HubSpot integration with Coordinate
How to Create projects in Coordinate from new contacts in HubSpot lists
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 projects in Coordinate from new contacts in HubSpot lists" 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 Coordinate integrations
Coordinate actions
Nekton can use any feature that is available in Coordinate API.
Using our advanced AI, you can easily create custom automations for Coordinate.
Here are some typical actions you can do in your automated workflows.
Create Goal
Creates a Goal on the Project
Create Organization
Creates an Organization
Create Stakeholder
Creates a Stakeholder inviting them to the Project
Get Project
Gets a Project by Project ID
Update Project
Updates a Project
Verify Project Doesn't Exist
Verify Project Does Not Exist By ObjectID
About Coordinate
Coordinate is a collaborative project management platform for you and your customers.