Cash Flow Portal integration with HubSpot
How to Add new Cash Flow Portal contacts to HubSpot
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Cash Flow Portal contacts to HubSpot" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Cash Flow Portal integrations
Cash Flow Portal actions
Nekton can use any feature that is available in Cash Flow Portal API.
Using our advanced AI, you can easily create custom automations for Cash Flow Portal.
Here are some typical actions you can do in your automated workflows.
Create Contact
Triggers when a new contact is created.
Create or Update Contact
Triggers when a contact is recently created or updated.
Investment
Triggers when investment is created in any of user-owned deals.
About Cash Flow Portal
Real-estate syndication software that accelerates capital raising.