Cash Flow Portal + HubSpot

Add new Cash Flow Portal contacts to HubSpot

When a new contact is created in Cash Flow Portal, this integration automatically creates a contact in HubSpot. Keep your contact details up to date across your platforms without stopping for duplicate data entry.

When a new contact is created in Cash Flow Portal, this integration automatically creates a contact in HubSpot. Keep your contact details up to date across your platforms without stopping for duplicate data entry.

  1. When this happens...
    Cash Flow PortalCash Flow Portal
    Create Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

    • Team

    Trigger
    Instant
    Try It
    • Team

    Trigger
    Instant
    Try It
    • Team

    Trigger
    Instant
    Try It
    • Contact ID

    • Email address

    • Team

    • First name

    • Last name

    • Add tags

    • Remove tags

    • Note

    • Secondary email address

    • Phone number

    • Accreditation status

    • Show offerings

    • Marketing subscription

    • Street address line 1

    • Street address line 2

    • City

    • State/Province

    • Zip/Postal code

    • Country

    Action
    Write
    • Team

    Trigger
    Instant
    Try It
    • Team

    Trigger
    Polling
    Try It
    • Team

    Trigger
    Instant
    Try It
    • Email addressRequired

    • Team

    Action
    Search
cash-flow-portal logo
cash-flow-portal logo

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Related categories

  • CRM (Customer Relationship Management)
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hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

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