Create or update Urable customers from new HubSpot companies
Efficiently manage your customer data by connecting HubSpot and Urable. With this workflow, whenever a new company is added in HubSpot, it will be seamlessly updated or created as a customer in Urable. This automation helps you save time, reduce manual data entry, and maintain consistency between the two platforms, ensuring your customer information is always up to date.
Efficiently manage your customer data by connecting HubSpot and Urable. With this workflow, whenever a new company is added in HubSpot, it will be seamlessly updated or created as a customer in Urable. This automation helps you save time, reduce manual data entry, and maintain consistency between the two platforms, ensuring your customer information is always up to date.
- When this happens...New Company
Triggers when new company is available.
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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