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.
- When this happens...New Deal
New Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.
- automatically do this!Create Project From Template
Creates a project portal based on the project template setup in your PortalCX account.
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