HubSpot + Sally + Looping by Zapier
Create HubSpot notes on contacts for new Sally appointment summaries
Writing down whole appointment summaries in HubSpot is a frustrating and error-prone ordeal. This integration can help, automatically copying a pre-formatted Sally appointment summary to a HubSpot note and matching it to existing contact entries within your HubSpot instance.
Writing down whole appointment summaries in HubSpot is a frustrating and error-prone ordeal. This integration can help, automatically copying a pre-formatted Sally appointment summary to a HubSpot note and matching it to existing contact entries within your HubSpot instance.
- When this happens...New Summary for Appointment Created
Triggers when Sally has created a summary of the appointment.
- automatically do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then do this...Find Contact
Finds a contact by searching.
- then do this!Create Engagement
Creates a new Engagement for a contact, in HubSpot.
- Free forever for core features
- 14 day trial for premium features & apps
DirectoryRequired
Current UserRequired
Try ItDirectoryRequired
SubjectRequired
Description
Help Warning
Values to LoopRequired
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
Help Warning
Values to LoopRequired
Text Delimiter
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
DirectoryRequired
Current UserRequired
Try ItDirectoryRequired
SubjectRequired
Due DateRequired
OwnerRequired
Responsible UserRequired
Help Warning
Loop iteration counter start
Loop iteration counter end
Loop iteration counter increment amount
Maximum number of Loop iterations
Note
Additional properties to retrieve
Try It
