installHUB integration with HubSpot
How to Create new HubSpot deals when jobs are added in installHUB
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 HubSpot deals when jobs are added in installHUB" 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 installHUB integrations
installHUB actions
Nekton can use any feature that is available in installHUB API.
Using our advanced AI, you can easily create custom automations for installHUB.
Here are some typical actions you can do in your automated workflows.
Create Customer as New Lead
Create a customer in your account and associate to a new lead
Job Status Changed
Triggers when the status changes for a job
Appointment Created
Triggers when a new appointment is created.
Job Submitted to DNO
Triggers when the job is submitted to a DNO
Job Added
Triggers when a new job is created in your EV-comply account
About installHUB
installHUB, the flexible solution helping you engage, track and manage customers and installation lifecycles with efficiency and simplicity.