HubSpot + LMN
Create HubSpot deals from new or updated LMN estimates
Many contractors using LMN to build estimates prefer to use a separate tool to track each one's movement through the sales pipeline. HubSpot's "deals" functionality is a popular choice for this. This template will listen for the creation or update of an LMN estimate, then use the estimate ID to see if it already exists within HubSpot. If it doesn't, a deal will be created within HubSpot using details brought over from your estimate. If it does, the existing deal will be updated using the newest data from LMN. It's a more efficient way to keep any sales crew fully up-to-date on what they're selling.
Many contractors using LMN to build estimates prefer to use a separate tool to track each one's movement through the sales pipeline. HubSpot's "deals" functionality is a popular choice for this. This template will listen for the creation or update of an LMN estimate, then use the estimate ID to see if it already exists within HubSpot. If it doesn't, a deal will be created within HubSpot using details brought over from your estimate. If it does, the existing deal will be updated using the newest data from LMN. It's a more efficient way to keep any sales crew fully up-to-date on what they're selling.
- When this happens...Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
- automatically do this!Update Deal
Update a Deal in HubSpot.
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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
