ebuero + HubSpot + Filter by Zapier
Create HubSpot deals for new ebuero call notes
When ebuero handles a call from one of your customers, normally you'd create a HubSpot deal manually. Now with this Zapier template, you can do just that automatically and save time. Make sure you choose the right call reason to filter out the call notes that do not warrant deal creation in HubSpot.
When ebuero handles a call from one of your customers, normally you'd create a HubSpot deal manually. Now with this Zapier template, you can do just that automatically and save time. Make sure you choose the right call reason to filter out the call notes that do not warrant deal creation in HubSpot.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Deal
Creates a Deal in HubSpot.
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Name of this ConnectionRequired
Notifications for?Required
Try ItCurrent InfoRequired
Only continue if...Required
Note
Additional properties to retrieve
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Salutation
First Name
Last Name
Automatically Parsed Name
Phone Number to CallRequired
Company
Instructions
Call Scenario
ID of the Task in originating System
Not Before
Not After
additional Formfields
Execution Mode
Retry Strategy
Type
Important InfoRequired
Note
Additional properties to retrieve
Try ItObject TypeRequired
Properties to Retrieve
Try It
