HubSpot + ServiceWorks
Create or update HubSpot contacts when new customers occur in ServiceWorks
Seamlessly keep your HubSpot contacts up-to-date when you gain a new customer in ServiceWorks. This workflow updates existing contacts or creates new ones in HubSpot whenever a new customer emerges in ServiceWorks. An optimized way to ensure your marketing efforts are focused on nurturing all new clients.
Seamlessly keep your HubSpot contacts up-to-date when you gain a new customer in ServiceWorks. This workflow updates existing contacts or creates new ones in HubSpot whenever a new customer emerges in ServiceWorks. An optimized way to ensure your marketing efforts are focused on nurturing all new clients.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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Edit Customer
Triggers when a customer is edited.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last Name
Account NumberRequired
Email
Send Email To Customer
Customer primary phoneRequired
Send text to customer
Customer secondary phone
Send text to the customer's secondary phone number
Company Name
Note
Add Financial Charges
User Name
Password
Payment Term
Enable credit limit
Is Sub Customer
Billable To
Customer AddressRequired
CityRequired
StateRequired
First NameRequired
Last Name
Primary Phone
Send text to customer
Secondary Phone
Send text to the customer's secondary phone number
Email
Send email to customer
Note
Latitude
Longitude
Zip
Country Code
Customer Billing Address
City
State
First Name
Last Name
Primary Phone
Send text to customer
Secondary Phone
Send text to the customer's secondary phone
Email
Send Email To Customer
Note
Latitude
Longitude
Zip
Country Code
