HubSpot + SyndicationPro

Create and update HubSpot deals for new or updated SyndicationPro contacts

Keep your HubSpot contacts up-to-date with this efficient workflow that connects SyndicationPro and HubSpot. When a contact is created or updated in SyndicationPro, the same change will be made in HubSpot, ensuring your contact information stays current and organized. With this automation in place, you can focus on closing deals and nurturing relationships while your contact data remains seamlessly updated.

Keep your HubSpot contacts up-to-date with this efficient workflow that connects SyndicationPro and HubSpot. When a contact is created or updated in SyndicationPro, the same change will be made in HubSpot, ensuring your contact information stays current and organized. With this automation in place, you can focus on closing deals and nurturing relationships while your contact data remains seamlessly updated.

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

    Triggers when a new lead signs up or a contact is updated.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Contact

    Update a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

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

    Contact Created or Updated

    Triggers when a new lead signs up or a contact is updated.

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • First Name

    • Last Name

    • Phone Number

    • Email AddressRequired

    • Self Accreditation

    • Verified Account

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
hubspot logo
hubspot logo

About HubSpot

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

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  • Marketing Automation

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syndicationpro logo
syndicationpro logo

About SyndicationPro

SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.
Help

Related categories

  • CRM (Customer Relationship Management)

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