Create client and project in Financial Cents, and update contact in HubSpot when proposal is approved

Create new clients and projects in Financial Cents when proposals are approved in Anchor. Capture and organize all relevant contact information in HubSpot for faster onboarding and improved project management.

Create client and project in Financial Cents, and update contact in HubSpot when proposal is approved

Workflow preview:

Zap details:

Overview

Create new clients and projects in Financial Cents when proposals are approved in Anchor. Capture and organize all relevant contact information in HubSpot for faster onboarding and improved project management.

Create client and project in Financial Cents, and update contact in HubSpot when proposal is approved