Simpro integration with HubSpot
How to Add new Simpro company customers to 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 "Add new Simpro company customers to 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 Simpro integrations
Simpro actions
Nekton can use any feature that is available in Simpro API.
Using our advanced AI, you can easily create custom automations for Simpro.
Here are some typical actions you can do in your automated workflows.
Create Company Customer
Creates a new company customer.
Create Individual Customer
Creates a new individual customer.
Create Service Quote
Creates a new service quote.
Create Site
Creates a new site.
Find Quote
Finds quote by criteria.
Find Site
Finds site by criteria.
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.