COR + HubSpot
Create COR clients from new HubSpot companies
Want to keep track of information on two platforms without duplicate data entry? This Zapier template can help you with that! Set up this template, then whenever you create a new company in HubSpot, Zapier will add a matching COR client automatically.
Want to keep track of information on two platforms without duplicate data entry? This Zapier template can help you with that! Set up this template, then whenever you create a new company in HubSpot, Zapier will add a matching COR client automatically.
- When this happens...
New CompanyTriggers when new company is available.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ClientTriggers when a new Client is created.
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Create Brand
Triggers when a new Brand is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Hour
Triggers when a new Hour is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Product
Triggers when a new Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Task
Triggers when a new Task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Brand
Triggers when a new Brand is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Hour
Triggers when a new Hour is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project
Triggers when a new Project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggers when a new Client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggers when a new Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source
Id
Client NameRequired
Business Name
Contact name
Contact Last Name
Contact Email
Website
Description
Phone
Status
Address
City
State
Zip Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StartRequired
StopRequired
TaskIDRequired
UserIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
Id
Project NameRequired
Client IDRequired
Description/Brief
Deadline
Estimated Time
Project Template
Brand ID
Product ID
Work Order
Fee Id
Quotation
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Priority
Deadline
Collaborators
Estimated
Datetime
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hour IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
Client IdRequired
Client Name
Business Name
Contact name
Contact Last Name
Contact Email
Website
Description
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense External IDRequired
Date
Expense Number
Total
Currency
Item Client External ID
Item Client Name
Item Number
Item Amount
Item Description
Item Tax Percent
Vendor
External Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCreate Client
Triggers when a new Client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Invoice
Triggers when a new Invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Project
Triggers when a new Project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Client
Triggers when a new Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Product
Triggers when a new Product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete User
Triggers when a new User is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project
Triggers when a new Project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update User
Triggers when a new User is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Client IDRequired
Description
Work Order
FrequencyRequired
EstimateRequired
StatusRequired
Estimated Time
StartRequired
End
Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SourceRequired
Invoice External IDRequired
Client External IDRequired
DateRequired
Invoice Number
TotalRequired
CurrencyRequired
Item Number
Item Amount
Item Description
Item Tax Percent
Vendor
External Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice External IDRequired
Client External IDRequired
DateRequired
Invoice Number
TotalRequired
CurrencyRequired
Item NumberRequired
Item AmountRequired
Item Description
Item Tax Percent
Vendor
External Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
Project IDRequired
Project Name
Client ID
Description/Brief
Deadline
Estimated Time
Project Template
Brand ID
Product ID
Work Order
Fee Id
Quotation
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Title
Project ID
Description
Priority
Deadline
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About COR
COR is the all-in-one management solution for creative agencies that automate timesheets, through AI, to predict profitability, reduce work overload and improve client engagements.
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