Home Inspector Pro Office + HubSpot
Create new HubSpot contacts when new clients are added in Home Inspector Pro Office
Simplify your workflow with this automation that springs into action every time a new client is added in your Home Inspector Pro Office app. It then creates a contact in your HubSpot app, making it easier to manage your growing client base. This process efficiently streamlines your tasks, saving your time that can be devoted to more important business operations.
Simplify your workflow with this automation that springs into action every time a new client is added in your Home Inspector Pro Office app. It then creates a contact in your HubSpot app, making it easier to manage your growing client base. This process efficiently streamlines your tasks, saving your time that can be devoted to more important business operations.
- When this happens...New Client Added
Triggers when a new client is added to HIP Office.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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Contract Signed
Triggers when the contract for an order is signed by a client in HIP Office.
Try ItNew Agent Added
Triggers when a new real estate agent is added to HIP Office.
Try ItNew Order Created
Triggers when a new Inspection order is created in HIP Office.
Try ItReport Sent
Triggers when a report is sent out via email to your clients.
Try It
Invoice Paid
Triggers when an invoice is paid in HIP Office.
Try ItNew Client Added
Triggers when a new client is added to HIP Office.
Try ItCompleted Order
Triggers when an order is marked complete in HIP Office. This could be an order automatically or manually closed.
Try ItReport Viewed
Triggers when a report is viewed in HIP Office.
Try It
