Comdesk Lead + HubSpot + Formatter by Zapier + Filter by Zapier
Create HubSpot deals from new Comdesk Lead customer data
Set up this Zap so that, when a new customer data is created in Comdesk Lead, a HubSpot deal will be created automatically. This preps your follow-up workflows with no added clicks or keystrokes.
Set up this Zap so that, when a new customer data is created in Comdesk Lead, a HubSpot deal will be created automatically. This preps your follow-up workflows with no added clicks or keystrokes.
- When this happens...リードデータ登録時
Triggers when lead data is registered via API linkage.
- automatically do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this...Find Deal
Finds a deal by searching.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Deal
Creates a Deal in HubSpot.
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About Comdesk Lead
Comdesk Lead is an inside sales CTI tool that can be linked to mobile phone lines.
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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.