HubSpot + YouLi
Create or update HubSpot contacts when new task responses on owned trips occur in YouLi
When a new task response crops up on any trip you own in the YouLi app, this workflow springs into action, seamlessly creating or updating a contact in your HubSpot app. It's a simple, yet effective, way to keep your travel tasks and contacts neatly aligned, ensuring you never overlook a detail or miss an engagement. By connecting YouLi and HubSpot, it helps you stay on top of your client interactions with ease.
When a new task response crops up on any trip you own in the YouLi app, this workflow springs into action, seamlessly creating or updating a contact in your HubSpot app. It's a simple, yet effective, way to keep your travel tasks and contacts neatly aligned, ensuring you never overlook a detail or miss an engagement. By connecting YouLi and HubSpot, it helps you stay on top of your client interactions with ease.
- When this happens...New Task Response on Any Owned Trip
Triggers when a traveler responds to a task on any of your Trip Pages.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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New Payment on Any Owned Trip
Triggers when a traveler makes a payment on any of your Trip Pages.
Try ItNew Registration on Any Owned Trip
Triggers when a traveler enters their email on any of your Trip Pages and becomes "REGISTERED". Note that this also triggers if they change from Declined to Registered on their profile.
Try ItNew Task Response on Any Owned Trip
Triggers when a traveler responds to a task on any of your Trip Pages.
Try ItNew Invoice Item Change on Any Owned Trip
Triggers when a traveler changed their Add On selection on your Trip Page and when a planner add or delete an Invoice Line Item on TripBoard.
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