HubSpot + Workiz
Update deals in HubSpot when jobs in Workiz are done
Keep your HubSpot deals up-to-date with this efficient workflow. Whenever a job is marked as done in the work management tool Workiz, it'll instantly update the corresponding deal in your sales platform HubSpot. This automation not only speeds up the process but also helps to maintain accurate records, ensuring nothing slips through the cracks.
Keep your HubSpot deals up-to-date with this efficient workflow. Whenever a job is marked as done in the work management tool Workiz, it'll instantly update the corresponding deal in your sales platform HubSpot. This automation not only speeds up the process but also helps to maintain accurate records, ensuring nothing slips through the cracks.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Update Deal
Update a Deal 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
