BrightManager + HubSpot

Add new BrightManager clients to HubSpot

This Zap saves you time by removing the need for duplicated data entry by automatically creating a new contact in HubSpot every time a new client is added to AccountncyManager.

This Zap saves you time by removing the need for duplicated data entry by automatically creating a new contact in HubSpot every time a new client is added to AccountncyManager.

  1. When this happens...
    BrightManagerBrightManager
    Client Created

    Triggers when a Client is created within BrightManager.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • BrightManager triggers, actions, and search

    Client Created

    Triggers when a Client is created within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager triggers, actions, and search

    Client Marked as NLAC

    Triggers when a Client is marked as "No Longer a Client" within BrightManager.

    Trigger
    Instant
    Try It
    • Client NameRequired

    • Legal FormRequired

    • Client StatusRequired

    • Company Number

    • Registered Address Line 1

    • Registered Address Line 2

    • Registered Address Line 3

    • Registered Address Line 4

    • Registered Address City

    • Registered Address Region

    • Registered Address Postcode

    • Registered Address Country

    • Postal Address Line 1

    • Postal Address Line 2

    • Registered Address Line 3

    • Postal Address Line 4

    • Postal Address City

    • Registered Address Region

    • Postal Address Postcode

    • Postal Address Country

    • Title

    • First NameRequired

    • Middle Name

    • Last NameRequired

    • Email Address

    • Telephone Number

    • Mobile Number

    • Postal Address Line 1

    • Postal Address Line 2

    • Registered Address Line 3

    • Postal Address Line 4

    • Postal Address City

    • Registered Address Region

    • Postal Address Postcode

    • Postal Address Country

    • Title

    • First Name

    • Middle Name

    • Last Name

    • Email Address

    • Telephone Number

    • Mobile Number

    • Postal Address Line 1

    • Postal Address Line 2

    • Registered Address Line 3

    • Postal Address Line 4

    • Postal Address City

    • Registered Address Region

    • Postal Address Postcode

    • Postal Address Country

    • Client Manager

    • Client Partner

    Action
    Write
    • Client IDRequired

    • Service NameRequired

    Action
    Write
  • BrightManager triggers, actions, and search

    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
    Try It
  • BrightManager triggers, actions, and search

    Client Updated

    Triggers when a Client/Prospect is updated within BrightManager.

    Trigger
    Instant
    Try It
    • Client IDRequired

    • Service NameRequired

    Action
    Write
    • Client IdRequired

    Action
    Write
brightmanager logo
brightmanager logo

About BrightManager

BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

Related categories

  • Accounting
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier