Create or update HubSpot contacts for new GoCardless mandates
Simplify your customer management process with this efficient workflow. Whenever a new mandate is created in GoCardless, the contact information is instantly updated in HubSpot. That way, you can ensure your contact details in HubSpot are always fresh and up-to-date without having to manually make changes. This time-saving automation helps keep your focus on building strong relationships with your customers.
- When this happens...New Mandate CreatedTriggers when a payment mandate is created.
- automatically do this!Create or Update ContactCreates a new contact or updates an existing contact based on email address.
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More things you can do with GoCardless and HubSpot
Discover other triggers and actions you can use with GoCardless and HubSpot
- New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItTriggerInstant - Mandate Activated
Triggers when a payment mandate is activated.
Try ItTriggerInstant - New Mandate Created
Triggers when a payment mandate is created.
Try ItTriggerInstant - Failed Payment
Triggers when a payment fails.
Try ItTriggerInstant
- Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Try ItTriggerInstant - Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItTriggerInstant - Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItTriggerInstant - Payment Paid Out
Triggers when a payment has been paid out to your account.
Try ItTriggerInstant






