HubSpot integration with SmartOffice
How to Update SmartOffice contacts when HubSpot contact properties change
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 "Update SmartOffice contacts when HubSpot contact properties change" 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 SmartOffice integrations
SmartOffice actions
Nekton can use any feature that is available in SmartOffice API.
Using our advanced AI, you can easily create custom automations for SmartOffice.
Here are some typical actions you can do in your automated workflows.
Add Business
Adds a Business Contact (e.g., a Company) to SmartOffice
Add Note
Adds a SmartPad Entry to a SmartOffice Contact
Add Contact
Adds an Individual Contact (i.e., a Person) to SmartOffice
New Contact
Triggers when a contact is created in SmartOffice.
Update Contact
Triggers when a contact is updated in SmartOffice.
About SmartOffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.