FYI + HubSpot + Ontraport Integrations
How to connect FYI + HubSpot + Ontraport
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Do even more with FYI + HubSpot + Ontraport
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 FYI, HubSpot, and Ontraport. And don’t forget that you can add more apps and actions to create complex workflows.
NameRequired
Client EmailRequired
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Export Code
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
NameRequired
Create group if it doesn’t exist yetRequired
NameRequired
Web LinkRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID
SubjectRequired
Start DateRequired
Due DateRequired
Create task if it doesn’t exist yetRequired
Client Email
Client Name
Task Code
Assignee Email
Delegator Email
Message
NameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
NameRequired
Create job if it doesn’t exist yetRequired
Job Type
Description
Job Code
Partner Email
Manager Email
Start Date
Due Date
NameRequired
HTMLRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID
Note
Additional properties to retrieve
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How FYI + HubSpot + Ontraport Integrations Work
- Step 1: Authenticate FYI, HubSpot, and Ontraport.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.
