Fieldnotes + HubSpot
Create new HubSpot contacts from new Fieldnotes contacts
Stay organized and efficient with this workflow. Whenever you add a new contact in Fieldnotes, it will create the same contact details within your HubSpot account. This provides a simple solution to effectively managing your network, eliminating the need for manual data entry, and ensuring the consistency of contacts across both platforms. Enjoy a seamless integration between Fieldnotes and HubSpot, streamlining your communications and marketing efforts.
Stay organized and efficient with this workflow. Whenever you add a new contact in Fieldnotes, it will create the same contact details within your HubSpot account. This provides a simple solution to effectively managing your network, eliminating the need for manual data entry, and ensuring the consistency of contacts across both platforms. Enjoy a seamless integration between Fieldnotes and HubSpot, streamlining your communications and marketing efforts.
- When this happens...New Contact
Triggers when you add a contact.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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New AI Status
Triggers when AI status of the contact is changed.
Try ItTime Duration (minutes)
Try ItNew or Updated Meeting Note
Triggers when you add or update a meeting note.
Try ItNew or Updated Transaction
Triggers when you add or update a transaction.
Try It
Time Duration (minutes)
Try ItNew Conversation
Triggers when the conversation is added.
Try ItTime Duration (minutes)
Try ItFirst NameRequired
Last Name
Spouse Name
Email
Profession
Birthday
Phone
Family Profile
Relationship Status
Referral Source
Current Address Or Neighborhood
Target Area Or Neighborhood
Buyer Or Seller
Goal
Target Price
Client Profile
Notes
Local
Preferred Communication Style
Alt Phone
Spouse Email
Spouse Phone
Alt Email
Group
Sphere Multi Select
Kids
Property Address
Property City
Property State
Property Zip
Label
Sphere
Special Wants And Needs
Bedroom
Bathroom
Referral
Lender
Spouse Birthday
Wedding Anniversary
Company
Other Date
Kid Name 1
Kid Birthday 1
Kid Phone 1
Kid Name 2
Kid Birthday 2
Kid Phone 2
Kid Name 3
Kid Birthday 3
Kid Phone 3
Kid Name 4
Kid Birthday 4
Kid Phone 4
Kid Name 5
Kid Birthday 5
Kid Phone 5
Contact Owner Email
