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HubSpot + Parsio

Create new HubSpot deals from newly parsed Parsio flat tables

Boost your sales efficiency with this Parsio to HubSpot workflow. Whenever a new document is parsed (Flat Tables) in Parsio, a deal is immediately created in HubSpot. This seamless automation offers a quick method to keep track of potential sales, saving you time and ensuring no opportunities are missed.

Boost your sales efficiency with this Parsio to HubSpot workflow. Whenever a new document is parsed (Flat Tables) in Parsio, a deal is immediately created in HubSpot. This seamless automation offers a quick method to keep track of potential sales, saving you time and ensuring no opportunities are missed.

  1. When this happens...
    ParsioParsio
    Document Parsed (Flat Tables)

    Triggers when a document is parsed (new or old document). If a document contains table fields, they will be flattened (passed as columns).

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    Trigger
    Instant
    Try It
    • MailboxRequired

    Trigger
    Instant
    Try It
    • MailboxRequired

    • FilenameRequired

    • DocumentRequired

    • Custom Payload (optional)

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • MailboxRequired

    Trigger
    Instant
    Try It
    • MailboxRequired

    • TableRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

Related categories

  • Marketing Automation

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About Parsio

Parsio is an AI-powered document extraction tool. Extract structured data from your PDFs, emails and other documents, automatically.

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