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HubSpot + YouLi

Create new HubSpot deals from new YouLi trip registrations

Create new business opportunities with ease as this workflow connects YouLi and HubSpot. Whenever a new registration happens on any of your trips in the YouLi app, this automation will then create a new deal in HubSpot right away. It provides a simple and efficient way to manage leads from your travel business, saving you time and helping you stay organized.

Create new business opportunities with ease as this workflow connects YouLi and HubSpot. Whenever a new registration happens on any of your trips in the YouLi app, this automation will then create a new deal in HubSpot right away. It provides a simple and efficient way to manage leads from your travel business, saving you time and helping you stay organized.

  1. When this happens...
    YouLiYouLi
    New Registration on Any Owned Trip

    Triggers when a traveler enters their email on any of your Trip Pages and becomes "REGISTERED". Note that this also triggers if they change from Declined to Registered on their profile.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TripRequired

    Trigger
    Instant
    Try It
    • TripRequired

    Trigger
    Instant
    Try It
    • TripRequired

    Trigger
    Instant
    Try It
    • TripRequired

    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone Number

    • Registration Note

    • Send Confirmation

    • Invitee Category Name

    Action
    Write
  • YouLi triggers, actions, and search

    New Payment on Any Owned Trip

    Triggers when a traveler makes a payment on any of your Trip Pages.

    Trigger
    Instant
    Try It
  • YouLi triggers, actions, and search

    New Registration on Any Owned Trip

    Triggers when a traveler enters their email on any of your Trip Pages and becomes "REGISTERED". Note that this also triggers if they change from Declined to Registered on their profile.

    Trigger
    Instant
    Try It
  • YouLi triggers, actions, and search

    New Task Response on Any Owned Trip

    Triggers when a traveler responds to a task on any of your Trip Pages.

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

Related categories

  • Marketing Automation

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youli logo
youli logo

About YouLi

YouLi is a group travel management platform that combines itinerary management, room inventory management, deck plans, “no-code” website + booking pages to ensure everyone involved in your group trip or retreat is on the same page. Manage registrations, collect payments, collect legal forms, assign tasks and share documents all in one place.

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