Create or update HubSpot contacts when new invoices are generated in Plug&Pay
Automate your contact management with this simple workflow between Plug&Pay and HubSpot. When a new invoice is created in Plug&Pay, it triggers an update or creation of a contact in HubSpot. This eliminates the need for manual data entry, ensuring your contact records in HubSpot are always up-to-date with the latest customer information from your invoices. With this workflow, you save time and keep your customer interactions smooth and efficient.
Automate your contact management with this simple workflow between Plug&Pay and HubSpot. When a new invoice is created in Plug&Pay, it triggers an update or creation of a contact in HubSpot. This eliminates the need for manual data entry, ensuring your contact records in HubSpot are always up-to-date with the latest customer information from your invoices. With this workflow, you save time and keep your customer interactions smooth and efficient.
- When this happens...Invoice Created
Triggers when an invoice is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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