HubSpot integration with Clinchd
How to Create deals in Clinchd from newly-updated deal stages in 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 "Create deals in Clinchd from newly-updated deal stages in 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 Clinchd integrations
Clinchd actions
Nekton can use any feature that is available in Clinchd API.
Using our advanced AI, you can easily create custom automations for Clinchd.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a new contact on Clinchd
Create Deal Update
Create a new update on a deal in Clinchd
Find Account
Find a Clinchd account
Find Deals
Find deals by external ID
Find or Create Account
Find or create Clinchd Account
Find or Create Deal
Find or create Clinchd Deal
About Clinchd
Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved