HubSpot + LMN

Add new LMN contacts to HubSpot

If you are using HubSpot for marketing to leads, or managing sales to those leads, it's crucial to keep that contact list up-to-date with the one in your LMN CRM. Whenever you update or create a LMN CRM contact, this template will search for it in HubSpot. If the contact is not found, it will be created within HubSpot. If a matching contact is found, it will be updated with the most current information from LMN—saving your team from having to perform updates to two different lists.

If you are using HubSpot for marketing to leads, or managing sales to those leads, it's crucial to keep that contact list up-to-date with the one in your LMN CRM. Whenever you update or create a LMN CRM contact, this template will search for it in HubSpot. If the contact is not found, it will be created within HubSpot. If a matching contact is found, it will be updated with the most current information from LMN—saving your team from having to perform updates to two different lists.

  1. When this happens...
    LMNLMN
    Contact Created or Updated

    Triggers when an LMN Contact gets created or their contact information gets updated.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • LMN triggers, actions, and search

    Task/Note Created or Updated

    Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.

    Trigger
    Scheduled
    Try It
  • LMN triggers, actions, and search

    Contact Created or Updated

    Triggers when an LMN Contact gets created or their contact information gets updated.

    Trigger
    Scheduled
    Try It
    • Lead TypeRequired

    • Lead NameRequired

    • Lead First NameRequired

    • Lead Last NameRequired

    • Lead Address 1

    • Lead Address 2

    • Lead City

    • Lead State

    • Lead Zip

    • Lead Country

    • Referral Source

    • Lead Classification

    • Tags

    • Lead Position

    • Lead Email1

    • Lead Email2

    • Lead Phone1

    • Lead Phone2

    • Do Not Email

    • Do Not Call

    • Do Not Mail

    • Contact Notes

    • Jobsite Address 1

    • Jobsite Address 2

    • Jobsite City

    • Jobsite State

    • Jobsite Zip

    • Jobsite Country

    Action
    Write
    • LMN Lead ID

    • Lead Name

    • First Name

    • Last Name

    • Email Address

    Action
    Search
  • LMN triggers, actions, and search

    Estimate Created or Updated

    Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.

    Trigger
    Scheduled
    Try It
    • LMN Lead IDRequired

    • Communication TypeRequired

    • Date

    • Task Name

    • Due Date

    • Status/Progress

    • Priority

    • Note

    • Instructions

    • Assignee Email Address

    Action
    Write
    • LMN Lead IDRequired

    • Lead Type

    • Lead Name

    • First Name

    • Last Name

    • Lead Address 1

    • Lead Address 2

    • Lead City

    • Lead State

    • Lead Zip

    • Lead Country

    • Referral Source

    • Lead Classification

    • Tags

    • Lead Position

    • Lead Email1

    • Lead Email2

    • Lead Phone1

    • Lead Phone2

    • Do Not Email

    • Do Not Call

    • Do Not Mail

    • Contact Notes

    • LMN Jobsite ID

    • Jobsite Name

    • Jobsite Address 1

    • Jobsite Address 2

    • Jobsite City

    • Jobsite State

    • Jobsite Zip

    • Jobsite Country

    Action
    Write
    • LMN Lead ID

    • Lead NameRequired

    • Lead First NameRequired

    • Lead Last NameRequired

    • Email Address

    • Lead TypeRequired

    • Lead Address 1

    • Lead Address 2

    • Lead City

    • Lead State

    • Lead Zip

    • Lead Country

    • Referral Source

    • Lead Classification

    • Tags

    • Lead Position

    • Lead Email1

    • Lead Email2

    • Lead Phone1

    • Lead Phone2

    • Do Not Email

    • Do Not Call

    • Do Not Mail

    • Contact Notes

    • Jobsite Address 1

    • Jobsite Address 2

    • Jobsite City

    • Jobsite State

    • Jobsite Zip

    • Jobsite Country

    Action
    Search or write
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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