This automation scenario allows you to connect Cliengo and HubSpot
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Cliengo and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in Cliengo
Se activa cuando un cliente es creado - Triggers when a new customer is created.
Then this action happens in HubSpot
Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.
This guide contains information on how to set up an automatic workflow that allows to Add new Cliengo customers as new HubSpot deals.
Part I
First, we need to connect Cliengo and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Cliengo to Zapier.
Give Zapier access to your Cliengo account, using Cliengo credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Cliengo
Choose the following trigger: Nuevo Cliente - New Customer (Se activa cuando un cliente es creado - Triggers when a new customer is created.).
Then set up an Action for HubSpot
Choose this action: Create Deal Deprecated (Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Cliengo and HubSpot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Cliengo customers as new HubSpot deals!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Crear un nuevo contacto / Creates a new customer.
Creates a new contact.
Updates a specified contact.
Actualizar un contacto existente / Update an existing customer
Busca un contacto / Search a customer
Deletes a specified contact.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.