Create and update contacts in PracticePanther from HubSpot changes, and add case notes
Create and update contacts in PracticePanther from HubSpot changes, and add case notes
Sync contact records between HubSpot and PracticePanther to ensure case notes and relevant information are consistently documented. This leads to clearer reporting and faster access to essential client data.
Zap details:
Overview
Sync contact records between HubSpot and PracticePanther to ensure case notes and relevant information are consistently documented. This leads to clearer reporting and faster access to essential client data.