GoCardless + HubSpot
Update HubSpot contacts when new mandates are created in GoCardless
Stay in control of your contact management with this time-saving workflow. When a new mandate is created in GoCardless, it triggers an update to the corresponding contact information in HubSpot. This ensures your contact details remain up-to-date, saving you the manual task of data entry and helping you to maintain more accurate records. Keep your focus on building strong customer relationships, while this streamlined process takes care of the rest.
Stay in control of your contact management with this time-saving workflow. When a new mandate is created in GoCardless, it triggers an update to the corresponding contact information in HubSpot. This ensures your contact details remain up-to-date, saving you the manual task of data entry and helping you to maintain more accurate records. Keep your focus on building strong customer relationships, while this streamlined process takes care of the rest.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Update Contact
Update a Contact in HubSpot.
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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
