HubSpot + PortalCX

Create PortalCX portals from new HubSpot deals

When a new HubSpot deal is added, a customer portal will be created and sent to the customer automatically! Connecting these applications will enable PortalCX to take care of future notifications to the customer via email and text with a link to their customer portal. PortalCX can provide the where, the when, and the how to about the customer account or project.

When a new HubSpot deal is added, a customer portal will be created and sent to the customer automatically! Connecting these applications will enable PortalCX to take care of future notifications to the customer via email and text with a link to their customer portal. PortalCX can provide the where, the when, and the how to about the customer account or project.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    New Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.

    TriggerScheduled
  2. automatically do this!
    PortalCXPortalCX
    Create Project From Template

    Creates a project portal based on the project template setup in your PortalCX account.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Property NameRequired

    Trigger
    Instant
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    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 more

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  • Marketing Automation

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portal-cx logo

About PortalCX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

Related categories

  • Sales & CRM