HubSpot + Unbiased Pro

Manage updated enquiries in Unbiased Pro by creating or updating contacts in HubSpot

Stay updated with the latest client inquiries using this efficient workflow. When there's a change in enquiry status within the Unbiased Pro platform, it prompts an update or creation of a new contact in HubSpot. This way, you maintain current and accurate records, enhancing your customer relationship management. An ultimate time-saving tool, it allows professionals to focus on providing service rather than administrative tasks.

Stay updated with the latest client inquiries using this efficient workflow. When there's a change in enquiry status within the Unbiased Pro platform, it prompts an update or creation of a new contact in HubSpot. This way, you maintain current and accurate records, enhancing your customer relationship management. An ultimate time-saving tool, it allows professionals to focus on providing service rather than administrative tasks.

  1. When this happens...
    Unbiased ProUnbiased Pro
    Enquiry Status Change

    Triggers when status of an enquiry is changed.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    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
    • Property NameRequired

    Trigger
    Instant
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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About Unbiased Pro

Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
Learn more

Related categories

  • Marketing