HubSpot + Workiz
Create new HubSpot contacts from new Workiz leads
When a new lead comes in through Workiz, let this workflow handle the data entry for you. It will instantly create a new contact in HubSpot with the details from your Workiz lead. This way, you don't have to worry about missing out on potential sales opportunities due to manual entries or delay. Enhance your efficiency and ensure your HubSpot contacts list stays seamless and up-to-date.
When a new lead comes in through Workiz, let this workflow handle the data entry for you. It will instantly create a new contact in HubSpot with the details from your Workiz lead. This way, you don't have to worry about missing out on potential sales opportunities due to manual entries or delay. Enhance your efficiency and ensure your HubSpot contacts list stays seamless and up-to-date.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Note
Additional properties to retrieve
Try It
