired
Lead Last NameRequired
Lead Address 1
Lead Address 2
Lead City
Lead State
Lead Zip
Lead Country
Referral Source
Lead Classification
Tags
Lead Position
Lead Email1
Lead Email2
Lead Phone1
Lead Phone2
Do Not Email
Do Not Call
Do Not Mail
Contact Notes
Jobsite Address 1
Jobsite Address 2
Jobsite City
Jobsite State
Jobsite Zip
Jobsite Country
LMN Lead ID
Lead Name
First Name
Last Name
Email Address
Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
Try ItLMN Lead IDRequired
Communication TypeRequired
Date
Task Name
Due Date
Status/Progress
Priority
Note
Instructions
Assignee Email Address
LMN Lead IDRequired
Lead Type
Lead Name
First Name
Last Name
Lead Address 1
Lead Address 2
Lead City
Lead State
Lead Zip
Lead Country
Referral Source
Lead Classification
Tags
Lead Position
Lead Email1
Lead Email2
Lead Phone1
Lead Phone2
Do Not Email
Do Not Call
Do Not Mail
Contact Notes
LMN Jobsite ID
Jobsite Name
Jobsite Address 1
Jobsite Address 2
Jobsite City
Jobsite State
Jobsite Zip
Jobsite Country
LMN Lead ID
Lead NameRequired
Lead First NameRequired
Lead Last NameRequired
Email Address
Lead TypeRequired
Lead Address 1
Lead Address 2
Lead City
Lead State
Lead Zip
Lead Country
Referral Source
Lead Classification
Tags
Lead Position
Lead Email1
Lead Email2
Lead Phone1
Lead Phone2
Do Not Email
Do Not Call
Do Not Mail
Contact Notes
Jobsite Address 1
Jobsite Address 2
Jobsite City
Jobsite State
Jobsite Zip
Jobsite Country
