Envoy for Visitors + HubSpot + Twilio Integrations

How to connect Envoy for Visitors + HubSpot + Twilio

Zapier lets you send info between Envoy for Visitors and HubSpot and Twilio automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Envoy for Visitors + HubSpot + Twilio

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Envoy for Visitors, HubSpot, and Twilio. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Visitor Invited
Triggers when a visitor invite is created in Envoy.
Trigger
Scheduled
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Visitor Sign Out
Triggers when a visitor signs out of Envoy.
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Property NameRequired
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
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- FormRequired
Trigger
Instant
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- Contact ListRequired
- Note
- Additional properties to retrieve
Trigger
Instant
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- Type of Custom ObjectRequired
Trigger
Instant
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- ChannelRequired
- Status
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Property NameRequired
Trigger
Scheduled
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- Type of Custom ObjectRequired
Trigger
Instant
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- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
Action
Write
- Note
- Note
- NameRequired
- Company
- Contact
Action
Write
- Note
- Workflow NameRequired
- Contact's EmailRequired
Action
Write
- Contact IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Deal IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Line_item IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Ticket IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- EmailRequired
Action
Write
- Note
- Note
- Contact EmailRequired
Action
Write
- Note
- NameRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom ObjectRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
New Phone Number
Triggers when you add a new phone number.
Trigger
Scheduled
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New Recording
Triggers when a new recording is available on your account.
Trigger
Scheduled
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New Transcription
Triggers when a new transcription is available on your account.
Trigger
Scheduled
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- From NumberRequired
- Alphanumeric Sender ID
- To NumberRequired
- MessageRequired
- Media Url
- Send Large Messages?
Action
Write

Visitor Sign-In
Triggers when a visitor signs into Envoy.
Trigger
Scheduled
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- Guest NameRequired
- Guest E-MailRequired
- Guest Phone Number
- Expected Arrival TimeRequired
- Private NotesRequired
- LocationRequired
- Flow ID
Action
Write
- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Event Type
Trigger
Scheduled
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- Type
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Blog UrlRequired
- Article StateRequired
Trigger
Scheduled
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property NameRequired
- Properties to retrieveRequired
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Property NameRequired
- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- NameRequired
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
Action
Write
- Type of Custom ObjectRequired
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
Action
Write
- Product IDRequired
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom ObjectRequired
Action
Write
- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom ObjectRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner emailRequired
- Search among deactivated owners
Action
Search
- Owner IdRequired
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- NameRequired
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Instructions Copy
Trigger
Instant
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- To NumberRequired
- Apply US Prefix
Trigger
Scheduled
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- From NumberRequired
- To NumberRequired
- MessageRequired
- Voice
- Language
- Send Digits
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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How Envoy for Visitors + HubSpot + Twilio Integrations Work

Step 1: Authenticate Envoy for Visitors, HubSpot, and Twilio.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Envoy for Visitors + HubSpot + Twilio

About Envoy for Visitors

Envoy for Visitors is a fully customizable iPad app that replaces your visitor sign-in book. We provide seamless visitor management, from pre-registration and host notifications, to NDA signing and secure cloud-based data storage.