HubSpot + Moneypenny
Create or update HubSpot contacts when new Moneypenny messages are received
Efficiently manage your contacts with this seamless workflow between Moneypenny and HubSpot. When you receive a message in the Moneypenny app, this automation will instantly create or update a contact in HubSpot, keeping your CRM up-to-date and saving valuable time. Say goodbye to manual data entry and focus on what truly matters - nurturing relationships and growing your business.
Efficiently manage your contacts with this seamless workflow between Moneypenny and HubSpot. When you receive a message in the Moneypenny app, this automation will instantly create or update a contact in HubSpot, keeping your CRM up-to-date and saving valuable time. Say goodbye to manual data entry and focus on what truly matters - nurturing relationships and growing your business.
- When this happens...Message Received
Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.
You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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