Create new HubSpot contacts from new Zoe Financial prospects
Boost your efficiency by immediately adding new Zoe Financial prospects to your HubSpot contact list. With this workflow, once a new prospect emerges in the Zoe Financial app, their details will get recorded as a contact in HubSpot. This smooth process ensures you can swiftly act on new leads, saving you the time and the trouble of manual data entries.
Boost your efficiency by immediately adding new Zoe Financial prospects to your HubSpot contact list. With this workflow, once a new prospect emerges in the Zoe Financial app, their details will get recorded as a contact in HubSpot. This smooth process ensures you can swiftly act on new leads, saving you the time and the trouble of manual data entries.
- When this happens...New Zoe Prospect
Triggers when a new prospect is assigned to the advisor.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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