HubSpot + Workiz
Create new HubSpot deals when new Workiz jobs happen
This workflow kicks off when a new job arises in your Workiz app, then proceeds to create a new deal in HubSpot. It's perfect for those wanting to streamline their business operations, saving time on manual data input and ensuring no new jobs go unnoticed in your sales pipeline. You'll be linking up Workiz's job management with HubSpot's deal tracking effortlessly, keeping your business organized, efficient, and well-aligned.
This workflow kicks off when a new job arises in your Workiz app, then proceeds to create a new deal in HubSpot. It's perfect for those wanting to streamline their business operations, saving time on manual data input and ensuring no new jobs go unnoticed in your sales pipeline. You'll be linking up Workiz's job management with HubSpot's deal tracking effortlessly, keeping your business organized, efficient, and well-aligned.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Deal
Creates 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
