HubSpot + Wheelbase

Create new HubSpot contacts from new Wheelbase customers

Stay on top of your customer relations with this nifty automation. When a new customer enters the Wheelbase system, this workflow adds their contact information to the desired list in your HubSpot dashboard. Save time on manual data entry and ensure your team can promptly follow up, fostering strong client relationships.

Stay on top of your customer relations with this nifty automation. When a new customer enters the Wheelbase system, this workflow adds their contact information to the desired list in your HubSpot dashboard. Save time on manual data entry and ensure your team can promptly follow up, fostering strong client relationships.

  1. When this happens...
    WheelbaseWheelbase
    New Customer

    Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

    ActionWrite
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Supported triggers and actions

    • ReservationRequired

    • Vehicle

    • Start Date

    • End Date

    • Pickup Street Address

    • Pickup Apartment/Suite/Other

    • Pickup City

    • Pickup State

    • Pickup Postal Code

    • Pickup Country

    • Pickup Latitude

    • Pickup Longitude

    • Dropoff Street Address

    • Dropoff Apartment/Suite/Other

    • Dropoff City

    • Dropoff State

    • Dropoff Postal Code

    • Dropoff Country

    • Dropoff Latitude

    • Dropoff Longitude

    Action
    Write
    • Name of VehicleRequired

    • TypeRequired

    • Vehicle Year

    • Vehicle MakeRequired

    • Vehicle modelRequired

    • Location

    • Description

    Action
    Write
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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About Wheelbase

All-in-one rentals suite that combines rental management software with $1M in insurance coverage.

Related categories

  • Scheduling & Booking