Create clients in Invoice2go from newly created or updated contacts in HubSpot
Maintain a streamlined business process with this workflow. When a new or updated contact is registered in your HubSpot account, the system will instantly create a new client profile in your Invoice2go app. This ensures a smooth transition from lead capturing to invoice management, making your tasks more efficient and less time-consuming. Just set it up once, let the automation take over, and focus on the more strategic aspects of your business.
Maintain a streamlined business process with this workflow. When a new or updated contact is registered in your HubSpot account, the system will instantly create a new client profile in your Invoice2go app. This ensures a smooth transition from lead capturing to invoice management, making your tasks more efficient and less time-consuming. Just set it up once, let the automation take over, and focus on the more strategic aspects of your business.
- When this happens...Contact Recently Created or Updated
Triggers when a contact recently created or updated.
- automatically do this!Create Client
Create a client in Invoice2go
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