HubSpot integration with essensys Operate
How to Create new essensys Operate leads when HubSpot contacts are created
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 new essensys Operate leads when HubSpot contacts are created" 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 essensys Operate integrations
essensys Operate actions
Nekton can use any feature that is available in essensys Operate API.
Using our advanced AI, you can easily create custom automations for essensys Operate.
Here are some typical actions you can do in your automated workflows.
Create Charge Sheet
Creates a new charge sheet.
Create Lead
Creates a new lead.
Create Product
Creates a new product.
Update Contact
Updates a contact.
Find Contact
Find Contact.
Create Account
Creates a new account.
About essensys Operate
essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.