HubSpot + Sunwise

Create new HubSpot contacts from new Sunwise contacts instantly

With this convenient workflow, each time a new contact is added in the Sunwise app, that information is utilized to create a new contact in HubSpot. This seamless integration ensures that your communication streams stay aligned without having to manually transfer contact data. This automation delivers an efficient method for maintaining customer information, so you can focus on fostering those important relationships.

With this convenient workflow, each time a new contact is added in the Sunwise app, that information is utilized to create a new contact in HubSpot. This seamless integration ensures that your communication streams stay aligned without having to manually transfer contact data. This automation delivers an efficient method for maintaining customer information, so you can focus on fostering those important relationships.

  1. When this happens...
    SunwiseSunwise
    New Contact

    Triggers when a contact is create in a Sunwise account.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

  • Sunwise triggers, actions, and search

    Created Project

    Triggers when a proposal is created in a project.

    Trigger
    Instant
    Try It
    • NameRequired

    • Last Name

    • Email

    • Telephone

    • Agent

    • Company

    • Status

    • Integration source

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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sunwise logo
sunwise logo

About Sunwise

Sunwise is a provider of design and market rates for solar energy panel installations.

Related categories

  • Sales & CRM