Capture new referral data from Excel, create or update HubSpot contacts, add to list, and notify team via email
Capture new referral data from Excel, create or update HubSpot contacts, add to list, and notify team via email
Capture new referral submissions from Microsoft Excel, create or update contact records in HubSpot, add them to a specific list, and notify your team via email. Achieve faster processing and improved communication.
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Overview
Capture new referral submissions from Microsoft Excel, create or update contact records in HubSpot, add them to a specific list, and notify your team via email. Achieve faster processing and improved communication.