Birdeye + HubSpot
Create or update HubSpot contacts from new Birdeye leads
This workflow initiates when you secure a new lead in Birdeye, leading to the creation or the update of a contact in HubSpot. Streamline your lead management process by ensuring that all your Birdeye leads are instantly added to your HubSpot account. This automation not only saves time, but also fosters a seamless transition between acquiring a lead and initiating targeted marketing efforts.
This workflow initiates when you secure a new lead in Birdeye, leading to the creation or the update of a contact in HubSpot. Streamline your lead management process by ensuring that all your Birdeye leads are instantly added to your HubSpot account. This automation not only saves time, but also fosters a seamless transition between acquiring a lead and initiating targeted marketing efforts.
- When this happens...
New LeadTriggers when new lead is created in birdeye
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Update ContactUpdate a Contact in HubSpot.
ActionWriteCreate a new record or update an existing record in your app.
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Business numberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business numberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parent Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is created in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parent Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ClientIdRequired
First NameRequired
Last Name
Date of Birth
EmailRequired
PhoneRequired
Gender
Business NumberRequired
Appointment IdRequired
Provider Id
Provider First Name
Provider Last Name
Start TimeRequired
End Time
Appointment Type Id
Appointment Type
Duration
Reason To Visit
Notes
Guardian Id
Guardian First Name
Guardian Last Name
Guardian Dob
Guardian Gender
Guardian Email
Guardian Phone
Source
Timezone
Action
CRM Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Phone
Total AmountRequired
Invoice Created Date
Invoice Number
Custom Fields
Tags
Invoice Due Date
Invoice Item Desc
Attachment URL
External Reference Id
Delay In Hours
Email Template
Send Email
Send Immediately
Send Text
Text Template
Crm Name
Crm Doc Id
CRM CustomerId
External Tracking Id
Automation UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NumberRequired
Customer IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Crm Doc Id
Crm Name
CRM CustomerId
External Reference Id
Notes
Paid Date
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To EmailRequired
Ticket Status
Ticket IDRequired
Parent Business NumberRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 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 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
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.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.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 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.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
Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a new refund is created in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
CRM Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parent Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parent Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business IdRequired
First Name
Last Name
Customer Email
Customer Phone
External Reference ID
Custom Fields
Referred By Code
Referred By Email
Referred By Phone
Employee First Name
Employee Last Name
Employee Email Id
Employee Phone Number
CRM Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment IdRequired
External Appointment IdRequired
Business numberRequired
ActionRequired
Appointment StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event NameRequired
Location Business NumberRequired
CRM NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.business NumberRequired
appointment IdRequired
ActionRequired
Start TIme
End Time
Duration
AppointmentType Id
Appointment Type
Provider Id
provider first name
provider last name
Client Id
First Name
Last Name
Date of birth
Email
Phone
Gender
Notes
Guardian Id
Guardian First Name
Guardian First Name
Guardian Dob
Guardian Gender
Guardian Email
Guardian Phone
Source
Timezone
CRM Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 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.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.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.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 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
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 found
About Birdeye
Related categories
Related categories
Related Zap Templates
- Create Birdeye customers from new HubSpot contacts to streamline customer management
- Create Birdeye customers from new HubSpot form submissions
- Add new HubSpot companies to Birdeye as customers
- Create Birdeye customers from newly updated HubSpot contact properties
- Create new Birdeye customers from new contacts in your HubSpot list