HubSpot + Pixie

Create and update Pixie clients for new HubSpot contacts

Easily keep your client information up-to-date with this efficient workflow between HubSpot and Pixie. Whenever a new contact is added in HubSpot, the automation will create or update a client in Pixie, ensuring your client list stays current and organized. Save time and effort by streamlining your contact management process with this seamless integration.

Easily keep your client information up-to-date with this efficient workflow between HubSpot and Pixie. Whenever a new contact is added in HubSpot, the automation will create or update a client in Pixie, ensuring your client list stays current and organized. Save time and effort by streamlining your contact management process with this seamless integration.

  1. When this happens...
    HubSpotHubSpot
    New Contact

    Triggers when new contact is available.

    TriggerPolling
  2. automatically do this!
    PixiePixie
    Create/Update Client

    Create or update a client, based on the Client ID or the client's name already existing.

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
hubspot logo
hubspot logo

About HubSpot

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

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  • Marketing Automation

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pixie logo
pixie logo

About Pixie

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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