Workamajig integration with HubSpot
How to Add new Workamajig opportunities to HubSpot Deals
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 Workamajig opportunities to HubSpot Deals" 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 Workamajig integrations
Workamajig actions
Nekton can use any feature that is available in Workamajig API.
Using our advanced AI, you can easily create custom automations for Workamajig.
Here are some typical actions you can do in your automated workflows.
Create Activity
Creates a new activity.
Create Company
Creates a new company.
Update Contact
Updates a contact.
Update Lead
This action will update a lead
Update Opportunity
Updates an opportunity.
Add New Email to Marketing Group
This will add a new email address to a Marketing Group in Workamajig. Please note the email address must be associated to an existing contact with Workamajig before adding it.
About Workamajig
Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.