Elevated CRM + HubSpot
Create or update Elevated CRM contacts by phone for new HubSpot companies
Effortlessly maintain your CRM contacts when a new company is added in HubSpot using this workflow. With every new company created in HubSpot, the automation will search for a contact by phone number in Elevated CRM and create or update their information accordingly. This seamless process ensures your CRM contacts stay up-to-date, saving you time and reducing manual entry errors.
Effortlessly maintain your CRM contacts when a new company is added in HubSpot using this workflow. With every new company created in HubSpot, the automation will search for a contact by phone number in Elevated CRM and create or update their information accordingly. This seamless process ensures your CRM contacts stay up-to-date, saving you time and reducing manual entry errors.
- When this happens...
New CompanyTriggers when new company is available.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update Contact by PhoneCreate Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
ActionWriteCreate a new record or update an existing record in your app.
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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
Contact Updated
A contact is updated in Elevated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone To Search ByRequired
IdRequired
Photo Url
Contact Group Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
Job Title
Department
Company
Industry
Contact Type
Salutation
Note
Is A Lead
Lead Source
Lead Referral
Lead Type
Lead Priority
Lead Status
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Personal
Work
Other
Home
Work
Mobile
Other
Birthday
Anniversary
Purchase Anniversary
Sold Date
Other
Skype
Live
iCloud
Other
Spouse
Partner
Other
Parent
Son
Daughter
Brother
Sister
Sibling
Buyer Agent
Listing Agent
Escrow Office
Appraiser
Inspector
Facebook
Twitter
Instagram
Linked In
You Tube
Zillow
Houzz
Other
Personal
Work
Other
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone To Search ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id To Search ByRequired
Photo Url
Contact Group Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
Job Title
Department
Company
Industry
Contact Type
Salutation
Note
Lead Source
Lead Referral
Lead Type
Lead Priority
Lead Status
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Personal
Work
Other
Home
Work
Mobile
Other
Birthday
Anniversary
Purchase Anniversary
Sold Date
Other
Skype
Live
iCloud
Other
Spouse
Partner
Other
Parent
Son
Daughter
Brother
Sister
Sibling
Buyer Agent
Listing Agent
Escrow Office
Appraiser
Inspector
Facebook
Twitter
Instagram
Linked In
You Tube
Zillow
Houzz
Other
Personal
Work
Other
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data 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 planNew 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 foundContact Created
Triggers when a contact is created in Elevated Network.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email To Search ByRequired
IdRequired
Photo Url
Contact Group Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
Job Title
Department
Company
Industry
Contact Type
Salutation
Note
Is A Lead
Lead Source
Lead Referral
Lead Type
Lead Priority
Lead Status
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Personal
Work
Other
Home
Work
Mobile
Other
Birthday
Anniversary
Purchase Anniversary
Sold Date
Other
Skype
Live
iCloud
Other
Spouse
Partner
Other
Parent
Son
Daughter
Brother
Sister
Sibling
Buyer Agent
Listing Agent
Escrow Office
Appraiser
Inspector
Facebook
Twitter
Instagram
LInked In
You Tube
Zillow
Houzz
Other
Personal
Work
Other
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email To Search ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id To Search ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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