Angaza + HubSpot
Add new Angaza accounts to HubSpot contact lists
Group new accounts into relevant HubSpot contact lists by filters you define. When this Zapier integration is activated, new contacts will be added to a contact list in your HubSpot account. With this template you can filter by things like pricing group, product type, or date of registration to create cohorts for follow up.
Group new accounts into relevant HubSpot contact lists by filters you define. When this Zapier integration is activated, new contacts will be added to a contact list in your HubSpot account. With this template you can filter by things like pricing group, product type, or date of registration to create cohorts for follow up.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Add Contact to List
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
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New Account
Triggers when a new account is created.
Try ItPricing GroupRequired
Number of days overdueRequired
Try ItUpdated Prospect Status
Triggers when a prospect has a new status.
Try ItResponsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
New Prospect
Triggers when a new prospect is created.
Try ItAccount Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
Try ItUnit NumberRequired
Responsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
Cash Collected
Account NumberRequired
Assign ToRequired
Due Date
PriorityRequired
Instructions
