Hubspot - Create Company, Contact or Deal
Create a company, contact or deal and return a copy of the object
With the action “Hubspot - Create Company”, you can create a company, contact or deal in Hubspot with the given properties and return a copy of the object, including the ID automatically when the chosen trigger is activated.
Trigger -> Action
The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:
When the condition (trigger) happens, then do (action).
Trigger -> Action
Example:
How to create
You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:
Select the trigger of your choice to activate the action, then select the "Hubspot - Create Company" action, and fill in the options:
- Connect your Hubspot account and fill in all the fields with the company information you need
And Save it
For example: Trigger – “When a field is changed” and a lead is moved to “Qualified”, the action “Hubspot – Create a contact” will occur by adding the lead with all the information to your contact list.
Updated about 2 years ago