Customer Fields integration with Filter by Nekton
How to Create/update contacts in Hubspot from new Customer Fields customers
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/update contacts in Hubspot from new Customer Fields customers" 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 Customer Fields integrations
Customer Fields actions
Nekton can use any feature that is available in Customer Fields API.
Using our advanced AI, you can easily create custom automations for Customer Fields.
Here are some typical actions you can do in your automated workflows.
Send Account Invite
Send an email to a customer to activate their account
Find a Customer
Find a customer by a field
Create Customer
Create a new customer.
Update Customer
Update a customer by ID.
Find or Create Customer
Find a customer in Customer Fields
Customer Added to Segment
Triggers when a customer has been added to a new segment.
About Customer Fields
Customer Fields provides a way to collect and store custom data for Shopify customers