HubSpot + Optix

Manage new Optix leads by creating or updating contacts in HubSpot

Boost your sales efficiency with this seamless workflow between Optix and HubSpot. As soon as a new lead emerges in the Optix platform, their details will be updated or added as a contact in your HubSpot system. This automation process not only saves time but also ensures all lead information is consistently transferred, allowing you to focus more on lead conversion and relationship building.

Boost your sales efficiency with this seamless workflow between Optix and HubSpot. As soon as a new lead emerges in the Optix platform, their details will be updated or added as a contact in your HubSpot system. This automation process not only saves time but also ensures all lead information is consistently transferred, allowing you to focus more on lead conversion and relationship building.

  1. When this happens...
    OptixOptix
    New Lead

    Triggers when a new lead is added to an organization. It has 1 hour delay, and it won’t be triggered if a lead becomes an active member within that period.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

    ActionWrite
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Supported triggers and actions

    • VenueRequired

    Trigger
    Instant
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    • VenueRequired

    Trigger
    Instant
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    • VenueRequired

    Trigger
    Instant
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    • VenueRequired

    Trigger
    Instant
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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About Optix

Optix empowers today’s leading coworking operators to succeed with a design-led and easy-to-use technology platform.
Learn more

Related categories

  • Scheduling & Booking