HubSpot + Moneypenny
Create new HubSpot engagements when messages are received in Moneypenny
When a new message arrives in Moneypenny, this workflow creates an engagement in HubSpot, ensuring you never miss a lead or customer query. It saves you time by creating necessary engagements in your HubSpot without the need for manual entries, offering a seamless connection between your messaging system and CRM. Boost your customer relations with this efficient, automated workflow.
When a new message arrives in Moneypenny, this workflow creates an engagement in HubSpot, ensuring you never miss a lead or customer query. It saves you time by creating necessary engagements in your HubSpot without the need for manual entries, offering a seamless connection between your messaging system and CRM. Boost your customer relations with this efficient, automated workflow.
- 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 Engagement
Creates a new Engagement for a contact, in HubSpot.
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