Convoso + HubSpot
Update Convoso leads when new contacts are added in HubSpot
Easily keep your HubSpot contacts and Convoso leads up-to-date with this seamless workflow. Whenever a new contact is added in HubSpot, their information will be automatically updated in Convoso as a lead. Stay organized and ensure your sales and marketing efforts are always accurate and efficient.
Easily keep your HubSpot contacts and Convoso leads up-to-date with this seamless workflow. Whenever a new contact is added in HubSpot, their information will be automatically updated in Convoso as a lead. Stay organized and ensure your sales and marketing efforts are always accurate and efficient.
- When this happens...
New ContactTriggers when new contact is available.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Lead: UpdateThis is to update lead data in convoso
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planObject TypeRequired
Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Contact EmailRequired
Subscription TypesRequired
Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create CRM Object
Creates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete CRM Object
Deletes a CRM object from HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get CRM Object
Gets a CRM object from HubSpot by ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Campaign Event
Triggers when a new convoso campaign workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Queue Event
Triggers when a new Convoso queue workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Callback IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Callback IDRequired
User ID
Recipient
Comments
Callback Time Zone
Callback Time
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Name
Campaign ID
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
Status NameRequired
Hex Color
Final OptionRequired
Reached OptionRequired
Success OptionRequired
DNC OptionRequired
Callback OptionRequired
Contact OptionRequired
Voicemail OptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
User
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign ID
Comments
Callback ID
Lead ID
List ID
Recipient Type
User ID
Stage
Offset
Limit
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appIgnore this Field
ActionThis is an event a Zap performs.SearchFind existing data in your appLead IDRequired
Start Time
End Time
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
List ID
Campaign ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
Start Date & Time
End Date & Time
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planObject TypeRequired
Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update CRM Object
Updates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find CRM Object
Finds CRM objects by searching with filters
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail Template Event
Triggers when a new Convoso email template workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Event
Triggers when a new convoso list workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone NumberRequired
Country CodeRequired
Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign ID
Queue ID
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
User ID
RecipientRequired
Comments
Callback Time ZoneRequired
Callback TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log IDRequired
Extra Field 01
Extra Field 02
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Phone CodeRequired
Campaign IDRequired
Update Lead Status
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status
Check for Duplicates
Check for Duplicates in Archived Leads
Check the DNC
Check the Wireless List
Hopper
Hopper Priority
Hopper Expires In
BlueInk Digital Token
Reject by Carrier Type
Filter Phone Code
Update if Found
Search Campaign ID
Search List ID
Update Order by Last Called Time
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Campaign IDRequired
Description
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log ID ★Required
Revenue
Return
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
Status NameRequired
Hex Color
Final Option
Reached Option
Success Option
DNC Option
Callback Option
Contact Option
Voicemail Option
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start Date
End Date
Campaign IDs
List IDs
User IDs
Status IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Campaign ID
Queue ID
List ID
User ID
Call Type
Called Count
Status
Phone Number
First Name
Last Name
Start Time
End Time
Limit
Offset
Order
Include Recordings
ActionThis is an event a Zap performs.SearchFind existing data in your appDNC ID
Campaign ID
Phone Number
Phone Code
Insert Date
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
User ID
Created At (Start Date)
Created At (End Date)
Last Call (Start Date)
Last Call (End Date)
Offset
Return Count Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's Email, First Name, Last Name
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app
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