Create or update HubSpot contacts for new GoCardless mandates
Simplify your customer management process with this efficient workflow. Whenever a new mandate is created in GoCardless, the contact information is instantly updated in HubSpot. That way, you can ensure your contact details in HubSpot are always fresh and up-to-date without having to manually make changes. This time-saving automation helps keep your focus on building strong relationships with your customers.
Simplify your customer management process with this efficient workflow. Whenever a new mandate is created in GoCardless, the contact information is instantly updated in HubSpot. That way, you can ensure your contact details in HubSpot are always fresh and up-to-date without having to manually make changes. This time-saving automation helps keep your focus on building strong relationships with your customers.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItMandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItPayment Secured
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItPayment Paid Out
Triggers when a payment has been paid out to your account.
Try It