Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact in List

Triggered when a contact is added to a specific list in HubSpot, initiating workflows based on list membership changes.

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New Deal Property Change

Activated when a property of a deal in HubSpot is updated. Ideal for tracking changes in deal stages or custom deal properties.

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Product Created or Updated

Fires when a product is newly created or updated in HubSpot. Beneficial for inventory management and sales tracking.

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New Email Event

Triggered by various email activities in HubSpot, such as opens, clicks, or bounces. Aids in monitoring email campaign effectiveness.

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Add Contact to HubSpot List

Adds a contact to a specified list in HubSpot, facilitating segmentation for targeted marketing campaigns.

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Create a Company in HubSpot

Allows the creation of a new company record in HubSpot, triggered by actions like a call indicating a new business inquiry from RingCentral.

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Find Company

Searches for a company in HubSpot. Retrieves details if the company exists; otherwise, it can trigger actions like creating a new company record.

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Find or Create Line item

Looks for a specific line item in HubSpot; if not found, it creates a new one. Useful in e-commerce integrations.

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Find or Create Ticket

Searches for a support ticket in HubSpot. If not found, creates a new ticket, ensuring timely resolution of customer inquiries or issues.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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