HubSpot + Sapeum + Filter by Zapier
Create Sapeum documents for new HubSpot notes
Use this Zapier template to save new HubSpot deal notes as documents on Sapeum. This is useful when you'd like your sales team to be capturing notes without having to leave their CRM. This lets you collect and summarize learnings across many sales conversations—highlighting new trends and patterns for product and marketing, saving operational time, and improving sales processes and tactics. This template runs as soon as a new HubSpot note is created, and the entry created within Sapeum is visible to your whole team.
Use this Zapier template to save new HubSpot deal notes as documents on Sapeum. This is useful when you'd like your sales team to be capturing notes without having to leave their CRM. This lets you collect and summarize learnings across many sales conversations—highlighting new trends and patterns for product and marketing, saving operational time, and improving sales processes and tactics. This template runs as soon as a new HubSpot note is created, and the entry created within Sapeum is visible to your whole team.
- When this happens...New Engagement
Triggers when new engagement created.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Document
Creates a Document
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