AdvisorEngine CRM + HubSpot
Add new AdvisorEngine CRM prospects to HubSpot workflows
Automatically enroll new Prospects created in AdvisorEngine CRM into a designated HubSpot workflow. This integration ensures timely follow-up and nurtures new leads by triggering personalized marketing or sales automation in HubSpot as soon as a prospect is added in AdvisorEngine.
Automatically enroll new Prospects created in AdvisorEngine CRM into a designated HubSpot workflow. This integration ensures timely follow-up and nurtures new leads by triggering personalized marketing or sales automation in HubSpot as soon as a prospect is added in AdvisorEngine.
- When this happens...Prospect Created
Triggers when a new prospect is created.
- automatically do this!Add Contact to Workflow
Adds a contact to a specific workflow.
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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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