AdvisorEngine CRM + HubSpot
Create new HubSpot contacts from AdvisorEngine CRM households
Keep your sales, marketing, and service teams up to date with this Zap by automatically creating a new contact in HubSpot whenever a new household is added in AdvisorEngine. This Zap eliminates the need for manual data entry, ensuring that your HubSpot account is always up-to-date with your latest client information from AdvisorEngine.
Keep your sales, marketing, and service teams up to date with this Zap by automatically creating a new contact in HubSpot whenever a new household is added in AdvisorEngine. This Zap eliminates the need for manual data entry, ensuring that your HubSpot account is always up-to-date with your latest client information from AdvisorEngine.
- When this happens...Household Created
Triggers when a new household is created.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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Household Created
Triggers when a new household is created.
Try ItSource NameRequired
External IdRequired
First NameRequired
Last NameRequired
Gender
Date of Birth
Company
Job Title
Important Info
Address Type
Address Label
Address Dear
Address Mailing Name
Address Street
Address City
Address Zip
Address State
Address Country
Phone Type
Phone Label
Phone Number
Email Type
Email Label
Email Address
Additional Email
Social Media Type
Social Media Link
Note
Additional properties to retrieve
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Additional properties to retrieve
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Prospect Created
Triggers when a new prospect is created.
Try ItSource NameRequired
External IdRequired
First NameRequired
Last NameRequired
Email Primary Address
Email Personal Address
Email Work Address
Primary phone
Work phone
Home phone
Cellular phone
Mailing Address State
Mailing Address City
Mailing Address Street Line 1
Mailing Address Street Line 2
Mailing Address Street Line 3
Mailing Address Zip
Country of Citizenship
State of Residence
Date of Birth
Age
Retirement Date
Gender
Marital Status
Employer Name
Job Title
Hobbies
Note
Note
Additional properties to retrieve
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Additional properties to retrieve
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