HubSpot + SetSchedule

Create HubSpot contacts from new SetSchedule opportunities

Efficiently manage your sales pipeline by connecting SetSchedule and HubSpot with this seamless workflow. When a new opportunity arises in SetSchedule, a contact will be created in HubSpot, ensuring your CRM stays up-to-date without manual data entry. Maintain accurate and organized information, while focusing on building strong relationships and closing deals.

Efficiently manage your sales pipeline by connecting SetSchedule and HubSpot with this seamless workflow. When a new opportunity arises in SetSchedule, a contact will be created in HubSpot, ensuring your CRM stays up-to-date without manual data entry. Maintain accurate and organized information, while focusing on building strong relationships and closing deals.

  1. When this happens...
    SetScheduleSetSchedule
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

  • SetSchedule triggers, actions, and search

    Opportunity Updated

    Triggers when an opportunity was updated.

    Trigger
    Instant
    Try It
    • Opportunity IDRequired

    • NotesRequired

    • Temperature

    • Next Activity

    • Schedule ToRequired

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    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

Related categories

  • Marketing Automation

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setschedule logo
setschedule logo

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.

Related categories

  • CRM (Customer Relationship Management)

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